Grupo Carso SAB de CV Class A1 (GPOVF)
OTHER OTC:GPOVF
Earnings Data
Report Date
Apr 27, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 02, 2026|
% Change Since:
|
Earnings Call Sentiment|Negative
The earnings call presented a mix of encouraging operational and strategic developments (notably a large backlog build, hydrocarbons milestones, higher production at Zamajal, and a Pemex payment discount) but was dominated by material near-term financial deterioration: consolidated operating income and EBITDA fell sharply, key divisions (infrastructure and Elementia) showed steep profit declines or losses, and one-time charges and FX effects pressured results. The strategic positives provide medium- to long-term upside, but near-term financial trends and notable divisional losses outweigh the highlights.Company Guidance
Backlog Surge in Construction
Total backlog increased to MXN 68.6 billion from MXN 23.9 billion a year ago (≈+187%), with ~43% expected to be executed during 2026, providing strong medium-term revenue visibility for Carso Infraestructura y Construcción.
Grupo Sanborns Revenue Growth and Solid Seasonal Sales
Grupo Sanborns revenues rose to MXN 25.8 billion, up 2.3% year-over-year, driven by better seasonal sales; EBITDA for the division reached MXN 2.91 billion.
Zamajal Production Increase and Operating Loss Improvement
Average daily production rose to 16,599 barrels of oil equivalent versus 11,113 last year (≈+49.4%). Operating loss improved substantially to MXN 10 million from a MXN 311 million loss a year ago, indicating operational progress in hydrocarbons.
Strategic Hydrocarbons Milestones
Several strategic developments: binding agreement to acquire Fieldwood Mexico, mixed contract with Pemex for Macavil, and Harbour Energy named operator of Zama — actions that clarify operations and strengthen long-term positioning of the hydrocarbons division.
Cash Strengthening from Pemex Payment Discount
Recognized a 7% discount on outstanding Pemex payments, which strengthened year-end cash position.
Carso Energy Profitability Despite Lower Revenues
Carso Energy revenues declined to MXN 840 million (−11.8%), but operating income remained positive at MXN 649 million and EBITDA at MXN 753 million, showing resilience in margins.
Cement Division Resilience
The cement portion of Elementia helped offset some declines at Elementia Fortaleza Materiales, supporting overall divisional performance despite FX headwinds.
Consolidated Positive EBITDA Floor
Despite declines, consolidated EBITDA remained MXN 6.3 billion, indicating continued underlying cash‑flow generation capability.
GPOVF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GPOVF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 02, 2026 | $6.93 | $6.93 | 0.00% |
Oct 27, 2025 | $6.65 | $6.72 | +1.05% |
Jul 22, 2025 | $7.56 | $7.15 | -5.42% |
Apr 28, 2025 | $6.92 | $6.92 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Grupo Carso SAB de CV Class A1 (GPOVF) report earnings?
Grupo Carso SAB de CV Class A1 (GPOVF) is schdueled to report earning on Apr 27, 2026, TBA (Confirmed).
What is Grupo Carso SAB de CV Class A1 (GPOVF) earnings time?
Grupo Carso SAB de CV Class A1 (GPOVF) earnings time is at Apr 27, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is GPOVF EPS forecast?
Currently, no data Available