Becle, S.A.B. de C.V. Price & Performance (BCCLF)

Becle, the world's largest tequila producer, reported a 15% jump in first-quarter net profit, exceeding expectations. The company credited lower input costs and favorable currency movements for the gains. Management plans to propose a cash dividend and extend its share repurchase program, while maintaining a mid-single-digit sales growth outlook for 2025.12

Following Becle’s positive first-quarter results, analysts now expect the company to achieve 6.9% revenue growth and a 35% rise in statutory earnings per share in 2025. However, consensus EPS estimates have edged down, signaling some caution despite the unchanged price target and a growth rate outpacing peers in the industry.34

Becle’s gross margin climbed to 54.7% and EBITDA margin improved, supporting a recent 26% surge in its share price. Despite a year-over-year sales volume decline, investors remain upbeat, anticipating robust future earnings growth and continued margin expansion, driven by Becle’s premiumization strategy and cost management.15