Covering the Mexican Economy, Actinver Research

Actinver

Our product offering is based on award winning forecasts and a deep understanding of artificial intelligence tools. 
We cover the Mexican economy with in-depth sector and state knowledge, as well as the integration with the U.S., providing high added value studies. 
To provide comprehensive coverage, we analyze the main macroeconomic variables, sectors, indexes and market information. 
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Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Equity Bottom-Up

<ul><li>The Cement companies under coverage posted strong operating results, with margins and volumes improving.</li><li> Total revenues in 1Q26 increased by 12% YoY, while total EBITDA propelled 32% YoY.</li><li>As a result, the implicit EBITDA margin in the sector expanded by 3.1 pp YoY to 20.4% (similar level in 4Q25).</li></ul>

The Cement companies under coverage posted strong operating results, with margins and volumes improving. Total revenues in 1Q26 increased by 12% YoY, while total EBITDA propelled 32% YoY.As a result, the implicit EBITDA margin in the sector expanded by 3.1 pp YoY to 20.4% (similar level in 4Q25).

Actinver Research - Cement Sector 1Q26: Strong Quarterly Results with Positive Visibility in 2026

GCC SAB de CV

Actinver Research - Cement Sector 1Q26: Strong Quarterly Results with Positive Visibility in 2026