Revenue distribution by industry:

• Spirits: approx. 85%
• Non-alcoholic beverages: approx. 10%
• Other: approx. 5%

Top 3 markets and their percentage shares:

• USA: approx. 60%
• Mexico: approx. 25%
• Canada: approx. 10%

Becle, S.A.B. de C.V., known as the manufacturer of José Cuervo, generates the majority of its revenue from the sale of spirits, especially Tequila. The U.S. market is the largest and most important market for the company, followed by Mexico and Canada. These markets benefit from a strong brand presence and increasing demand for premium Tequila products. The rest of the revenue is distributed among smaller markets and other product categories.

Production sites of Becle, S.A.B. de C.V.:

Becle, S.A.B. de C.V., known as the manufacturer of Jose Cuervo Tequila, mainly produces its products in Mexico. The main production site is located in the city of Tequila in the state of Jalisco, Mexico. This region is known for its agave production, which is essential for the production of tequila.

In addition to the production facilities in Mexico, the company also has bottling and production plants in other countries to better serve the international market. Becle also operates some distilleries in the United States to efficiently meet the demand in North America.

This geographical distribution allows Becle to ensure the quality of its products and to take advantage of logistical benefits to streamline supply chains efficiently.

Revenue Growth: Estimated 8-10% annually (2025) Market Expansion: Focus on Asia and Europe Product Diversification: Introduction of new premium products

Becle, S.A.B. de C.V., known for its brand José Cuervo, is pursuing a multi-pronged growth strategy. A key component is geographic expansion, particularly in the Asian and European markets, where the company sees significant growth potential.

In addition, Becle is investing in diversifying its product portfolio to further expand into the premium sector. This includes the introduction of new high-quality spirits to meet the increasing demand for premium products.

Another strategic focus is on optimizing the supply chain and leveraging digital distribution channels to achieve efficiency gains and increase reach. These measures are intended to strengthen the company's market position and ensure sustainable growth.

Main raw materials: Agave, glass, aluminum

Import countries: USA, China, Mexico (local)

Becle, S.A.B. de C.V., known for the Jose Cuervo brand, is heavily involved in the production of tequila. The main raw material for tequila is the Blue Agave, which is mainly cultivated in Mexico. Therefore, the need for importing Agave is minimal as it is locally sourced.

However, the company imports materials such as glass and aluminum for packaging and production. Glass bottles used for bottling are partially imported from the USA and China, as these countries have a strong glass production. Aluminum for closures and packaging could also be sourced from these countries, as they are significant exporters of aluminum products.

Additionally, other packaging materials and production aids could be imported from various countries, depending on specific requirements and availability in the global market.

Market share in the Tequila segment: 25% (2024)

EBITDA margin: 28% (2024)

Becle, S.A.B. de C.V., known as the manufacturer of José Cuervo, holds a significant market share of approximately 25% in the global Tequila segment. This gives the company a strong competitive advantage as it can benefit from the increasing demand for premium spirits.

The EBITDA margin of 28% demonstrates the company's ability to operate efficiently and generate high profits. This margin is competitive compared to other companies in the spirits industry and indicates a solid cost structure.

Furthermore, the strong brand awareness of José Cuervo and the continuous investment in marketing and product innovation strengthen Becle's market position. This enables the company to exert pricing power and compete against rivals.

Institutional Investor Share: approximately 40% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

The institutional investor share in Becle, S.A.B. de C.V. is estimated to be around 40%. This reflects the interest of large investors who typically take a long-term perspective.

Regarding insider buys or sells, there have been no significant transactions in the last year that would indicate a change in the executives' confidence in the company's future development. This can be interpreted as a sign of stability and confidence in the current business strategy.

Market share of Becle, S.A.B. de C.V.: 25% (estimated, 2025)

Top competitors and their market shares:

1. Diageo plc: 30%
2. Pernod Ricard SA: 20%
3. Brown-Forman Corporation: 15%
4. Bacardi Limited: 5%
5. Constellation Brands, Inc.: 5%

Becle, S.A.B. de C.V., known for its brand Jose Cuervo, holds an estimated market share of 25% in the global tequila market. Diageo plc leads the market with a 30% share, attributed to its strong brand presence and wide portfolio.

Becle's moat primarily lies in its strong brand recognition and long tradition in the tequila business. The Jose Cuervo brand is one of the oldest and most well-known tequila brands worldwide, giving it a significant advantage.

Compared to competitors, Diageo has a wider moat due to its diversification into various spirit categories and a strong global distribution network. Pernod Ricard and Brown-Forman also benefit from diversified portfolios and strong brands in other spirit categories.

Overall, Becle has a solid moat in the tequila segment, but competitors could have a strategic advantage due to their broader product range and global presence.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Market Share: 30% in the Tequila Segment (2024)

Becle, S.A.B. de C.V., known as the manufacturer of Jose Cuervo, recorded a revenue growth of 8.5% in 2024. This reflects the ongoing popularity of Tequila and strong brand presence. The company also achieved a profit growth of 6.2%, attributed to effective cost savings and operational efficiency.

Becle holds a significant market share of 30% in the Tequila segment, indicating its leading position and strong brand awareness. Continuous expansion into international markets and the introduction of new product lines could offer further growth potential.

Given these factors, Becle could be an attractive investment for investors seeking an established company with stable growth opportunities in the spirits sector. However, it is important to also consider general market conditions and potential risks before making an investment decision.

Dividend yield: 2.5% (2024) Dividend history: Consistent payout over the last 5 years

Becle, S.A.B. de C.V., known for its brand "Jose Cuervo", has been paying dividends in recent years. The dividend yield was around 2.5% in 2024. The company has followed a reliable dividend policy over the past five years, indicating a stable financial position and a solid business model.

The reliability of the dividend is supported by Becle's strong market position and the continuous demand for its products. Analysts believe that the company will continue to be able to pay dividends in the future, provided there are no significant market changes.