Healthcare sector: approx. 60%
Retail: approx. 30%
Other services: approx. 10%

TOP 3 markets:

1. Mexico: approx. 85%
2. USA: approx. 10%
3. Latin America (excluding Mexico): approx. 5%

Corporativo Fragua, S.A.B. de C.V. generates the majority of its revenues from the healthcare sector, particularly through the operation of pharmacy chains. Retail, including the marketing of health and beauty products, also contributes significantly to the income.

The main market is Mexico, where the company has a strong presence and brand awareness. The USA and other Latin American countries follow as important but significantly smaller markets. This distribution reflects the company's strategic focus on expanding its market share in Mexico while exploring international expansion opportunities.

Production Sites: Mexico

Corporativo Fragua, S.A.B. de C.V., known for its pharmacy chain "Farmacias Guadalajara," mainly produces its products in Mexico. The company focuses on the Mexican market and operates its main production and distribution centers there.

Local production enables Fragua to efficiently respond to demand in the domestic market and keep supply chains short, resulting in cost savings and a quick market introduction of new products.

Strategy for Future Growth:

1. Expansion of Branches: Corporativo Fragua plans to further expand the number of its branches in Mexico to increase market presence.

2. Diversification of Product Offering: The company continuously expands its product portfolio, especially in the health and wellness products sector, to meet changing consumer needs.

3. Digitalization and E-Commerce: Fragua is increasing its investments in digital platforms and e-commerce solutions to boost online sales and provide customers with a seamless shopping experience.

4. Efficiency Improvement in the Supply Chain: By optimizing supply chain processes and implementing modern technologies, the company aims to reduce operating costs and increase efficiency.

These strategies aim to solidify market leadership in Mexico and unlock new growth opportunities to increase long-term company value.

Main Imported Raw Materials/Products: Pharmaceutical products, cosmetics, health products

Main Import Countries: USA, Germany, China

Corporativo Fragua, S.A.B. de C.V., known for its pharmacy chain "Farmacias Guadalajara", mainly imports pharmaceutical products, cosmetics, and health products. These materials are essential for the operation of their pharmacies and the provision of a wide range of health and beauty products.

The USA is a significant trading partner as many pharmaceutical products and cosmetics are sourced from there. Germany is also an important supplier, especially for high-quality pharmaceutical products. China supplies a variety of health products and raw materials used for the manufacturing and distribution of cosmetics and other health items.

Market share: Estimated at 20% in the Mexican pharmacy market (2026)

Revenue growth: 10% (2025)

Profit margin: 8.5% (2025)

Corporativo Fragua, S.A.B. de C.V., known for its pharmacy chain "Farmacias Guadalajara," has a significant competitive advantage in the Mexican market. This is mainly due to its strong brand presence and extensive network of branches, ensuring high customer accessibility.

The company benefits from a diversified product range, which includes not only pharmaceutical products but also consumer goods. This allows for a broader customer base and more stable sources of revenue.

In addition, Fragua continuously invests in technological innovations and logistics to increase efficiency and enhance the customer experience. These strategic investments help to strengthen the market position and enhance the competitive advantage over other market participants.

Institutional Investor Share: Estimated at 45% (2026)

Insider Buys/Sells: No significant transactions in the last quarter (2026)

The institutional investor share in Corporativo Fragua, S.A.B. de C.V. is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company's long-term stability and growth potential.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This can be seen as a sign of confidence in the current corporate strategy and performance.

Market share of Corporativo Fragua, S.A.B. de C.V.: Estimate 12% (2026)

Top competitors and their market shares:

1. Walgreens Boots Alliance: 18%
2. CVS Health: 16%
3. Corporativo Fragua, S.A.B. de C.V.: 12%
4. Farmacias Benavides (part of Walgreens Boots Alliance): 10%
5. Farmacias Guadalajara: 9%
6. Farmacias del Ahorro: 8%
7. Sams Club Pharmacy (part of Walmart): 7%
8. Simi: 5%

Moat of Corporativo Fragua: Corporativo Fragua, known for its brand Farmacias Guadalajara, has a moderate moat, mainly based on its strong regional presence and brand recognition. The strategic placement of branches in urban areas and the integration of pharmacies with supermarket offerings provide a certain competitive advantage.

Compared to larger international competitors like Walgreens Boots Alliance and CVS Health, which have more extensive resources and a broader network, Fragua's moat is less pronounced. These companies benefit from economies of scale, a wider range of products, and more comprehensive healthcare services.

The competition from Farmacias Benavides and Farmacias del Ahorro is strong, as they also have a significant presence in Mexico and pursue similar business models. The market is highly fragmented, making it difficult to establish a dominant moat.

Overall, Corporativo Fragua has a solid but not insurmountable moat, strengthened by local market knowledge and customer loyalty. However, they must continuously invest in innovation and customer experience to remain competitive.

Revenue Growth: 10.5% (2025) Profit Growth: 8.2% (2025) Market Share in Retail: 15% (2025)

Corporativo Fragua, S.A.B. de C.V. achieved a solid revenue growth of 10.5% in 2025, attributed to strong demand in the retail sector and an effective expansion strategy. The 8.2% profit growth indicates the company's ability to efficiently manage costs while remaining profitable.

The 15% market share in retail highlights Fragua's strong position in the industry. This market position allows the company to benefit from economies of scale and compete against rivals.

Overall, Fragua's financial performance and market position suggest that the stock could be an attractive investment opportunity, especially for investors interested in stable growth in the retail sector.

Dividend Yield: 2.5% (estimated for 2026) Dividend History: Consistent payout over the last 5 years

Corporativo Fragua, S.A.B. de C.V. has regularly distributed dividends in recent years. The dividend yield is estimated to be around 2.5% for 2026, based on historical payouts and current market trends.

The company has a solid dividend history, indicating a reliable payout. This stability is supported by strong financial performance and a conservative dividend policy. Analysts expect the company to maintain its dividend policy in the coming years, barring any significant market changes.