Nemak announced an agreement for the acquisition of the automotive business of GF Casting Solutions – a division of the Swiss industrial company Georg Fisher – only two weeks after releasing its 2Q25 earnings. As such, we were looking forward to gaining additional insight into the transaction on the 3Q25 call.

However, comments from Nemak’s management fell short of our expectations.

As the deal is expected to close by year-end 2025, management indicated that it plans to provide an outlook on the proforma consolidated operations in the first earnings call of 2026. The company traditionally discloses its full-year guidance at the time of the 4Q earnings call, held in February of the following year.

In anticipation of that, however, we aim to shed more light on what Nemak is acquiring.