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/ General, Investors, Sustainability / By

Thematic bonds are an option for retail investors when building their portfolios and, in addition to seeking returns, they will be contributing to environmental and social improvements.

Mexico City, March 18, 2024. In recent years, in the Mexican stock market, thematic bonds have become popular as a debt instrument that seeks to raise resources that are subsequently allocated to projects that positively impact the environment and society. . Thus, the company that issues them, through an intermediary, must comply with key sustainable performance indicators to maintain the benefit in the interest rate from the debt issuance.

At the end of May 2023, the Mexican Stock Exchange recorded total financing of $223 billion pesos in the issuance of thematic bonds, recorded since 2016. Today these issues represent just over 40% of total long-term debt.

In a market where more than 50% of Mexican consumers have reducing their environmental impact as one of their main concerns (Kantar, 2022), and where there are around 4 million retail investor accounts (AMIB, 2022), the existence of This type of instrument not only diversifies the stock market, but also responds to the demands of a public that is increasingly aware of the impact of its purchasing and investment decisions.

This is clearly benefited by the boom in investment platforms, which have not only democratized the stock market to give consumers the power to invest in the brands they trust the most, but also giving them the power to invest in the brands. that agree with their values ​​and principles.

 An example of a successful issuance by a brand with deep roots in Mexican culture, but also with a proven track record in sustainability, is the Grupo Herdez Sustainability Linked Bond for 2022, which is committed to reducing the water consumption per ton produced by the company, by 2030.

This issue was 3.9x oversubscribed, evidencing investor confidence in the solidity of the food company. With this placement, the Company positioned itself as the first issuer in the food sector to issue a Bond Linked to Sustainability and joined the pioneering group of companies that have issued thematic bonds in the Mexican stock market.

Without a doubt, it is essential that investors consider the importance of consuming and investing consciously and responsibly, taking into account the impact of their financial decisions on the environment and society. Some aspects for investors to take into account are that the predefined rate of bonds linked to sustainability may increase or decrease based on compliance with the goals defined for each issue. That is, if the station does not meet the KPI, the investor will receive more interest.

However, opting for bonds linked to sustainability not only represents an opportunity to seek returns, but also to actively contribute to the preservation and efficient use of natural resources or contribute to social causes. In order to invest in this type of instruments, it is advisable to investigate the sustainability metrics and results of the issuers in their annual or sustainability reports, so that there is greater reference, as well as approaching your brokerage house or stock broker to find out. how to invest in them.

 

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Grupo Herdez 2019

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2020

2020

  • 2020: In collaboration with La Costeña® and Sanfer®, we delivered 35,000 basic food baskets to benefit more than 175,000 Mexicans affected by the COVID-19 health contingency.

    We launched the first edition of Semillero Nutrisa®, a program to support Mexican women entrepreneurs to participate in a training and business development program.

  • 2021: We became the first consumer company in Latin America to partner with Google, a global technology giant, to accelerate our digital transformation. 

    We signed an agreement with the American company General Mills® to distribute their products in Mexico, with which we entered the categories of cereal bars and prepared dessert flours.


    We celebrated the 80th anniversary of Doña María® mole with the inauguration of Casa Doña María Pons, headquarters of Fundación Herdez® in San Luis Potosí.

    We were placed in the report “Mexican Companies for the 2030 Agenda in the Decade of Action” of the Global Compact, for the actions of the Saber Nutrir® program as a reference practice to achieve Zero Hunger, one of the 17 Sustainable Development Goals of the UN.

  • 2022: We acquired Interdeli and Deli, Dips & Snacks, expanding our capabilities to new categories such as hummus, cheeses, and dips, integrating brands such as Libanius, Flaveur, Liguria, and Señor Cactus into our portfolio.

    For the first time in our history, we brought the best of Mexican cuisine to the United Kingdom with the Herdez® brand, through a joint alliance with McCormick & Company, Inc.

    We issued the first sustainability-linked bond in the food industry in Mexico, committing to reduce our water consumption per ton produced by 2030.

    We signed the United Nations Women’s Empowerment Principles (WEPS), reaffirming our commitment to gender equality.

    We joined the UN’s CFO Coalition for the SDGs, which drives the transformation of corporate finance to achieve the goals of the 2030 Agenda.

    We joined the Pacto por la Comida of the BAMX Network, an initiative that promotes more sustainable food production and consumption systems, with the goal of reducing Food Loss and Waste in the industry.

  • 2023: We consolidated the integration of Chilim Balam® into the Impulse segment portfolio, with which we positioned ourselves in the candy and snack category in the retail model.

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