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Investor Presentaiton

II. BALANCE CASH AND CASH EQUIVALENTS Our cash generation amounted to 40.0 billion pesos, allowing us to finance an investment of 14.0 billion pesos in fixed assets and repay our shareholders with 19.4 billion pesos, a record figure for Walmex. We repurchased 3.3 billion pesos worth of own shares and paid 16.1 billion pesos in dividends. Our cash position upon closing of 2012 amounted to 21.1 billion pesos, of which, 17.2 billion comes from Mexico, 2.6 billion from Central America, and 1.3 billion pesos from Banco Walmart. Cash is invested in short-term debt securities. The Company neither conducts transactions with derivatives, nor does it invest in the stock market. The Company has not conducted any transactions not recorded in the Financial Statements. Our cash generation and sound finances allowed us to invest in prices, open 235 new units, remodel existing stores, and also pay dividends and repurchase own shares. USES OF CASH . Investments in fixed assets: We continue reinvesting our earnings in projects that serve to modernize our operating structure, from information systems to logistics networks and the renovation of our stores and clubs, including the opening of new units. Dividends: The following chart shows the dividends paid during the last four years (with values adjusted due to the split conducted in 2010), with 2013 being a record year in dividend payments. • Year Dividend per share (pesos) % of earning for the previous year Cash spent (millions of pesos) 2010 2011 2012 2013 0.35 0.55 0.55 0.92 35% 50% 44% 69% 5,743 9,659 9,612 16,056 Repurchase of shares: The shareholders authorize the maximum amount available for the repurchase of shares. Shares repurchased are subtracted from shareholders' equity at the moment of repurchase and are formally cancelled each year during the Shareholders' Assembly. The following chart shows the investment in the repurchase of shares during the last four years (with values adjusted due to the split conducted in 2010). Programs 2010 2011 2012 2013 WORKING CAPITAL Repurchased shares (millions) Invested amount (millions of pesos) 112 3,472 103 3,455 27 1,088 96 3,328 In 2013, the Company continued operating with negative working capital requirements, which has historically allowed for the self-financing of growth and modernization. The inventory balance as of December 31, 2013 amounted to 43.8 billion pesos, which was financed by accounts payable to suppliers totaling 47.6 billion pesos. WALMEX SHARE We are the third most traded stock on the Mexican Stock Exchange -with a weight of 7.05%, where we have traded since 1977. For the second consecutive year we are included in the Dow Jones Sustainability Index for Emerging Markets, and for the third consecutive year we are included in the Mexican Stock Exchange Sustainable Index. 2013 Financial and Social Responsibility Report 60
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