Q2 2025 Grupo Aeroportuario del Sureste SAB de CV Earnings Call Transcript

Jul 23, 2025 / 02:00 PM GMT

Release Date Price: MXN572.92 (+1.44%)

Transcript

Key Points

Positve

Grupo Aeroportuario del Sureste SAB de CV (ASR) reported a 5% year-on-year increase in total revenues, reaching 7.4 billion pesos.
Puerto Rico and Colombia showed strong performance with double-digit revenue growth, contributing significantly to the overall revenue increase.
The company opened 47 new commercial spaces over the last 12 months, enhancing its commercial offerings and supporting revenue growth.
ASR maintained a strong cash position, closing the quarter with nearly 20 billion pesos in cash and cash equivalents, up 32% year-on-year.
The company announced plans to pay two extraordinary dividends of 15 pesos per share each in September and November, reflecting its solid financial position.

Negative

Passenger traffic in Mexico declined by nearly 2%, with international travel decreasing by 4.5%, impacting overall performance.
The appreciation of the Mexican peso against the US dollar resulted in a foreign exchange loss of 1,200 million pesos, negatively affecting the bottom line.
Total expenses increased by nearly 10% year-on-year, driven by a 12% increase in minimum wage and other cost pressures.
The EBITDA margin slightly contracted to nearly 68% from 69% in the same quarter last year, primarily due to a decline in Mexico.
The ramp-up of the new airport in Tulum continues to draw passengers away from Cancun Airport, contributing to the decline in international traffic.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ASURB.MX - Grupo Aeroportuario del Sureste SAB de CV
Q2 2025 Grupo Aeroportuario del Sureste SAB de CV Earnings Call
Jul 23, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen, and welcome to Eur's 2nd quarter 2025 results conference call.

My name is Christine, and I'll be your operator. At this time, all participants are in a listen-only mode. We will conduct a question and answer session toward the end of today's conference.

If you would like to ask a question, please press one.

If you want to withdraw your question at any time, please press 2.

If you are using a speakerphone, please lift the handset before making a selection.

As a reminder, today's call is being recorded.

Now I'd like to turn this call over to Mr. Rudolfo Castro, Chief Executive Officer. Please go ahead, sir

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