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    Alvaro Navarro

    Senior Analyst at Bestinver

    Alvaro Navarro is a Senior Analyst at Bestinver Securities, specializing in the coverage of infrastructure companies with a focus on the energy and utilities sectors. He actively covers major Spanish firms such as ACS, where he issued a 'Buy' recommendation in April 2025, reflecting his ongoing engagement with leading market players and a proactive research record. Navarro began his analyst career covering utilities and energy at Mirabaud Securities, Intermoney, and Ahorro Corporación before joining Bestinver in 2022, and he holds a Bachelor's Degree in Law and Business Administration from Universidad Pontificia Comillas (ICADE E-3) in Madrid. While specific performance metrics and professional licenses are not publicly listed, his long-standing presence and senior role in established firms underline a high level of expertise and credibility in his field.

    Alvaro Navarro's questions to Ferrovial (FER) leadership

    Alvaro Navarro's questions to Ferrovial (FER) leadership • Q1 2024

    Question

    Alvaro Navarro inquired about any developments regarding the competing Highway 413 project and its potential impact on the 407 ETR, and whether higher inflation could worsen conditions for managed lane bids.

    Answer

    CFO Ernesto Lopez Mozo stated that the Highway 413 project is back with the regional government and likely won't be finished until the mid-2030s. He believes its net effect on the 407 ETR will be neutral, as it could also spur real estate development that generates new traffic. Regarding bids, he expects the main factor to be increased competition for attractive assets, not worsening conditions due to inflation.

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