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Andressa Varotto

Research Analyst at private investor

Andressa Varotto is an Equity Analyst at UBS Brasil CCTVM SA, specializing in analyzing Brazilian equities within the finance sector. She has been covering publicly listed companies such as Santos Brasil Participações S.A., providing institutional clients with research and investment insights since joining UBS Brasil in December 2017. Varotto began her tenure at UBS after prior roles in the finance industry, contributing to investment decision-making through detailed fundamental analysis. Her professional network and experience reflect her dedicated focus on Brazil's financial market, though specific performance metrics and formal industry credentials are not publicly disclosed.

Andressa Varotto's questions to SOUTHEAST AIRPORT (ASR) leadership

Question · Q4 2025

Andressa Varotto from UBS inquired about future revenue and EBITDA projections for the recently acquired ASUR US operations, seeking clarity on how to model its full-year impact. She also requested an update on the acquisition process for Motiva Airports and asked whether the lower tax rate observed in the quarter was a one-off event or a sustainable trend.

Answer

Adolfo Castro Rivas, CEO of ASUR, explained that the initial 20-day results for ASUR US are not indicative of a normalized full year, anticipating a significant jump in performance with the Q3 2026 opening of the new Terminal 1 at JFK Airport. He confirmed that the Motiva acquisition process is progressing well, with closing expected by the end of Q1 or beginning of Q2 2026, pending aeronautical approvals. Regarding the tax rate, Mr. Castro clarified that it was related to the full year's results, implying it was not a one-off but tied to annual performance.

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Question · Q4 2025

Andressa Varotto with UBS inquired about projections for the ASUR US acquisition's revenue and EBITDA contribution for the upcoming year, based on the recent quarter's performance, and sought an update on the Motiva Airports acquisition process. She also asked if the lower tax rate observed this quarter is a sustainable trend or a one-off event.

Answer

Adolfo Castro Rivas, CEO of ASUR, clarified that the initial 20-day results for ASUR US are not indicative of a normalized full year 2026, anticipating a significant increase in Q3 2026 with the opening of JFK's new Terminal 1. He confirmed the Motiva acquisition process is progressing well, with closing expected by early Q2 2026, pending regulatory approvals. Regarding the tax rate, Mr. Castro stated it is related to the year's overall results, implying it's not a one-off.

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Andressa Varotto's questions to Central North Airport (OMAB) leadership

Question · Q2 2024

Asked for clarification on the maximum tariff compliance, specifically if it includes government-agreed discounts, and inquired about future plans for tariff increases before the next MDP revision.

Answer

The 99.3% compliance figure already accounts for last year's discounts and this year's inflation adjustment. The only further increase planned before the next MDP revision is an inflationary adjustment for the next year.

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