Sign in

    Andressa Varotto • Private Investor

    Andressa Varotto's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership

    Andressa Varotto's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q1 2025

    Question

    Andressa Varotto asked for the full-year MDP CapEx expectation, noting the Q1 figure seemed low, and inquired about the expected deployment pace throughout the year.

    Answer

    Adolfo Castro Rivas guided that the full-year CapEx, after inflation adjustments, would be close to $7 billion pesos for Mexico, $25 million for Puerto Rico, and a small amount for Colombia. He also noted that CapEx deployment follows a seasonal pattern, with the first quarter typically being the lowest and the fourth quarter the highest.

    Ask Fintool Equity Research AI

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

    Andressa Varotto's questions to Central North Airport Group (OMAB) leadership • Q2 2024

    Question

    Andressa Varotto, a private investor, asked for clarification on the maximum tariff, specifically if the compliance rate includes government-agreed discounts and if further increases are planned before the next MDP revision.

    Answer

    CFO Ruffo Pérez del Castillo confirmed that the 99.3% compliance figure already accounts for the agreed-upon discounts. He also stated that looking ahead, the company only anticipates an inflationary adjustment to its aeronautical tariffs next year.

    Ask Fintool Equity Research AI

    Andressa Varotto's questions to Central North Airport Group (OMAB) leadership • Q2 2024

    Question

    Andressa Varotto followed up on the maximum tariff question, asking if the compliance figure includes government-agreed discounts and if further tariff hikes are planned before the next MDP revision.

    Answer

    CFO Ruffo Pérez del Castillo confirmed the 99.3% compliance ratio already accounts for the agreed-upon discounts. He added that for the upcoming year, OMA only anticipates applying a standard inflationary increase to its aeronautical tariffs.

    Ask Fintool Equity Research AI