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    Enrique Sojo • Fundamenta Investments

    Enrique Sojo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership

    Enrique Sojo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q2 2025

    Question

    Enrique Sojo from Fundamenta Investments questioned the outlook for international traffic in Mexico for the second half of the year, given the declines in the first half. He also asked whether to expect a strong rebound or a gradual recovery in domestic passenger numbers.

    Answer

    CEO Adolfo Castro Rivas noted that 38% of the Q2 international decline was due to Tulum, with the remainder from broader market weakness. The future depends on economic conditions and migration policies. For domestic traffic, he expects a better performance and an end to the declines for the rest of the year, but did not commit to a 'strong rebound'.

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    Enrique Sojo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q2 2025

    Question

    Enrique Sojo requested a deeper analysis of Mexico's international traffic dynamics for the second half of the year and asked whether the domestic passenger recovery would be a strong rebound or more gradual.

    Answer

    CEO Adolfo Castro Rivas stated that 38% of the international traffic decline was due to the Tulum airport's ramp-up, with the remainder from broader market weakness. He indicated the domestic recovery would be gradual, expecting an end to declines rather than a sharp rebound.

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    Enrique Sojo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q4 2024

    Question

    Enrique Sojo asked if new information from Volaris about prolonged GTF engine issues and slower capacity growth would significantly hinder ASUR's short-to-medium term growth.

    Answer

    Executive Adolfo Castro Rivas acknowledged the ongoing Pratt & Whitney issues but highlighted the net increase in aircraft across major carriers. He expects the most significant effects to persist through the first three quarters of the year before the situation begins to improve.

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