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    Ernst Mortenkotter • Grupo Bursátil Mexicano (GBM)

    Ernst Mortenkotter's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership

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

    Question

    Ernst Mortenkotter asked if the strong Q1 results in Colombia were a direct result of the strategy to increase prices on commercial contracts and whether this trend is expected to continue.

    Answer

    Adolfo Castro Rivas confirmed that the performance in Colombia reflects a successful strategy, which includes opening new commercial spaces and business-as-usual execution, in addition to favorable exchange rates. He stated the strategy is to continue this work and recommended analyzing historical reports in Colombian pesos to see the full effect of their efforts since 2017.

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

    Question

    Ernst Mortenkotter asked about the drivers behind the strong growth in non-aeronautical revenue per passenger and sought details on the renewal terms of commercial contracts.

    Answer

    Executive Adolfo Castro Rivas attributed the strong performance primarily to the favorable foreign exchange impact from a weaker peso in Q4. He explained that commercial contract terms vary from 3 to 7 years with no set annual expiration rate, and the company's strategy focuses on maximizing tenant sales rather than simply increasing concession fees.

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    Ernst Mortenkotter's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership

    Ernst Mortenkotter's questions to Grupo Aeroportuario del Pacifico SAB de CV (PAC) leadership • Q4 2024

    Question

    Ernst Mortenkotter from GBM asked for a quick clarification on whether the announced 15% tariff increase is in real or nominal terms.

    Answer

    Executive Raul Musalem confirmed that the 15% increase is a nominal increase applied to the current tariffs.

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