Research Analyst at Bank of Nova Scotia
Gabriel Himelfarb Mustri is an Equity Research Associate Director at Scotiabank Global Banking and Markets, focusing on Latin American transportation infrastructure, particularly the airport and aviation sectors. He covers companies such as Grupo Aeroportuario del Pacífico (GAP), Grupo Aeroportuario del Centro Norte (OMA), and Grupo Aeroportuario del Sureste (ASUR), engaging regularly in earnings calls and sector analysis with a track record of in-depth industry insights. Himelfarb has built his career at Scotiabank, advancing through research roles and holding the Chartered Financial Analyst (CFA) designation, which reflects his commitment to professional standards and financial expertise. His market commentary and research contribute to Scotiabank’s sector strategies, and he is known for analytical rigor and sector-specific knowledge across the Mexican and broader Latin American markets.
Gabriel Himelfarb requested clarification on the expected tariff increases for 2026 and the timeline for reaching 100% maximum tariff fulfillment.
CEO Raúl Revuelta indicated that specific tariff increases for 2026 are still being finalized with AFAC but are expected in February. He projected that GAP would achieve between 93% to 97% fulfillment of the maximum tariff by the end of 2026, contingent on inflation and exchange rates.
Gabriel Himelfarb asked for a reiteration of the expected tariff increases for 2026 and when the company anticipates reaching 100% fulfillment of the maximum tariff.
CEO Raúl Revuelta indicated that specific tariff increases for 2026 are still being finalized with AFAC but are expected in February. He projected that by the end of 2026, the company would achieve between 93% and 97% fulfillment of the maximum tariff, depending on inflation and exchange rates.
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