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    João Francisco Frizo • Goldman Sachs

    João Francisco Frizo's questions to LATAM Airlines Group SA (LTM) leadership

    João Francisco Frizo's questions to LATAM Airlines Group SA (LTM) leadership • Q1 2025

    Question

    João Francisco Frizo asked what would trigger an extraordinary dividend given improving leverage, sought an update on selling shareholders' intentions, and asked if the jet fuel guidance includes hedges.

    Answer

    CEO Roberto Alvo Milosawlewitsch stated that discussions with the board about capital allocation, including additional dividends or buybacks, are ongoing. He noted there was no new information on shareholders' selling decisions. He also confirmed the $90/barrel jet fuel guidance is aligned with the company's hedging strategy and forecast.

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    João Francisco Frizo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership

    João Francisco Frizo's questions to Grupo Aeroportuario del Sureste SAB de CV (ASR) leadership • Q3 2024

    Question

    João Francisco Frizo questioned the flat sequential performance of Mexico's non-aeronautical revenues despite a favorable currency depreciation and asked about the outlook for this segment.

    Answer

    Adolfo Castro Rivas clarified that the focus should be on commercial revenues, which were impacted by a higher mix of domestic traffic this quarter, reducing duty-free sales. He also mentioned that revenue growth is constrained by congestion in Cancun's Terminal 2, a situation expected to be resolved when the new Terminal 1 opens in Q2 2026.

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