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Consorcio Ara SAB de CV (ARA) investor relations material
Consorcio Ara SAB de CV Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenues for Q3 2025 reached P$2,010,000,000, up 8.1% year-over-year, with net income rising 15% to P$199,800,000 and EBITDA up 9.2% to P$298,000,000.
Product mix shifted towards higher-value middle income and residential segments, driving higher average selling prices.
Company remains committed to affordable entry-level segment, with new projects planned for Tijuana and expectations for this segment to contribute around 30% of revenues next year.
Diversification initiatives for land bank assets are ongoing, with decisions on development or sale expected next year.
Recognized as an EDGE Champion by IFC for sustainable construction, with ongoing certification of new homes.
Financial highlights
3Q25 gross profit was P$536,200,000 (+7.9% YoY), with a gross margin of 26.7%.
Operating income for Q3 2025 was P$197,000,000 (+2.5% YoY), with an operating margin of 9.8%.
Free cash flow for the quarter was P$183,300,000, and for the first nine months P$342,300,000.
For the first nine months, total revenues were P$5,930,000,000, up 11.1% YoY; net income was P$551,300,000, up 9.5%.
Cash and cash equivalents as of 09/30/2025 were P$2,030,000,000, down 12.9% from year-end due to debt repayment.
Outlook and guidance
Positive free cash flow generation is expected to continue, with a target of around P$500,000,000 for the full year.
Revenue mix is projected to remain diversified, with affordable entry-level, middle income, and residential segments each contributing significantly.
New affordable housing projects in Tijuana and potential joint ventures in northern Mexico are planned.
Management expects to maintain positive momentum and close the year with strong results.
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