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Consorcio Ara SAB de CV (ARA) investor relations material

Consorcio Ara SAB de CV Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary25 Jul, 2025

Executive summary

  • Second quarter 2025 revenues reached MXN 2,070 million, the highest since Q4 2019, with strong free cash flow and net income of MXN 172 million.

  • Housing revenues grew 10.6% year-over-year, driven by affordable entry-level and middle-income segments.

  • Shopping center revenues rose 11.1% year-over-year in Q2 2025, with 94.3% occupancy as of June 30, 2025.

  • Dividend of MXN 200 million paid in July 2025, representing 29.1% of 2024 net earnings.

  • S&P affirmed credit rating at 'mxAA-' with stable outlook, highest among Mexican public housing firms.

Financial highlights

  • Q2 2025 operating income was MXN 197.2 million (9.5% margin); net income MXN 172 million (8.3% margin); EBITDA MXN 288.2 million (13.9% margin).

  • First half 2025 revenues totaled MXN 3,920 million, up 12.7% year-over-year; 3,055 homes sold at an average price 6% higher.

  • Free cash flow for H1 2025 was MXN 159 million; net debt and cash equivalents at MXN 2,190 million, down 6.3% from year-end 2024.

  • Cost-bearing debt decreased 5.2% to MXN 2,530 million as of June 30, 2025.

  • Gross margin in Q2 2025 was 26.2%, operating margin 9.5%, net margin 8.3%.

Outlook and guidance

  • Management expects average home prices to increase 2–3% year-over-year in H2 2025, targeting MXN 1.2–1.3 million.

  • Growth target for 2025 remains similar to previous year, with cautious stance due to macroeconomic volatility.

  • Free cash flow expected to remain positive but modest, as new projects are launched to support future operations.

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Q3 202522 Oct, 2025
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Frequently asked questions

Consorcio Ara S.A.B. de C.V. is a Mexico-based real estate development company engaged in the design, construction, and sale of residential properties. The company develops housing projects across various market segments, including low-income, middle-income, and high-end residential units. It also undertakes commercial and mixed-use developments, primarily in urban and suburban areas. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.

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