Fibra Mty S A P I (FMTY 14) investor relations material

Strategic growth and portfolio expansion

• Completed the largest public M&A transaction in Mexico in over a decade, acquiring 80.69% of Fibra Macquarie and significantly increasing assets under management and market cap.

• Portfolio now includes 383 properties across 17 states, totaling 60 million sf of GLA with 93.9% occupancy, and a strong presence in border states.

• Geographic and asset diversification enhanced, with industrial assets making up over 80% of the portfolio and a focus on high-growth regions.

• Ongoing portfolio repositioning through divestment of non-industrial assets and reinvestment in industrial and high-performing office properties.

• Embedded NAV and AFFO upside from development projects, with a robust pipeline and average yield on cost between 9-11%.

Financial performance and capital structure

• Annualized total return since IPO is approximately 11%, with consistent outperformance versus equity benchmarks.

• Investment grade credit ratings and disciplined capital structure, maintaining net loan-to-value at 25.3% and net debt to adjusted EBITDA at 3.9x.

• Strong liquidity with available credit lines representing 19% of assets and an average debt maturity of 3.1 years.

• AFFO per share performance in line with guidance, supported by high occupancy and long-term leases.

• EBITDA and NOI margins remain among the highest in the sector, reflecting scale-driven cost efficiency and internalized management.

Market positioning and operational excellence

• Among the top 30 most traded companies on the Mexican Stock Exchange, with ADTV more than doubling post-acquisition.

• Portfolio concentrated in regions with strong industrial demand, benefiting from Mexico’s nearshoring trend and competitive advantages in labor and logistics.

• Tenant base includes leading multinationals, with a weighted average lease term of 3.9 years and inflation-linked leases.

• High retention and absorption rates, with 94.3% retention and 104.4% absorption to maturity.

• Proven acquisition execution capabilities, with most deals sourced off-market and a weighted going-in cap rate of 8.7%.