Grupo Posadas (POSADAS ) investor relations material

Executive summary

• Q2 2026 revenue was $2,793 million MXN, a 2% decrease quarter-over-quarter and year-over-year.

• EBITDA for Q2 2026 was $400 million MXN, down 21% sequentially and year-over-year.

• Net income for Q2 2026 was $303 million MXN, a 35% decrease from the previous quarter, while another report notes a net loss of $43 million compared to net income of $303 million in Q2 2025.

• Cash available as of June 30, 2026, was $1.3 billion MXN, with 35% in USD.

• The sale of a hotel in Mexico City was completed, with continued operation under management and existing brands.

Financial highlights

• RevPAR decreased by 3% year-over-year to 2,371 MXN, with occupancy at 61%.

• Total revenue for 1H 2026 was $5,682 million MXN, down 1% year-over-year.

• EBITDA for 1H 2026 was $806 million MXN, a 25% decrease year-over-year.

• Net income for 1H 2026 was $452 million MXN, down 26% year-over-year.

• Cash and cash equivalents at June 30, 2026, were $1,318.7 million.

Outlook and guidance

• Pipeline includes 36 new hotels with 4,790 rooms, representing 16% growth; 61% of new rooms are in coastal destinations.

• All new hotels are expected to be operational by 2028, with average contract terms exceeding 15 years.

• One hotel opening in 2Q26 added 122–123 rooms; total rooms increased to 31,299.