Logotype for Grupo Aeroportuario del Sureste S. A. B. de C. V.

Grupo Aeroportuario del Sureste (ASURB) Investor Presentation summary

Event summary combining transcript, slides, and related documents.

Logotype for Grupo Aeroportuario del Sureste S. A. B. de C. V.

Investor Presentation summary

23 Oct, 2025

Strategic positioning and operations

  • Operates 16 airports across Mexico, Puerto Rico, and Colombia, with a total of 71.3 million passengers in 2024, showing a 1.1% year-over-year increase.

  • Holds long-term concessions in attractive locations, balancing international and domestic traffic.

  • Recent expansion into the U.S. market through acquisition of commercial programs at major airports like LAX, JFK, and ORD.

  • San Juan (Puerto Rico) and Airplan (Colombia) operations contribute significantly to international presence and passenger growth.

  • Cancun International Airport remains a key hub, accounting for nearly 80% of Mexican passenger traffic.

Financial performance and revenue structure

  • 2024 total revenue reached Ps. 20,972 million, with 68.9% from regulated (aeronautical) and 31.1% from non-regulated (commercial) sources.

  • Commercial revenue per passenger in Mexico was Ps. 164.2 for 6M 2025, up 9.8% year-over-year.

  • EBITDA margin in Mexico for 6M 2025 was 73.9%, reflecting strong profitability.

  • Commercial revenues per passenger outperform regional peers, with a 2000–2024 CAGR of 18.8%.

  • Dividend payments have grown, with Ps. 80.00 per share paid in 2024.

Sustainability and ESG initiatives

  • Achieved Level 3 Airport Carbon Accreditation and ISO 14001 certification at all Mexican airports.

  • Generated 3.3 million kWh of clean energy in 2024, a 32% increase over 2023.

  • Reduced refuse generated in Mexico by 17.5% compared to 2023.

  • 36.4% of board members are women; strong focus on diversity, inclusion, and community investment.

  • Recognized for sustainable tourism and social responsibility by multiple agencies.

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