OMAB · OMAB Q2 FY2026 earnings call record财报电话会记录

“International passenger traffic decreased by 1.2%, mainly driven by our Monterrey Airport, with lower traffic on the Los Angeles, Dallas, Fort Worth, and San Antonio routes.”

“In terms of growth by airline, Volaris, which accounted for 25% of our total passenger traffic in the quarter, recorded a 7% growth versus the second quarter of 2025, while Viva, which accounted for 50% of the total passenger traffic, recorded a 2% decline.”

“During the quarter, airlines opened 24 new routes across our airports, including 18 domestic and six international routes.”

“OMA's second quarter adjusted EBITDA increased 6.6% to MXN 2.7 billion, while the adjusted EBITDA margin expanded to 75.2%, reflecting revenue growth and disciplined cost management despite continued inflationary and labor cost pressures.”

“First, OMA achieved a sustainability performance target linked to our sustainability-linked bonds, reaching an 88% reduction in Scope 1 and Scope 2 greenhouse gas emissions per passengers by the end of 2025, well above the 58% reduction target set against our 2018 baseline.”

“Proceeds were used to repay MXN 1.7 billion of outstanding short-term bank debt, as well as to repay the MXN 640 million corresponding to our OMA 2023 notes maturing on July 24th.”

“Major maintenance provision was MXN 99 million compared to MXN 50 million in 2Q 2025, reflecting new MDP provisioning requirements.”

“Cash generated from operating activities in the second quarter amounted to MXN 1.8 billion, while investing and financing activities used MXN 776 million and MXN 2.1 billion respectively.”

“At the end of June, total debt amounted to MXN 14.3 billion, and leverage, measured as net debt to adjusted EBITDA ratio, stood at 1.1x.”

“I do not know if you can talk a little bit about your outlook on traffic growth.”

“Wanted to get a little bit of the sense that you get from the industry that you are seeing participating in your volumes.”

“What kind of growth should we expect on those business lines going forward?”