Earnings Call Summary | Grupo Aeroportuario Del Sureste SAB De CV(ASR.US) Q2 2024 Earnings Conference
Earnings Call Summary | Grupo Aeroportuario Del Sureste SAB De CV(ASR.US) Q2 2024 Earnings Conference
EBITDA increased by 18% to MXN5 billion, with adjusted EBITDA margin remaining stable at 69%.The following is a summary of the Grupo Aeroportuario Del Sureste, S. A. B. De C. V. (ASR) Q2 2024 Earnings Call Transcript:
以下是Grupo Aeroportuario Del Sureste, S. A. b. De C. V. (ASR) Q2 2024業績會簡報:
Financial Performance:
金融業績：
ASUR reported a revenue increase of nearly 18% to MXN7 billion in Q2 2024, with Colombia, Mexico, and Puerto Rico driving the top-line growth.
Net majority income increased by 50% year-on-year to MXN3.7 billion, also benefiting from a foreign exchange gain of nearly MXN950 million due to the peso depreciation.
EBITDA increased by 18% to MXN5 billion, with adjusted EBITDA margin remaining stable at 69%.
ASUR在2024年第二季度報告中實現了近18%的營業收入增長，達到70億墨西哥披索，該增長主要由哥倫比亞、墨西哥和波多黎各等地推動。
淨多數收入同比增長50%，達到37億墨西哥披索，這也受益於匯率期貨收益約9500萬墨西哥披索的貶值。
EBITDA同比增長18%至50億墨西哥披索，調整後的EBITDA毛利仍保持在69%。
Business Progress:
業務進展：
ASUR experienced a 3% increase in passenger traffic, reaching 18 million passengers, a record high for the second quarter.
Key projects include expansion of Cancun Airport's Terminal 4 and the reconstruction and expansion of Terminal 1, and expansion at Riohacha Airport.
Implementation of various sustainability initiatives, including compliance with ESG reporting and partnership renewals affecting local communities and environmental efforts.
Opened 45 new commercial spaces, contributing to a 7% increase in commercial revenues, with notable growth in Colombia.
ASUR的旅客流量增長了3%，達到1800萬人次，這是第二季度的歷史新高。
重要項目包括擴建坎昆機場的4號航站樓和重建、擴建1號航站樓以及在里奧阿查機場的擴建。
實施各種環保母基計劃，包括遵守ESG報告和續簽影響當地社區和環保努力的夥伴關係。
開設了45個新的商業空間，爲商業收入貢獻了7%的增長，哥倫比亞的增長尤爲顯著。
Opportunities:
機會：
Continued recovery and growth in passenger traffic, especially in Colombia, driven by increased domestic and international segments, and expected normalization in Puerto Rico post-Frontier Airlines operations ramp-up.
客流量的持續恢復和增長，特別是在哥倫比亞，受增加的國內和國際業務和預期在Frontier Airlines運營的波多黎各後正常化的推動。
Risks:
風險：
Challenges include the impact of Pratt & Whitney engine issues and capacity reductions at Mexico City Airport, which are expected to negatively affect domestic traffic.
Potential negative traffic impacts from U.S. election rhetoric criticizing Mexico, which could influence U.S. international bond traffic.
挑戰包括普惠普利引擎問題的影響和墨西哥城機場的運力減少，這預計會對國內客流量產生負面影響。
可能會受到美國選舉言論對墨西哥的批評所帶來的負面客流量影響，這可能會影響美國國際債券客流量。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
