Recent Updates — ASR

Grupo Aeroportuario del Sureste reported third-quarter results showing total revenue increased 18.9% year-over-year to Ps.10,420.5 million, driven by the full month of operations from its September acquisition of CPC Aeroportos and U.S. commercial assets. Consolidated EBITDA rose 1.7% to Ps.4,719.3 million, while adjusted EBITDA margin decreased to 60.3% from 66.7% in the prior year period due to construction revenue recognition under IFRIC 12. Total passenger traffic declined 1.2%, with decreases in Mexico and Puerto Rico offset by growth in Colombia and Brazil & Others. Net income increased 4.4% to Ps.2,307.9 million, translating to earnings per ADS of $3.98. The company operates a diversified portfolio of airport concessions across the Americas.

Grupo Aeroportuario del Sureste, S.A.B. de C.V., through its subsidiary Aeropuerto de Cancún, completed the offering of U.S.$900 million in 6.711% senior notes due October 8, 2031, and U.S.$900 million in 7.491% senior notes due October 8, 2036. The combined $1.8 billion issuance received BBB ratings from S&P Global Ratings and BBB+ from Fitch Ratings. ASUR intends to use the net proceeds primarily to refinance outstanding principal amounts of two bridge credit facilities totaling approximately U.S.$2.2 billion incurred in connection with recent acquisitions, including ASUR US Commercial Airports and CPC Aeroporto. The remaining proceeds may be used for other financial liabilities and general corporate purposes. The notes settled on October 8, 2026, and are expected to be listed on the Singapore Exchange. Grupo Aeroportuario del Sureste operates a diversified portfolio of airport concessions across the Americas.

Grupo Aeroportuario del Sureste reported total passenger traffic for September 2026 reached 8.6 million, remaining flat year-over-year. The figure includes the first full month of operations in Brazil, Costa Rica, Curacao and Ecuador following the CPC Aeroportos acquisition. Traffic increased in Colombia (5.7%), Puerto Rico (3.1%), Brazil (2.6%) and Ecuador (1.7%), while declining in Mexico City (-6.1%), Costa Rica (-6.1%) and Curacao (-0.9%). Year-to-date traffic fell 0.7% to 57.2 million. The company operates a diversified portfolio of airport concessions across the Americas.

Grupo Aeroportuario del Sureste reported net income of Ps5,311 million (US$304.0 million) for the six months ended June 30, 2026, a 10.1% decrease from the prior year period. Adjusted Consolidated EBITDA declined 7.5% to Ps9,942.5 million, with an adjusted margin of 63.3%. Total revenue increased 5.0% to Ps18,377.9 million, driven by a 41.2% rise in construction services and an 8.0% increase in non-aeronautical revenues, partially offset by a 3.5% drop in aeronautical fees as passenger traffic fell 0.3% to 36.2 million. The company paid Ps3,000 million in dividends during the period. On September 1, 2026, ASUR completed its acquisition of CPC Aeroportos for approximately US$992.2 million, expanding its portfolio to include 20 airports across Latin America. Additionally, shareholders approved a corporate reorganization merging ITA into ASUR in August 2026. The company operates as an airport infrastructure developer and operator managing concessions in Mexico, Puerto Rico, Colombia, and the United States.

Grupo Aeroportuario del Sureste (ASUR) closed its acquisition of Motiva Infraestrutura de Mobilidade S.A.'s entire equity interest in Companhia de Participações em Concessões for a purchase price of R$5.1 billion, equivalent to US$992.2 million after customary closing adjustments. The transaction was financed through a loan facility arranged when ASUR submitted its offer and represents a key component of the company's growth strategy. As a result, ASUR has added 20 airports across four markets in Latin America and the Caribbean, including Brazil, to its portfolio. Grupo Aeroportuario del Sureste is an international airport operator with concessions to operate, maintain, and develop airports across the Americas.

Grupo Aeroportuario del Sureste reported total passenger traffic for July 2026 reached 6.4 million passengers, a 1.9% decrease compared to the same period in 2025. Traffic increased by 5.8% in Colombia but declined by 4.0% in Mexico and 5.1% in Puerto Rico. Year-to-date through July 2026, total traffic stood at approximately 42.6 million passengers, down 0.6% from the prior year. The company operates airports across Mexico, Colombia, and Puerto Rico.