Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q3 2023 Earnings Conference Call October 24, 2023 10:00 AM ET Company Participants Adolfo Castro - Chief Executive Officer Conference Call Participants Juan Ponce - Bradesco BBI Guilherme Mendes - JPMorgan Fernanda Recchia - BTG Pactual Bruno Amorim - Goldman Sachs Alberto Valerio - UBS Anton Mortenkotter - GBM Stephen Trent - Citi Pablo Ricalde - Santander Pablo Monsivais - Barclays Arthur Suelotto - APO Capital Luis Lama - BlackRock Operator Go ...

Financial Data and Key Metrics Changes - Total passenger traffic growth slowed to nearly 4%, reaching a record high of 17.3 million travelers in Q2 2023 [8] - Revenues increased by 5% to MXN6 billion, driven by growth in aeronautical and non-aeronautical revenues in Mexico [11] - Consolidated EBITDA rose by 3% to MXN4.2 billion, with a decline in adjusted EBITDA margin by 140 basis points to 69% [14] Business Line Data and Key Metrics Changes - In Mexico, passenger traffic grew by 9%, with domestic travel up 17% and international traffic in low single digits [9] - Puerto Rico saw the fastest growth in passenger traffic at 15%, with domestic traffic up 12% and international traffic up 44% [10] - Colombia experienced a contraction of nearly 18% in total passenger traffic, with domestic and international passengers declining by 20% and 4%, respectively [10] Market Data and Key Metrics Changes - Mexico accounted for 74% of total revenues, while Puerto Rico and Colombia represented 16% and 10%, respectively [11] - The strong Mexican peso appreciated by 15% against the U.S. dollar and 18% against the Colombian peso, impacting revenue figures [10] Company Strategy and Development Direction - The company entered a joint business investment agreement to develop a private international airport in Bavaro, Dominican Republic, with an initial investment of $17.8 million [3] - The Bavaro International Airport is expected to serve 8 million passengers annually and is projected to begin operations in approximately three years [6][7] Management's Comments on Operating Environment and Future Outlook - Management noted a slowdown in passenger traffic growth due to the suspension of two Colombian airlines and the impact of a strong peso [8][14] - The company maintains a robust balance sheet with cash and cash equivalents over MXN14 billion, indicating a solid financial position [15] Other Important Information - Shareholders approved an ordinary cash dividend of MXN9.93 per share and an extraordinary cash dividend of MXN10 per share to be paid in November [7] - The company opened 20 new commercial spaces in Mexico, four in Puerto Rico, and 44 in Colombia over the last 12 months [12] Q&A Session Summary Question: What is the target passenger capacity for the Bavaro airport and expected income? - The project aims for an 8 million passenger capacity, but it is too early to determine the expected income as operations are three years away from commencement [17][18] Question: What are the expectations regarding the Master Development Plan (MDP) and any changes in negotiations? - No significant changes have been observed in the MDP negotiations compared to previous years, with ongoing reviews of airport projects [19][20] Question: How will the ramp-up of operations at the Dominican Republic airport occur, and what is the competition like? - The ramp-up to 8 million passengers is expected to take between five to seven years, with competition from Punta Cana International Airport [22][23] Question: What is the outlook for traffic recovery in Colombia post airline suspensions? - Recovery in Colombia is not expected to be fast, with ongoing impacts from the suspension of two airlines [22][23] Question: What is the regulatory framework for the Bavaro airport joint venture? - The regulatory framework is a dual-till system, with the government having a say in specific tariffs, differing from regulations in Mexico and Colombia [25][28] Question: Have there been any impacts on consumption at the airports due to currency fluctuations? - No significant impacts on consumption have been observed, although the strong peso has affected revenue translations [30][31] Question: What is the expected capital expenditure for the final year of the MDP? - The expected capital expenditure for the final year of the MDP is around MXN600 million [37] Question: How has international traffic from the U.S. to Cancun been performing? - There has been a small increase in U.S. traffic compared to the previous year, with most growth coming from Canada [39]

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q1 2023 Results Conference Call April 25, 2023 10:00 AM ET Company Participants Adolfo Castro - CEO Conference Call Participants Guilherme Mendes - JP Morgan Rodolfo Ramos - Bradesco BBI Alberto Valerio - UBS Juan Macedo - GBM Bruno Amorim - Goldman Sachs Philippe Nielsen - Citi Gabriel Himelfarb - Scotia Bank Francisco Suarez - Scotiabank Alan Macias - Bank of America Lucila Gomez - Compass Group Fernanda Radia - APG Mauricio Butrago - AM Adviso ...

Company Information - Grupo Aeroportuario del Sureste, S.A.B. de C.V. is a foreign private issuer under the Securities Exchange Act of 1934[1] Report Details - The report was signed by CEO Adolfo Castro Rivas on April 17, 2023[2]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended December 31, 2022 Commission File Number 1-15132 Grupo Aeroportuario del Sureste, S.A.B. de C.V. (Exact name of registrant as specified in its charter) Southeast Airport Group United Mexican States (Translation of registrant’s name into English) (Jurisdiction of incorporation or organization) Bosque de Alisos No. 47A ...

Call Start: 10:00 January 1, 0000 10:40 AM ET Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q4 2022 Earnings Conference Call February 24, 2023 10:00 ET Company Participants Adolfo Castro - Chief Executive Officer Conference Call Participants Alan Macias - Bank of America Filipe Nielsen - Citigroup Javier Gayol - Santander Asset Management Gabriel Himelfarb - Scotiabank Pablo Monsivais - Barclays Julia Orsi - JPMorgan Lucia Gomez - Compass Group Regis Cardoso - Credit Suisse Francisco Suarez ...

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q3 2022 Earnings Conference Call October 25, 2022 10:00 AM ET Company Participants Adolfo Castro - CEO Conference Call Participants Rodolfo Ramos - Bradesco BBI Filipe Nielsen - Citi Gabriel Himelfarb - Scotiabank Andressa Varotto - UBS Alejandro Zamacona - Credit Suisse Guilherme Mendes - JPMorgan Operator Good day ladies and gentlemen, and welcome to ASUR's Third Quarter 2022 Earnings Conference Call. My name is Elaine and I will be your operat ...

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q2 2022 Earnings Conference Call July 26, 2022 10:00 AM ET Company Participants Adolfo Castro - Chief Executive Officer Conference Call Participants Alejandro Zamacona - Credit Suites Lucila Gomez - Compass Group Stephen Trent - Citi Rodolfo Ramos - Bradesco BBI Anton Mortenkotter - GBM Pablo Monsivais - Barclays Gabriel Himelfarb - Scotiabank Guilherme Mendes - JPMorgan Operator Good day, ladies and gentlemen, and welcome to ASUR's Second Quar ...

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) Q1 2022 Earnings Conference Call April 26, 2022 10:00 AM ET Company Participants Adolfo Castro - Chief Executive Officer Conference Call Participants Alan Macias - Bank of America Alejandro Zamacona - Credit Suisse Francisco Suárez - Scotiabank Guilherme Mendes - JPMorgan Rodolfo Ramos - Bradesco BBI Juan Macedo - GBM Gabriel Himelfarb - Scotiabank Javier Gayol - GBM Pablo Monsivais - Barclays Giovanni Bisogno - Santander Operator Good day, ladie ...