Concentradora Fibra Danhos Sa De Cv · BMV:DANHOS/13
Concentradora Fibra Danhos Sa De Cv — Fibra Danhos — Q1 2026 Earnings Presentation
19 slides from Concentradora Fibra Danhos Sa De Cv's earnings presentation, 2026
Slide 1: Fibra Danhos Investor Relations Presentation 1Q 2026
Fibra Danhos Investor Relations Presentation 1Q 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Fibra Danhos (the “Trust”) for informational and discussion purposes. It does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any Certificados Bursátiles Fiduciar
Slide 3: Why Fibra Danhos?
Why Fibra Danhos? • Excellent track record of real estate development, complemented by a growing industrial platform that drives growth and profitability in a sustainable manner. • Solid balance sheet: strong financial structure with low leverage (13.6% LTV). • Premier-quality assets across the reta
Slide 4: Premier Quality & Iconic Properties
Premier Quality & Iconic Properties State of Puebla 18 Mexico Operating Properties 6 Properties in Development Oaxaca 4 Mercados (ZMCM, Puebla, Quintana Roo, Oaxaca) Quintana 1,201,426* Roo Square Meters of GLA Mexico City 91.9% Portfolio Occupancy 13.3% Mixed Uses Offices Retail CAGR since IPO Indu
Slide 5: Fibra Danhos' Milestones
Fibra Danhos’ Milestones DANHOS Parque Puebla and Brothers David and José Opening of Parque Reforma 222 and Parque Qpering ore commercial Tower A office building Opening of Inauguration of Building 2 at Daniel create Danhos Group Alameda Tezontle inaugurated poner ma in Toreo inaugurated Parque Tepe
Slide 6: Evolution of our Operating Portfolio
Evolution of our Operating Portfolio Increase in GLA throughout the years • We have nearly quintupled our GLA since our Initial Public Offering (2013). • We are cautiously analyzing possible investment opportunities, timing is key. 13.3% 4.5x CAGR Δ ARB 1,600 23.3% 1,481 Danhos Industrial EdoMex 3(B
Slide 7: Fibra Danhos' Financial and Operating Indicators
Fibra Danhos’ Financial and Operating Indicators For the three months ended Δ YoY Financial Indicators 1Q26 1Q25 Pbs Total Revenue 1,921,718,612 1,755,908,541 9.4% Net Operating Income 1,522,596,020 1,383,045,193 10.1% EBITDA 1,292,631,228 1,162,117,346 11.2% Consolidated Net Income 1,259,621,249 1,
Slide 8: Key Financial Indicators
Key Financial Indicators Total Assets, Investment & Cash NOI & Operating Costs 90,000 10,000 50.0% 8,000 7,576 7,742 80,000 9,000 6,775 45.0% 7,000 6,189 70,000 5,794 8,000 5,513 40.0% 7,000 6,000 5,153 60,000 4,642 4,766 35.0% 6,000 5,000 4,137 50,000 3,106 30.0% 5,000 4,000 40,000 23.0% 22.9% 22.3
Slide 9: Key Operating Indicators
Key Operating Indicators Occupancy by Property Type Occupancy Cost 14.0% 100% 12.5% 10.5% 10.2% 10.1% 10.3% 10.5% 10.8% 12.0% 80% 9.6% 8.4% 8.5% 8.7% 10.0% 60% 8.0% 40% 6.0% 4.0% 20% 2.0% 0% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1Q26 0.0% Retail Portfolio Industrial Portfolio Office Port
Slide 10: Key Operating Indicators
Key Operating Indicators* Lease Contract Maturities per Year Concentration by Main Tenants 90% 120.0% 99.6% GLA Fixed Rent** % GLA % F.R. 80% 88.1% 100.0% 70% 78.6% TOP 5 227,669 48,370,898 21% 12% 80.0% 60% 56.4% 60.0% TOP 10 363,555 94,577,518 33% 22% 30.4% 50% 40.0% 40% 30.4% 26.0% 20.0% 22.2% 30
Slide 11: Financial strategy long term debt
Financial strategy long term debt Debt maturity profile* Key take aways • We have an authorized local bond issuance program of up to 4,500 4,000 Ps. 8,000 million. • We have a committed and secured green credit facility of Ps. 3,500 950 3,500 million and a short-term credit line of Ps. 1,595 million
Slide 12: Fibra Danhos' Operating Portfolio
Fibra Danhos’ Operating Portfolio 22.6% Office Portfolio GLA 271,443 sqm Retail Portfolio Occupancy 78.8% GLA 670,319 sqm WALT* 4.3 años Occupancy WALT* 94.1% 2.6 años Total GLA 21.7% 1,201,426 sqm Industrial Portfolio GLA 259,664 sqm Occupancy 100% 55.7% VPP* 9.0 años *Weighted Average Lease Term R
Slide 13: Corporate Governance in line with highest standards
Corporate Governance in line with highest standards Technical Committee 33% Independent Audit Committee Nomination Committee Corporate Practices Committee 100% Independent 60% Independent 100% Independent ESG Committee Innovation Committee Technical Committee is the highest governing body and is com
Slide 14: Fibra Danhos' ESG Commitments
Fibra Danhos’ ESG Commitments Key Takeaways We issued our first SLB, which is linked to the Currently, 80% of our office building GLA is percentage of our portfolio that is LEED Gold or LEED O-M v4.1 certified. Platinum certified in Operation and Maintenance We have completed the installation of sol
Slide 15: Development Portfolio
Development Portfolio Parque Industrial Danhos Palomas (Building 2) - Opening Date: Fourth Quarter 2026 Building 2 at Danhos Industrial Palomas has commenced development under a speculative scheme, with an estimated completion date toward the end of 2026. With the delivery of this building, the seco
Slide 16: Development Portfolio
Development Portfolio Parque Industrial Danhos Palomas (Building 3) - Opening Date: Fourth Quarter 2026 Building 3 at Danhos Industrial Palomas represents a significant milestone in the consolidation of our logistics strategy within the CTT corridor. It is a 110,000 sqm build-to-suit project for a d
Slide 17: Development Portfolio
Development Portfolio Danhos Industrial EdoMex III (buildings 1 & 2) - Opening Date: Fourth Quarter 2026 At Danhos Industrial EdoMéx III, our new industrial development, the lease agreements for the first two buildings, totaling approximately 210,000 m², were executed, and their construction has alr
Slide 18: Development Portfolio
Development Portfolio The Ritz-Carlton, Cancún, Punta Nizuc Fibra Danhos, together with Marriott International, FibraHotel, and Beyond Ventures, announced the signing of the The Ritz- Carlton Cancún, Punta Nizuc brand for the project under development in the Yucatán Peninsula. The property, located
Slide 19: Portafolio Fibra Danhos
Portafolio Fibra Danhos DANHOSFIER 4 Fibra Danhos’ Portfoli Opening Year GLA ofGLA Occupancy rking Spaces Current Operating Portfolio Retail 1. Parque Alameda 2003 Cuauhtémoc, CDMX 15,825 11% 98.7% 302 2. Parque Delta 2005/2016 (expansion) Benito Juarez, CDMX 73,156 49% 98.4% 2,880 3. Parque Durazno