Concentradora Fibra Danhos Sa De Cv · BMV:DANHOS/13
Concentradora Fibra Danhos Sa De Cv — Fibra Danhos — Q2 2026 Earnings Presentation
19 slides from Concentradora Fibra Danhos Sa De Cv's earnings presentation, 2026
Slide 1: Fibra Danhos Investor Relations Presentation 2Q 2026
Fibra Danhos Investor Relations Presentation 2Q 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 (14.0% 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 (CDMX, State of Mexico, Puebla, Quintana Roo, Oaxaca) Quintana 1,266,881 * Roo Square Meters of GLA Mexico City 89.2% Portfolio Occupancy 13.3% Mixed Uses Offices Retail C
Slide 5: Fibra Danhos' Milestones
Fibra Danhos’ Milestones DANHOSFIERA DANHOS! = — Fibra Danhos was listed on Opening of Via Vallejo, the hotel the Mexican Stock Exchange component and Office Towers B and Parque Puebla's hotel Building 1 at Parque Industrial (BMV) with an initial portfolio C at Toreo Parque Central, and the componen
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. 14.0% 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 For the six months ended Δ YoY Δ YoY Financial Indicators June 30, 2026 June 30, 2025 June 30, 2026 June 30, 2025 Pbs Pbs Total Revenue 2,050,501,038 1,873,622,351 9.4% 3,972,219,650 3,629,530,892 9.4% Net Operating Income 1
Slide 8: Key Financial Indicators
Key Financial Indicators Total Assets, Investment & Cash NOI & Operating Costs 90,000 10,000 8,000 7,576 7,919 50.0% 6,775 80,000 9,000 6,189 7,000 45.0% 70,000 8,000 5,794 5,513 5,153 6,000 40.0% 60,000 7,000 4,642 4,766 50,000 6,000 5,000 4,137 35.0% 5,000 40,000 4,000 3,106 30.0% 3,088 4,000 2,44
Slide 9: Key Operating Indicators
Key Operating Indicators Occupancy by Property Type Occupancy Cost 14.0% 100% 12.5% 12.0% 10.5% 10.2% 10.1% 10.3% 10.5% 10.7% 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 2Q26 0.0% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Slide 10: Key Operating Indicators
Key Operating Indicators* Lease Contract Maturities per Year Concentration by Main Tenants 90% 120.0% 99.5% 100.0% 80% 86.3% 100.0% GLA Fixed Rent** % GLA % F.R. 70% 74.6% TOP 5 230,430 48,666,513 20% 11% 80.0% 60% 51.8% 60.0% 50% 40% 24.8% 40.0% TOP 10 383,737 87,259,347 30% 20% 24.8% 27.0% 20.0% 3
Slide 11: Debt Profile
Debt Profile Short-Term Credit Facilityng Debt Remaining Outstanding Debt Lender / Issuance Currency Interest Rate Issue Date Maturity Date Term Balance Cebures Local (DANHOS 17) MXN 8.54% 10-jul-17 28-jun-27 1.0 2,500,000,000 Cebures Local (DANHOS 23L) MXN 10.67% 18-ago-23 9-ago-30 4.2 2,500,000,00
Slide 12: Debt Profile
Debt Profile Debt Maturity Profile* 750 750 2,500 2,500 2,050 950 1050 1050 2026 2027 2029 2030 2031 2032 Línea L.P. (Inbursa) LíneaL.P. (BBVA) Línea C.P. (BBVA) DANHOS 26-2L DANHOS 26L DANHOS 23L DANHOS 17 Key take aways Financial Covenants Covenant al 2T 2026 Ratio Limit • We have an authorized lo
Slide 13: 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 14: 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 15: Fibra Danhos' ESG Commitments
Fibra Danhos’ ESG Commitments Key Takeaways Issued Sustainability-Linked Bonds (SLBs) tied Currently, 80% of our office building GLA is to the proportion of total gross leasable area LEED O-M v4.1 certified. certified under LEED Core & Shell (BD+C). We have completed the installation of solar An ESG
Slide 16: Development Portfolio
Development Portfolio Danhos Industrial Palomas (Building 3) - Expected Delivery Date: Fourth Quarter 2026 Building 3 of Danhos Industrial Palomas represents a significant step forward in consolidating our logistics strategy within the CTT corridor. It is a 110,000 m² Build-to-Suit project for a dom
Slide 17: Development Portfolio
Development Portfolio Danhos Industrial EdoMex III (Buildings 1, 2 & 3) - Expected Delivery Date: Buildings 1 and 2: Fourth Quarter 2026; Building 3: First Quarter 2027 Danhos Industrial EdoMex III, our newest industrial development, lease agreements were executed for the first two buildings, which
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 DANHOSFIERA bra Danhos’ Portfol ening Year State / Municipality GLA ofGLA Occupancy _—Parking Retail 1. Parque Alameda 2003 Cuauhtémoc, Mexico City 15,825 1.3% 99.0% 302 2. Parque Delta 2005/2016 (expansion) Benito Juarez, Mexico City 73,162 5.8% 99.3% 2,880 3. Parque Durazno