Concentradora Fibra Danhos Sa de CV · BMV:DANHOS/13
Concentradora Fibra Danhos Sa de CV — Fibra Danhos — Q3 2026 Earnings Presentation
19 slides from Concentradora Fibra Danhos Sa de CV's earnings presentation, November 2026
Slide 1: Fibra Danhos Investor Relations Presentation 3Q 2026
Fibra Danhos Investor Relations Presentation 3Q 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 (14.1% 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 5 Markets (CDMX, State of Mexico, Puebla, Quintana Roo, Oaxaca) Quintana 1,321,920* Roo Square Meters of GLA Mexico City 90.2% Portfolio Occupancy 14.1% Mixed Uses Offices Retail CAG
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 carefully evaluate potential investment opportunities that could add value to our portfolio, timing is key. 14.1% 4.6x CAGR Δ GLA 1,600 23.3% 1
Slide 7: Fibra Danhos’ Financial and Operating Indicators
Fibra Danhos’ Financial and Operating Indicators For the three months ended For the nine months ended Δ YoY Δ YoY Financial Indicators Sept. 30, 2026 Sept. 30, 2025 Sept. 30, 2026 Sept. 30, 2025 Pbs Pbs Total Revenue 2,062,870,749 1,899,612,840 8.6% 6,035,090,399 5,529,143,733 9.2% Net Operating Inc
Slide 8: Key Financial Indicators
Key Financial Indicators Total Assets, Investment & Cash NOI & Operating Costs 9,000 40.0% 90,000 10,000 8,082 7,576 8,000 80,000 35.0% 9,000 7,000 6,775 70,000 6,189 8,000 5,794 5,513 6,000 30.0% 60,000 7,000 5,153 6,000 5,000 4,642 4,766 50,000 23.0% 4,137 22.9% 22.3% 25.0% 21.6% 21.5% 21.8% 5,000
Slide 9: Key Operating Indicators
Key Operating Indicators Occupancy by Property Type Occupancy Cost 14.0% 1.2 12.5% 10.5% 10.2% 10.1% 10.3% 10.5% 10.9% 12.0% 1 9.6% 8.4% 8.5% 8.7% 10.0% 0.8 8.0% 0.6 6.0% 0.4 4.0% 0.2 2.0% 0 0.0% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 3Q26 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% 99.4% 100.0% GLA Fixed Rent** % GLA % F.R. 84.0% 80% 100.0% 70% 68.3% 80.0% TOP 5 211,180 48,972,019 24% 12% 60% 45.4% 60.0% 50% 40.0% TOP 10 350,597 95,646,123 41% 24% 40% 15.8% 29.6% 20.0% 30% 22.
Slide 11: Debt Profile
Debt Profile Fibra Danhos Outstanding 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 0.75 2,500,000,000 Cebures Local (DANHOS 23L) MXN 10.67% 18-ago-23 9-ago-30 3.91 2,500,000,000
Slide 12: Fibra Danhos’ Operating Portfolio
Fibra Danhos’ Operating Portfolio Office Portfolio GLA 271,608 m² Retail Portfolio Occupancy Rate 82.2% GLA 672,812 m² WALT* 4.4 years Occupancy Rate 94.8% 20.5% WALT* 2.7 years Total GLA 28.6% 1,321,900 m² Industrial Portfolio GLA 377,500 m² Portfolio Occupancy 50.9% Occupancy Rate 88.0% Total 90.2
Slide 13: Corporate Governance
Corporate Governance Technical Committee 33% independent Audit Committee Nominations Committee Corporate Practices Committee 100% independent 67% independent 100% independent ESG Committee Innovation Committee The Technical Committee, Fibra Danhos’ highest governing body, is composed of 12 members,
Slide 14: Fibra Danhos’ ESG Commitments and Strategy
Fibra Danhos’ ESG Commitments and Strategy Progress and Commitments 80% MXN 4,600 million of our office portfolio's GLA is LEED O+M in Sustainability-Linked Bonds (SLBs) v4.1 certified. issued, reinforcing our commitment to our sustainability goals. 16 Mexican Companies 20% Fibra Danhos was included
Slide 15: Developments Completed in 3Q2026
Developments Completed in 3Q2026 Danhos Industrial EdoMex III – Building 1: Completed; Building 2: Completed and Delivered Fibra Danhos completed and delivered Building 2 of Danhos Industrial EdoMex III on schedule, with a Gross Leasable Area (GLA) of 104,802 sqm, marking the first delivery at its t
Slide 16: Developments Completed in 3Q2026
Developments Completed in 3Q2026 Danhos Industrial Palomas (Building 3) – First Phase Completed With the completion of the first phase of Building 3, Fibra Danhos has finalized the development of Danhos Industrial Palomas in its current configuration, with only the planned future expansions of this
Slide 17: Development Portfolio
Development Portfolio Danhos Industrial EdoMex III (Buildings 3 and 4) – Building 4: 4Q2026; Building 3: 2Q2027 Danhos Industrial EdoMex III, our third industrial park, continues to make progress in its development and leasing activities. The first two buildings are fully leased; as previously menti
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 Ritz- Carlton brand for the development project in the Yucatán Peninsula. Located in Punta Nizuc, within Cancún’s Hotel Zone,
Slide 19: Fibra Danhos’ Portfolio
Fibra Danhos’ Portfolio DANHOSFIERA Fibra Danhos’ Portfolio Opening Year State / Municipality GLA % of Occupancy _ Parking Spaces Operating Portfolio Retail 1. Parque Alameda 2003 Cuauhtémoc, Mexico City 15,825 1.0% 99.0% 302 2. Parque Delta 2005/2016 (expansion) Benito Juarez, Mexico City 73,162 48