19 slides from Concentradora Fibra Danhos Sa De Cv's earnings presentation, Feb 24, 2026
Slide 1: Fibra Danhos Investor Relations Presentation 4Q 2025
Fibra Danhos Investor Relations Presentation 4Q 2025
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? • Proven track record on Real Estate development, with a growing industrial portfolio that strengthens growth and profitability on a sustained basis. • Strong balance sheet: sound financial structure with low leverage (13.5% LTV). • Premier-quality assets across retail, office, ind
Slide 4: Premier Quality & Iconic Properties
Premier Quality & Iconic Properties Estado de Puebla 18 México Operating Properties 6 Properties in Development Oaxaca 4 Markets (MCMA, Puebla, Yucatan, Oaxaca) 1,201,429 * Yucatán Square Meters of GLA Ciudad de México 91.5% Portfolio Occupancy 13.3% Mixed Uses Offices Retail CAGR since IPO Industri
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 Portfolio
Evolution of our 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 GLA 1,400 15.0% 1,201 1,200 11.0% Parque Industrial Palomas
Slide 7: Fibra Danhos' Financial and Operating Indicators
Fibra Danhos’ Financial and Operating Indicators For the three months ended Change % / Financial Indicators 4Q25 4Q24 2025 2024 Δ YoY Pbs Total Revenue 2,047,283,854 1,923,050,888 6.5% 7,576,427,587 6,774,648,773 11.8% Net Operating Income 1,597,118,838 1,499,716,126 6.5% 5,947,308,132 5,265,874,527
Slide 8: Key Financial Indicators
Key Financial Indicators Total Assets, Investment & Cash NOI & Operating Costs 90,000 10,000 8,000 7,576 50.0% 80,000 9,000 6,775 6,189 7,000 45.0% 70,000 8,000 5,794 5,513 5,153 6,000 40.0% 7,000 60,000 4,642 4,766 4,137 5,000 35.0% 6,000 50,000 3,106 5,000 25.9% 4,000 30.0% 40,000 3,486 3,088 4,00
Slide 9: Key Operating Indicators
Key Operating Indicators Occupancy by Property Type Occupancy Cost 14.0% 120.0% 120.0% 12.5% 96.6% 95.1% 97.0% 93.3% 93.3% 93.9% 91.8% 94.2% 91.5% 90.2% 91.9% 93.3% 12.0% 100.0% 100.0% 10.5% 10.2% 10.5% 99.2% 10.1% 10.3% 9.6% 88.7% 10.0% 85.1% 87.2% 84.5% 8.4% 8.5% 8.7% 80.0% 80.0% 81.0% 7.8% 74.5%
Slide 10: Key Operating Indicators (continued)
Key Operating Indicators (continued) Lease Contract Maturities per Year Concentration by Main Tenants 90% 120.0% 99.2% 100.0% 80% 89.4% 100.0% GLA Fixed Rent % GLA % F.R. 81.1% 70% TOP 5 227,653 47,384,162 21% 11% 62.1% 80.0% 60% TOP 10 354,012 88,306,684 32% 21% 60.0% 50% 36.7% 40.0% 40% 36.7% 25.4
Slide 11: Financial strategy long term debt
Financial strategy long term debt Debt maturity profile Key take aways 3,500 • Public debt (CEBURES) program for up to Ps. 8 bn. 3,000 • Committed, unsecured green credit facility of Ps. 3.5 bn & 1.595 bn short term credit facility. • 74% of our debt is denominated in pesos and bears a fixed 2,500 2
Slide 12: Fibra Danhos' Operating Portfolio
Fibra Danhos’ Operating Portfolio 22.6% Office Portfolio GLA 271,443 sqm Retail Portfolio Occupancy 76.9% GLA 670,322 sqm WALT* 4.3 years Occupancy 94.2% Total GLA WALT* 2.7 years 1,201,429 sqm 21.7% Industrial Portfolio GLA 259,664 sqm Occupancy 100% 55.7% WALT* 9.1 years *Weighted Average Lease Te
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: New Developments
New Developments Parque Danhos Industrial Cuautitlán I (Building II) – Completed and Delivered Fibra Danhos completed on schedule the second and final phase of Parque Industrial Cuautitlán I, delivered in June. This stage, with a Gross Leasable Area (GLA) of 104,290 m², marks the culmination of the
Slide 16: New Developments
New Developments Danhos Industrial Park Palomas (Building I) – Completed and Delivered As part of our growth strategy in the industrial sector, we have completed, commercialized, and delivered Phase 1 of Danhos Industrial Park Palomas, which offers 52,461 m² of GLA. Its strategic location within the
Slide 17: Portfolio Under Development
Portfolio Under Development Danhos Industrial Park Palomas (Building II) – Opening Date: Fourth Quarter 2026 The second building of Danhos Industrial Palomas represents a significant step in the consolidation of our logistics strategy within the CTT corridor. It is a 110,000 m² Build-To-Suit project
Slide 18: Portfolio Under Development
Portfolio Under Development The Ritz-Carlton, Cancún, Punta Nizuc Fibra Danhos, together with Marriott International, FibraHotel, and Beyond Ventures, announced the signing of The Ritz- Carlton Cancún, Punta Nizuc brand for the project under development in the Yucatán Peninsula. The property, locate
Slide 19: Fibra Danhos' Portfolio
Fibra Danhos’ Portfolio DANHOSFIERA bra Danhos’ Portfolio Opening Year GLA % of GLA Occupancy rking Spaces Current Operating Portfolio Retail 1. Parque Alameda 2003 Cuauhtémoc, CDMX 15,825 13% 98.7% 302 2. Parque Delta 2005/2016 (expansion) Benito Juarez, CDMX 73,156 6.1% 98.1% 2,880 3. Parque Duraz