PUODY(PUODY)

$317.02—

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PUODY(PUODY)

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$317.02—

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PUODY(PUODY)

PUODY

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/2/26

PROMOTORA Y OPERADORA DE INFRAESTRUCTURA S.A. SPONSORED ADR (PUODY)

Thursday

4:31 PM

Thesis: Promotora y Operadora de Infraestructura S.A. Sponsored ADR: the story is balanced — Mexican GDP growth and vehicle miles traveled (VMT) - toll revenue directly correlates with economic activity…

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$18.8B	$21.4B	$22.6B
Rev. Growth	+1.1%	+14.0%	+5.5%
EPS	$732.80	$400.34	$425.93
EPS Growth	+71.3%	-45.4%	+6.4%
P/E (fwd)	0.4×	0.8×	0.7×

★ Analysts see FY2026 revenue reaching $21.4B — +14.0% growth in a single year.

What Moves the Stock

1Mexican GDP growth and vehicle miles traveled (VMT) - toll revenue directly correlates with economic activity and commercial freight volumes
2Inflation rates in Mexico - concession agreements include automatic tariff adjustments tied to INPC (Mexican CPI), protecting real returns
3New concession awards and M&A activity - growth depends on winning government tenders for greenfield projects or acquiring existing assets
4Peso exchange rate volatility - USD-denominated debt exposure and investor flows into Mexican equities
5Government infrastructure spending priorities - federal budget allocations signal pipeline of future concession opportunities
6Toll road operations (~60-65% of revenue): Traffic volume-based fees on concession highways with inflation-linked tariff adjustments
7Airport operations (~20-25%): Aeronautical and commercial revenues from regional airport concessions with passenger-based fee structures
8Energy infrastructure (~10-15%): Storage terminal operations and fuel distribution facilities serving industrial customers

FY2025 Snapshot

Revenue: $18.8B
Rev. Growth: +1.1%
Gross Margin: 57.7%
Op. Margin: 55.4%
Net Margin: 73.0%
Net Income: $13.7B
NI Growth: +50.1%
EPS: $732.80
1Y Return: +42.3%

PUODY Chart

My Notes

value and income - The 67.9% FCF yield and 1.6x P/B ratio attract value investors seeking mispriced infrastructure assets with inflation…
Moderate sensitivity through two channels: (1) Financing costs - while current leverage is low (0.17 D/E)…
Watch on earnings: Mexican GDP growth rate (INEGI quarterly releases) - leading indicator for traffic volume trends with 2-3 quarter lag, INPC inflation index - directly drives contractual tariff adjustments, typically applied semi-annually, USD/MXN exchange rate - impacts valuation for US investors and any dollar-denominated debt service costs.

One Sentence Summary:

Promotora y Operadora de Infraestructura S.A. Sponsored ADR: the story is balanced — mexican gdp growth and vehicle miles traveled (vmt) - toll revenue directly correlates with economic activity and commercial freight volumes.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

0.4×

0.8×

0.7×

What Moves the Stock

1Mexican GDP growth and vehicle miles traveled (VMT) - toll revenue directly correlates with economic activity and commercial freight volumes

2Inflation rates in Mexico - concession agreements include automatic tariff adjustments tied to INPC (Mexican CPI), protecting real returns

3New concession awards and M&A activity - growth depends on winning government tenders for greenfield projects or acquiring existing assets

4Peso exchange rate volatility - USD-denominated debt exposure and investor flows into Mexican equities

5Government infrastructure spending priorities - federal budget allocations signal pipeline of future concession opportunities

6Toll road operations (~60-65% of revenue): Traffic volume-based fees on concession highways with inflation-linked tariff adjustments

7Airport operations (~20-25%): Aeronautical and commercial revenues from regional airport concessions with passenger-based fee structures

8Energy infrastructure (~10-15%): Storage terminal operations and fuel distribution facilities serving industrial customers

My Notes

value and income - The 67.9% FCF yield and 1.6x P/B ratio attract value investors seeking mispriced infrastructure assets with inflation…

Moderate sensitivity through two channels: (1) Financing costs - while current leverage is low (0.17 D/E)…

Watch on earnings: Mexican GDP growth rate (INEGI quarterly releases) - leading indicator for traffic volume trends with 2-3 quarter lag, INPC inflation index - directly drives contractual tariff adjustments, typically applied semi-annually, USD/MXN exchange rate - impacts valuation for US investors and any dollar-denominated debt service costs.