Investor Presentaiton
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Aleatica Mexico Highlights (cont'd)
Favorable concession frameworks offering robust downside protection and upside
potential from identified operational improvements
Potential Upsides
Key features of Aleatica Mexico's concessions
EBITDA margin expansion over time through tariff
increases and cost discipline
Well-positioned assets in favorable locations with
potential for roadway expansion and linkages
Tolls increased at least annually by inflation
Certain concessions have the right to increase tariffs
annually in real terms (above of inflation)
Operational improvements to increase capacity and
customer service and reduce travel times
Future investments to enhance the use of the current
infrastructure and its connectivity to other roads
Majority of Aleatica Mexico's concessions are entitled
to earn a fixed, real rate of return on invested capital,
providing downside protection against traffic
decreases or cost increases
Concession term extensions and/or additional tariff
increases may be authorized to earn the contracted
returns
Experienced and capable management team, driven to generate sustainable and growing
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园
Over 15 years of experience developing and
operating transportation infrastructure assets in
Mexico
revenues
Benefits from sharing of talent resources across
global offices and knowledge sharing across IFM GIF's
global portfolio
Demonstrated ability to work constructively with
concession grantors to achieve title amendments
Manages concession assets as a network, utilizing
leading traffic monitoring technology
Creation of a "Safety First" culture focused on
continuous improvement
Considers users and local communities needs when
developing sustainable, long-term plansView entire presentation