Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) Q4 2024 Earnings Call Highlights: Strong ...

In This Article:

  • Total Passenger Traffic Growth (Q4 2024): 4.6% increase, with domestic traffic up 1.5% and international traffic up 26.4%.

  • Full Year Domestic Traffic (2024): Declined by 3.5% compared to 2023.

  • Full Year International Traffic (2024): Increased by 15% compared to 2023.

  • Commercial Revenue Per Passenger (2024): MXN60, a 17% increase from 2023.

  • Restaurant Revenue Growth (2024): Increased by 22% compared to 2023.

  • VIP Lounge Revenue Growth (2024): Increased by 51% compared to 2023.

  • Parking Revenue Increase (2024): MXN33 million compared to 2023.

  • OMA Cargo Growth (2024): Increased by 22%.

  • Hotel Services Revenue Growth (2024): Nearly 20% increase compared to 2023.

  • Industrial Service Revenue Growth (2024): Increased by 61%.

  • Aeronautical Revenue Growth (2024): Increased by 2% compared to 2023.

  • Non-Aeronautical Revenue Growth (2024): Increased by 17% compared to 2023.

  • Adjusted EBITDA (2024): MXN9.1 billion with a margin of 74.3%.

  • Q4 2024 Revenue: MXN3.3 billion, with aeronautical revenue up 11% and non-aeronautical revenue up 22%.

  • Commercial Revenue Growth (Q4 2024): Increased by 19% compared to Q4 2023.

  • Diversification Revenue Growth (Q4 2024): Increased by 28%.

  • Industrial Services Growth (Q4 2024): Increased by 130.8% to MXN47 million.

  • Hotel Services Growth (Q4 2024): Increased by 19%.

  • OMA Carga Growth (Q4 2024): Increased by 18%.

  • Adjusted EBITDA (Q4 2024): MXN2.4 billion with a margin of 73.8%.

  • Consolidated Net Income (Q4 2024): MXN1.2 billion, a decrease of 5.9% from Q4 2023.

  • Cash Generated from Operating Activities (Q4 2024): MXN1.9 billion.

  • Cash Balance (End of Q4 2024): MXN1.7 billion.

  • Total Debt (End of Q4 2024): MXN11.5 billion.

  • Net Debt to Adjusted EBITDA Ratio (End of Q4 2024): 1.1 times.

Release Date: February 25, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Grupo Aeroportuario del Centro Norte SAB de CV (NASDAQ:OMAB) reported a 4.6% increase in total passenger traffic in the fourth quarter of 2024, with international passenger traffic growing by 26.4%.

  • The company achieved a record high commercial revenue per passenger of MXN60 in 2024, a 17% increase compared to 2023.

  • OMA's cargo business grew by 22% in 2024, driven by organizational changes to improve efficiency and customer service.

  • The industrial park business saw a 61% increase in revenue, supported by strong industrial activity in the Monterrey region and the depreciation of the Mexican peso against the US dollar.

  • All 13 OMA airports obtained Level 3 Optimization Certification on the Airport Carbon Accreditation Program, highlighting the company's commitment to sustainable airport management.