The call highlighted strong revenue growth, improved NOI and margins, and successful industrial lease agreements. However, it also addressed challenges with increasing expenses and concerns about retail sector deceleration.

Company Guidance

During the third quarter of 2025, Fibra Danhos reported robust financial results with total revenues reaching MXN 1.9 billion, a 14% increase from the previous year, driven by higher occupancy levels, positive lease spreads, and contributions from their industrial assets. The net operating income (NOI) rose by nearly 15% year-on-year to MXN 1.5 billion, achieving a 78.6% margin, which is 75 basis points higher than the previous year. The adjusted funds from operations (AFFO) were MXN 1.1 billion, translating to MXN 0.69 per CBFI, with a distribution determined at MXN 0.45 per CBFI, equating to MXN 722 million and representing a 66% payout relative to AFFO. The company’s portfolio occupancy improved to 91%, with retail at 94%, office at 76%, and industrial at 100%. Additionally, Fibra Danhos signed build-to-suit lease agreements for over 300,000 square meters in three industrial parks, expected to generate cash flow by the end of the following year, reinforcing their strategy of diversification in industrial real estate.

Revenue Growth

Total revenues of MXN 1.9 billion were 14% higher compared to last year, driven by increased occupation levels, positive lease spreads, higher overage, parking adjusted revenues, and contributions from industrial assets.

NOI and Margin Improvement

NOI increased by almost 15% year-on-year, reaching MXN 1.5 billion, with a margin of 78.6%, which is 75 basis points higher than last year.

Strong Portfolio Occupancy

Overall occupancy continued to grow, reaching 91%, with retail occupancy at 94%, office at 76%, and industrial at 100%.

Successful Lease Agreements

Signed build-to-suit lease agreements for more than 300,000 square meters on three additional industrial parks with best-in-class tenants, generating cash flow by the end of next year.

Concentradora Fibra Danhos SA de CV (GRFFF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GRFFF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2025 (Q4)	0.04 / -	0.059	―	―	―
Oct 23, 2025	2025 (Q3)	0.04 / 0.04	0.03	18.18% (<+0.01)	―	―
Jul 24, 2025	2025 (Q2)	0.03 / 0.04	0.029	23.35% (<+0.01)	―	―
Apr 24, 2025	2025 (Q1)	0.04 / 0.04	0.029	24.39% (<+0.01)	―	―
Feb 20, 2025	2024 (Q4)	0.04 / 0.06	0.029	98.89% (+0.03)	―	―
Oct 29, 2024	2024 (Q3)	0.03 / 0.03	0.032	-3.28% (>-0.01)	―	―
Jul 25, 2024	2024 (Q2)	0.03 / 0.03	0.029	0.00% (0.00)	―	―
Apr 18, 2024	2024 (Q1)	0.03 / 0.03	0.028	1.54% (<+0.01)	―	―
Feb 13, 2024	2023 (Q4)	0.03 / 0.03	0.029	1.31% (<+0.01)	―	―
Oct 19, 2023	2023 (Q3)	0.03 / 0.03	0.027	18.37% (<+0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GRFFF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 23, 2025	$1.20	$1.20	0.00%
Jul 24, 2025	$1.20	$1.20	0.00%
Apr 24, 2025	$1.20	$1.20	0.00%
Feb 20, 2025	$1.20	$1.20	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Concentradora Fibra Danhos SA de CV (GRFFF) report earnings?

Concentradora Fibra Danhos SA de CV (GRFFF) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).

What is Concentradora Fibra Danhos SA de CV (GRFFF) earnings time?

Concentradora Fibra Danhos SA de CV (GRFFF) earnings time is at Feb 12, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GRFFF EPS forecast?

GRFFF EPS forecast for the fiscal quarter 2025 (Q4) is 0.04.

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