Concentradora Fibra Danhos SA de CV (GRFFF)
OTHER OTC:GRFFF
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Earnings Data
Report Date
Jul 16, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:Apr 16, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicated solid financial and operational performance: double‑digit growth in key profitability metrics (NOI +10%, EBITDA +11%), strong AFFO growth (~16%) and high occupancy (~92%) alongside a low‑leverage balance sheet and an AAA rating. Risks were noted around a concentrated wave of retail lease maturities (28%), an incomplete office recovery near the 80% mark, modest renewal spreads on a subset of leases (4.3%), flat consumer demand, and potential construction cost uncertainty. Overall, the positives (broad revenue/profit growth, portfolio expansion, low leverage and strong credit rating) materially outweigh the highlighted risks.Company Guidance
Revenue Growth
Total revenue increased 9.4% year‑over‑year in Q1 2026, driven by higher fixed rent, overage and parking revenues.
Fixed Rent and Ancillary Income Expansion
Fixed rent grew 8% YoY, supported by full contribution from Cuautitlan and Palomas industrial projects, indexation of leases and improved office occupancy. Overage revenue rose ~13% and parking revenue increased ~18% YoY.
Improved Profitability (NOI / EBITDA)
Net operating income rose 10% YoY and EBITDA increased 11% YoY, with margin improvements reported.
AFFO and Distribution
AFFO per CBFI was MXN 0.76 (total AFFO ≈ MXN 1.2 billion), up almost 16% YoY. Distribution set at MXN 0.45 per CBFI, representing a 59% payout ratio.
Portfolio Growth and Occupancy
Gross leasable area (GLA) of the operating portfolio increased 15% YoY. Overall occupancy rose by 220 basis points to nearly 92%.
Low Leverage and Credit Rating
Balance sheet leverage remains low at 13.6%. During the quarter, Fitch ratified a AAA rating for Fibra Danhos CBFIs and debt bond issuances.
Active Development Pipeline
CapEx pipeline gaining momentum: Palomas and EdoMex III industrial projects expected to deliver by year‑end; Parque Oaxaca and Nizuc progressing on schedule. Management continues to prioritize industrial development and land activation.
Concentradora Fibra Danhos SA de CV (GRFFF) Earnings, Revenues Date & History
GRFFF Earnings History
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 |
|---|---|---|---|
Apr 16, 2026 | $1.20 | $1.20 | 0.00% |
Feb 23, 2026 | $1.20 | $1.20 | 0.00% |
Oct 23, 2025 | $1.20 | $1.20 | 0.00% |
Jul 24, 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 Jul 16, 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 Jul 16, 2026, After Close (Confirmed).
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What is GRFFF EPS forecast?
Currently, no data Available