-
Posted by
Two Blokes Jun 4 -
Filed in
Stock
-
9 views
Aena S.M.E., S.A. continues to outperform, driven by strong air travel demand and expanding EBITDA margins, with Q1 sales up 7.5% and margins reaching 48.6%. Risks include macroeconomic headwinds, geopolitical tensions, currency fluctuations, and airplane shortages, but long-term air travel growth remains a key opportunity. The São Paulo–Congonhas Airport expansion in Brazil is crucial for maintaining growth beyond 2027, despite potential risks of delays and cost overruns.