Added to YB: 2026-09-16
Pitch date: 2026-09-13
PINFRAL.MX [bullish]
Promotora y Operadora de Infraestructura, S. A. B. de C. V.
+0.36%
current return
Author Info
No bio for this author
Company Info
Promotora y Operadora de Infraestructura, S. A. B. de C. V. engages in the construction, operation, maintenance, financing, and promotion of toll roads and port projects in Mexico.
Market Cap
MXN 109.7B
Pitch Price
MXN 262.05
Price Target
N/A
Dividend
1.94%
EV/EBITDA
3.76
P/E
7.59
EV/Sales
4.18
Sector
Transportation Infrastructure
Category
value
A compounding Toll Bridge at a 7x multiple, 4% dividend yield, 31 year average concession life, 12% of shares bought back, 12% current authorization with secular trends. Founder CEO - Promotora y Operadora de Infraestructura
PINFRAL.MX: Promotora y Operadora de Infraestructura’s limited-voting shares offer the same economics as the voting shares at a 27.2% discount, while trading at 7x annualized 2026 owner’s earnings with a 4% 2025 dividend yield and 31-year weighted-average concession life. Projects are estimated to lift earnings 33% by 2028, alongside opportunistic buybacks. The key risk is Puebla: uncompensated loss of all assets would cut normalized profit 20-25%, though this is estimated at below 10% probability.
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