Overview

• Grupo México Transportes posted Q2 revenues of 16,672 million pesos, marking a 10% year-on-year rise, while EBITDA climbed 17.2% to 7,370 million and net income jumped 25.3% to 3,498 million.
• The automotive, agricultural and minerals segments drove growth with revenue gains of 24%, 12% and 19% respectively, even as overall freight volumes fell 2.7%.
• Shareholders approved the Transportes delisting from the olsa MMexicana de Valores in June, and regulatory clearance is expected by mid-September to streamline its capital structure and cut compliance costs.
• Transportes boosted its 2025 investment plan by 41% to $580 million, allocating funds for 60 new locomotives, bridge construction, rail modernization and terminal upgrades.
• On the mining side, Grupo México saw Q2 EBITDA rise 1.4% to $2,332 million and net income climb 10% to $1,230 million, driven by lower costs and product mix shifts despite a slight copper output decline.