Overview

• Vinte’s directors forecast that joining President Claudia Sheinbaum’s social housing initiative managed by Infonavit will boost revenue growth and support a stock rebound by year-end 2025.
• First-half results reflect Javer integration with revenues up 4% and profits rising 10.8% to 6,938 million pesos.
• The company raised 2,500 million pesos through two green bonds on the BIVA to finance EDGE-certified sustainable housing projects and community infrastructure.
• A reduction in operating cash flow drove Vinte’s EBITDA multiple down from above 11 times to about 6 times, contributing to an approximately 7.7% year-to-date drop in its share price.
• Labor reforms that added over 1 million digital-platform workers to the IMSS are expected to expand the pool of Infonavit-eligible buyers and bolster housing demand.