Professional
Added to YB: 2026-08-03
Pitch date: 2026-07-31
ARA.MX [neutral]
Consorcio ARA, S. A. B. de C. V.
Author Info
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Company Info
Consorcio ARA, S. A. B. de C. V., together with its subsidiaries, engages in designing, promoting, building, and selling housing developments for social, medium, residential, industrial, and tourist interest in Mexico.
Market Cap
MXN 6.0B
Pitch Price
N/A
Price Target
N/A
Dividend
3.30%
EV/EBITDA
5.80
P/E
6.59
EV/Sales
0.72
Sector
Household Durables
Category
turnaround
ARA's Transformation Gains Steam
ARA.MX (holding update): +40% YTD incl divs, top contributor. New mgmt transforming land-bank value trap into cash machine; H1 2026 FCF +45% to MX$379M, targeting further 30% cash-cycle cut unlocking ~MX$3.8B (~2/3 of mkt cap). First JV limits land outlay. Double-digit rev growth, trades 6.6x trailing P/E, 37% of book. Letter also covers cannabis holdings (GRUSF, LEEEF, VREOF, Uncle Arnie's) ahead of expected adult-use rescheduling by end-Sept.
Read full article (7 min)