ArkE E Fiber – Ennova America

Arke Fiber E

In partnership with Grupo Indi—one of Mexico’s top infrastructure powerhouses—we’ve launched ARKE Fibra E, an investment vehicle with an initial capitalization of around MXN 2 billion. Its first step: two key urban mobility assets located in the State of Mexico. But that’s just the beginning. Over the next five years, ARKE Fibra E has access to an exclusive, high-potential project pipeline with over MXN 30 billion in planned capital expenditures – setting the stage for large – scale impact on the infrastructure sector.

Our Vision

To be the most efficient and profitable vehicle in the market for the acquisition of brownfield infrastructure and energy assets in Mexico.

What is a FIBRA E?

A Fibra E (Fideicomiso de Inversión en Energía e Infraestructura) is a financial vehicle in Mexico designed to facilitate investment in infrastructure and energy projects through the stock market. It works in a similar way to traditional Fibras (real estate oriented), but is specifically aimed at assets in sectors such as social infrastructure, mobility, transportation, water and energy. This type of trust offers tax benefits and seeks to attract investors interested in projects already in operation, generating recurring returns.

Target Sectors

This trust has the flexibility to operate across all of Mexico, with a strategic focus on high-impact infrastructure and energy projects -especially in sectors like transportation, water, electricity, natural gas, and social infrastructure. Projects related to the oil industry are deliberately excluded, aligning with a forward-thinking and sustainable vision. Currently in its public market issuance phase, the trust is launching with an estimated initial investment of MXN 2 billion, aimed at reinforcing its portfolio and accelerating expansion. Backed by major institutional investors – key players in its future success – the trust is poised for substantial growth. With access to an exclusive five-year project pipeline and a CAPEX roadmap surpassing MXN 30 billion, it’s positioned to become a transformational force in Mexico’s infrastructure landscape.

Estimated Schedule for the Acquisition of Potential Assets

Description of Projects and Investment Amounts (CAPEX)

Project

2025

2026

2027

2028

2029

State Concession, Mexico City, CETRAM

Commercial area operation and maintenance of multimodal transfer terminal

Federal PPP – Highway maintenance and preservation

Operation, maintenance, and management

2 Federal port concessions – Phase 1

Multipurpose terminal operations in seaports

State concession – State of Mexico, urban highway

Operation, maintenance, and management

State PPP – Nuevo León, urban highway, Phase 1

Operation, maintenance, and management

2 Federal port concessions – Phase 2

Multipurpose terminal operations in seaports

State PPP – Nuevo León, urban highway, Phase 2

Operation, maintenance, and management

2 Federal port concessions – Phase 3

Multipurpose terminal operations in seaports

$3,635

$1,500 - $1,700

$2,800 - $3,100

$180 - $250

$9,000 - $11,000

$700 - $800

$9,000 - $11,000

$800 - $1,000

Project

State Concession, Mexico City, CETRAM

Commercial area operation and maintenance of multimodal transfer terminal

Federal PPP – Highway maintenance and preservation

Operation, maintenance, and management

2 Federal port concessions – Phase 1

Multipurpose terminal operations in seaports

State concession – State of Mexico, urban highway

Operation, maintenance, and management

State PPP – Nuevo León, urban highway, Phase 1

Operation, maintenance, and management

2 Federal port concessions – Phase 2

Multipurpose terminal operations in seaports

State PPP – Nuevo León, urban highway, Phase 2

Operation, maintenance, and management

2 Federal port concessions – Phase 3

Multipurpose terminal operations in seaports

2025

$3,635

2026

$1,500 - $1,700

$2,800 - $3,100

2027

$180 - $250

$9,000 - $11,000

$700 - $800

2028

$9,000 - $11,000

2029

$800 - $1,000

Figures in millions of pesos (MXN).

Notes:

The final incorporation of assets into ARKE Fibra E will depend on a thorough due diligence process conducted by the Manager, and - if applicable - approval by the relevant governing bodies as outlined in the Trust Agreement.

Acquisition timelines are estimates and may shift depending on project-specific factors.

The investment figures presented reflect the projected capital from potential asset sellers, and do not represent formal valuations - those will be determined during due diligence.

ARKE Fibra E is built on a powerful hybrid structure that unites strategic vision with expert execution: a strategic partner and a management partner working in harmony to fuel growth, ensure alignment, and eliminate conflicts of interest. At the heart of this vision is Grupo INDI, a Mexican infrastructure giant with over 45 years of experience shaping the nation’s future. From large-scale civil works to maritime construction, mobility systems, water and energy projects, Grupo INDI brings unmatched expertise across both public and private sectors. Operating through four dynamic business units and with deep involvement in PPPs, Grupo INDI has become a benchmark for high-impact infrastructure throughout Mexico and Latin America.

Meanwhile, Ennova América Fibra E serves as the trust’s management partner, ensuring every move aligns with investor interests and the long-term strategy. Ennova’s value proposition is rooted in:

True independence - free from corporate entanglements and conflicts of interest.

Trusted relationships and insider access to the most relevant players in the industry.

Forward-looking insights that identify major trends and infrastructure needs.

Immediate pipeline access to acquisitions and investment-ready opportunities.

Together, this powerhouse team ensures ARKE Fibra E operates with best-in-class governance, unmatched transparency, and a long-term commitment to sustainable value creation.