Added to YB: 2026-10-01
Pitch date: 2026-09-07
LASITE.MX [bullish]
Sitios Latinoamérica, S.A.B. de C.V.
+3.03%
current return
Author Info
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Company Info
Sitios Latinoamérica, S.A.B. de C.V., through its subsidiaries, provides wireless telecommunications infrastructure services and solutions in Latin America.
Market Cap
MXN 33.7B
Pitch Price
MXN 6.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.03
P/E
57.22
EV/Sales
6.58
Sector
Diversified Telecommunication Services
Category
growth
Sitios Latinoamérica ($LASITE.MX)
LASITE.MX: Sitios owns an under-tenanted Latin American tower network — 37,989 sites at 1.28x tenancy — trading at 4.6x LTM levered FCF, a 21.79% yield. Q2 constant-currency revenue grew 21.3% despite a 2.4% reported decline, while BTS construction and 5G densification provide runway. Telesites/Opsimex’s eventual dividends support the potential end state, but 5.21x leverage, heavy related-party customer concentration and failure to convert tower growth into utilization and AFFO are key risks.
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