Fibra Macquarie stock faces a second tender offer after 80.69 percent deal
Published on 09/30/2026 at 06:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Fibra Macquarie stock faces a second tender offer after Fibra Mty acquired 80.69 percent of the outstanding certificates in May 2026. The proposed transaction gives remaining holders a choice between 3.20 Fibra Mty certificates or MXN 44 in cash for each Fibra Macquarie certificate.
Second offer sets the terms
As T21 reported on September 18, 2026, Fibra Mty was seeking regulatory authorization for the second public tender offer and reciprocal subscription. The cash component carries a maximum amount of MXN 6,533,086,956, while the final ownership percentage depends on participation and regulatory approvals.
The structure gives the transaction a clear numerical anchor: the exchange ratio is 3.20 certificates, while the cash alternative is MXN 44. The National Banking and Securities Commission and the National Antitrust Commission are part of the approval process, according to T21.
Q2 revenue rises 7.7 percent
Fibra Macquarie delivered record consolidated revenue of USD 74.6 million in Q2 2026, up 7.7 percent year over year, while consolidated NOI reached USD 62.2 million, up 5.9 percent. Those figures came with a portfolio occupancy rate of 92.5 percent across 263 properties and 1,008 tenants, according to Quartr.
The operating mix remains concentrated in industrial real estate, which generated 86 percent of NOI in Q2 2026, compared with 14 percent from retail properties. Fibra Macquarie also reaffirmed FY2026 cash distribution guidance of MXN 2.45 per certificate and shifted to monthly distributions, according to Quartr.
Market value and next date
Market capitalization stood at MXN 35.2 billion on September 29, 2026, while the 52-week range was MXN 29.42 to MXN 47.00. The range places the latest quoted market value within a 59.75 percent spread from the low to the high, giving the takeover terms a relevant valuation backdrop.
Quartr lists October 22, 2026, as the next earnings date for Q3 2026. That report should provide the next company-level checkpoint after the second-offer process and clarify how the ownership change is affecting distributions and operating performance.
Fibra Macquarie at a glance
- Company: FIBRA Macquarie México
- Ticker: FIBRAMQ12
- Sector / Industry: Real Estate / REIT - Industrial
- Market capitalization: MXN 35.2 billion (as of September 29, 2026)
- 52-week range: MXN 29.42-MXN 47.00 (as of September 29, 2026)
- Next earnings date: October 22, 2026
