Local Moody’s maintained a “stable perspective” for corporate sectors in Mexico during 2025, with opportunities in telecommunications, airports, fibers and industrial parks.
In its ‘Perspectives 2025: Evaluation of corporate sectors in a context of uncertainty’, the firm foresaw positive effects for these sectors due to structural factors such as the relocation of supply chains or ‘nearshoring’.
As well as for the increase in air routes, the increase in the demand for digital services and the newly submitted Mexico Plan, the biggest commitment to the Government of Claudia Sheinbaum.
However, the document also warns that commercial uncertainty with the United States and financing difficulties could affect growth in other key sectors.
In this context, Local Moody’s projects economic growth of between 1% and 1.5% for Mexico in 2025, with a slight slowdown in inflation.
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Even so, he warned that a possible increase in American tariffs could impact industries highly integrated into productive chains, such as automaker and the manufacture of electrical and electronic equipment.
OPPORTUNITIES AND SECTORAL CHALLENGES
Local Moody’s estimated that the telecommunications sector will remain expanding due to the growing demand for data services, while foreseen that, although lower investments in optical fiber than in previous years, companies will continue to innovate in digitalization and alliances strategic
However, he stressed that domestic regulation does not show significant changes, with Telmex still without pay -television license.
Regarding airports, Moody’s local anticipated a gradual recovery of passenger traffic after the 1.2% drop in 2024, caused by problems in Airbus 320 engines.
In addition, he pointed out that private airport companies maintain solid profitability and cash flows, which will allow them to overcome the least economic growth.
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On industrial and fiber parks, local Moody’s analysis provides that ‘nearshoring and electronic commerce have driven the demand for industrial parks, reducing unemployment rates and increasing income.
However, it contrasts that uncertainty about possible tariff changes in the US and bureaucratic barriers for construction represent risks.
In the housing sector, Local Moody’s said the lack of financing and subsidies reduction have caused a 9.9% annual drop in housing construction since 2015.
Although the 2024-2030 housing program seeks to build 125,000 new homes in 2025, Moody’s local warned that the pressure on soil prices and the offer remains a challenge.
In energy, Moody’s local projected an annual growth of 2.5% in electricity consumption until 2038, driven by digitalization and ‘nearshoring’.
Although he recalled that CFE will invest 23.4 billion dollars in infrastructure, doubts about private participation in the sector still persist.
In addition, Local Moody’s acknowledged that Pemex will continue to depend on government support with capital injections and tax reduction, although it faces pressure for its debt and the need to modernize its refineries.
In the field of food and beverages, Moody’s Local waited for the industry to grow at a moderate pace, with consolidation of leading companies and portfolio expansion, and estimated that low inflation could encourage consumption.
With EFE information
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