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    Winning a 25-Year Angolan Airport Concession Might Change The Case For Investing In CAAP (CAAP)

    Simply Wall St·12/14/2025 10:09:54
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    • A consortium led by Corporación América Airports was previously selected by the Angolan Government to operate, manage, and maintain the new António Agostinho Neto International Airport under a 25-year concession, with an option for a further 15-year extension.
    • This long-term mandate adds a new African hub opportunity to Corporación América Airports’ portfolio, potentially enhancing its geographic diversification and long-range concession pipeline.
    • We’ll now explore how winning a 25-year Angolan airport concession could influence Corporación América Airports’ investment narrative and long-term outlook.

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    Corporación América Airports Investment Narrative Recap

    To own Corporación América Airports, you need to believe in resilient global air travel growth, CAAP’s ability to convert rising passenger volumes into cash flow, and management’s skill in handling volatile emerging markets, especially Argentina. The Angolan concession meaningfully reinforces the near term catalyst of portfolio diversification, but it also adds to the existing execution and leverage risk around large, long-dated infrastructure projects.

    The recent consortium win for Baghdad International Airport is particularly relevant here, since it underscores CAAP’s push to expand through new concessions in higher risk emerging markets. Taken together with Angola, these moves can broaden traffic and revenue drivers, but they also heighten the importance of how the company manages concession terms, government relationships, and capital intensity across its growing network.

    Yet while new hubs in Angola and Iraq may support diversification, investors should also be aware of...

    Read the full narrative on Corporación América Airports (it's free!)

    Corporación América Airports' narrative projects $2.1 billion revenue and $472.1 million earnings by 2028. This requires 3.6% yearly revenue growth and about a $320.7 million earnings increase from $151.4 million today.

    Uncover how Corporación América Airports' forecasts yield a $26.38 fair value, in line with its current price.

    Exploring Other Perspectives

    CAAP 1-Year Stock Price Chart
    CAAP 1-Year Stock Price Chart

    Three members of the Simply Wall St Community currently value CAAP between US$11.09 and US$76.84, reflecting sharply different expectations for the business. When you set those views against CAAP’s reliance on long dated airport concessions in politically and economically volatile markets, it becomes clear why checking multiple perspectives on the company’s risk and return profile matters.

    Explore 3 other fair value estimates on Corporación América Airports - why the stock might be worth less than half the current price!

    Build Your Own Corporación América Airports Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.