Loma Negra

LOMA

Market cap $1.35B

Loma Negra reported a weak 4Q25, with construction demand and pricing both under pressure and margins normalizing sharply lower from 2024 highs. LOMA's EBITDA margin fell over 900bps YoY to ~20%, with cement segment EBITDA margin dropping 15pp to 23%, reflecting a challenging operating environment. Early 2026 industry data remains soft, suggesting a prolonged normalization and delayed recovery in Argentina's construction sector and retail demand.

Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q4 2025 Earnings Call Transcript

BUENOS AIRES, ARGENTINA / ACCESS Newswire / March 5, 2026 / Loma Negra, (NYSE:LOMA)(BYMA: LOMA), ("Loma Negra" or the "Company"), the leading cement producer in Argentina, today announced results for the three-month period ended December 31, 2025 (our "4Q25 Results"). 4Q25 Key Highlights Net sales revenues stood at Ps.

The outcome of the midterm elections in Argentina presents a new impetus for the reforms needed for the country. In that sense, a strong increase in FDI is expected, especially in terms of improving the country's infrastructure, something that would undoubtedly generate an advantage for Loma Negra. The latest results were presented prior to the elections, which does not show this potential in the short and medium term.

The abrdn Global Infrastructure Fund slightly underperformed its benchmark in the third quarter of 2025. Individual stock detractors were American Tower, Loma Negra Compañía Industrial Argentina and Rumo. Individual stock contributors were Helios Towers, Norfolk Southern and GDS Holdings.

Loma Negra Compañía Industrial Argentina Sociedad Anónima ( LOMA ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Diego Jalón - IR Manager Sergio Faifman - Vice-President of Board & CEO Marcos Isabelino Gradin - Chief Financial Officer Conference Call Participants Marcelo Palhares - Itaú Corretora de Valores S.A., Research Division Andres Cardona - Citigroup Inc., Research Division Presentation Operator Good morning, and welcome to the Loma Negra Third Quarter 2025 Conference Call and Webcast.

BUENOS AIRES, AR / ACCESS Newswire / November 6, 2025 / Loma Negra, (NYSE:LOMA)(BYMA:LOMA), ("Loma Negra" or the "Company"), the leading cement producer in Argentina, today announced results for the three-month period ended September 30, 2025 (our "3Q25 Results"). 3Q25 Key Highlights Net sales revenues stood at Ps.

Loma Negra (LOMA) navigated a challenging 2024 and first half of 2025 with declining sales volumes and political uncertainty, prompting a cautious Hold rating previously. After a volatility spike in recent months, LOMA's share price rebounced back after congressional elections in Argentina confirmed the government's reform agenda, reducing political risk. Despite recent gains valuation remains attractive with a more stable outlook and less political noise compared to prior coverage.

Loma Negra's 2Q25 results show weak pricing, flat volumes, and collapsing margins, with inflation-adjusted EBITDA down 30% year-over-year. Volume growth is misleading, as it's only a partial rebound from last year's steep decline; sequential volumes remain flat or down. Free cash flow remains negative, debt is rising and short-term, and the company faces ongoing financial pressures without clear capital return plans.

Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Diego Jalón - IR Manager Marcos Isabelino Gradin - Chief Financial Officer Sergio Damian Faifman - Vice-President of Board & CEO Conference Call Participants Andres Felipe Cardona Gómez - Citigroup Inc. Exchange Research Daniel Rojas Vielman - Unidentified Company Marcelo Furlan Palhares - Itaú Corretora de Valores S.A., Research Division Mario Sergio Simplicio - Morgan Stanley, Research Division Sofia Vatta - Unidentified Company Operator Good morning, and welcome to the Loma Negra Second Quarter 2025 Conference Call and Webcast.