Loma Negra Compania Industrial Argentina Q2 Earnings Call Highlights

Key Points - Revenue grew despite weaker volumes: Second-quarter revenue rose 2.1% year over year to ARS 238.1 billion, supported by pricing, while cement volumes fell 1.4% but outperformed the broader 5% industry decline. - Margins remained under pressure: Adjusted EBITDA...

Key Points – Revenue grew despite weaker volumes: Second-quarter revenue rose 2.1% year over year to ARS 238.1 billion, supported by pricing, while cement volumes fell 1.4% but outperformed the broader 5% industry decline. – Margins remained under pressure: Adjusted EBITDA…

clined 2.5% to ARS 48.2 billion, with the margin falling to 20.2% as higher packaging, maintenance, freight and depreciation costs offset pricing gains. Concrete and aggregates saw particularly sharp volume declines. – Cash flow and balance-sheet metrics improved: Net profit increased to ARS 7.5 billion, operating cash flow turned positive at ARS 18.1 billion, and net debt fell to 1.3 times adjusted EBITDA

Management expects a gradual, uneven recovery, with RIGI-backed projects, road concessions and seasonal demand potentially supporting volumes later in 2026. Loma Negra Compania Industrial Argentina (NYSE:LOMA) reported second-quarter 2026 revenue growth despite lower cement volumes, as pricing supported its top line while higher costs and depreciation weighed on margins. Consolidated net revenue rose 2.1% year over year to ARS 238.1 billion.

Cement volumes declined 1.4%, outperforming an industrywide 5% decline in cement dispatches during the quarter. Chief Executive Officer and Vice Chairman Sergio Faifman said heavy rains in April affected activity, while May and June trends returned closer to year-earlier levels. Adjusted EBITDA totaled ARS 48.2 billion, down 2.5% from the prior-year quarter, and the adjusted EBITDA margin declined 97 basis points to 20.2%.

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