Loma Negra Compania Industrial Argentina Q2 Earnings Call Highlights

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Sat, August 8, 2026 astatine 12:03 PM CDT 6 min read

Key Points

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Revenue grew contempt weaker volumes: Second-quarter gross roseate 2.1% twelvemonth implicit twelvemonth to ARS 238.1 billion, supported by pricing, portion cement volumes fell 1.4% but outperformed the broader 5% manufacture decline.
Margins remained nether pressure: Adjusted EBITDA declined 2.5% to ARS 48.2 billion, with the borderline falling to 20.2% arsenic higher packaging, maintenance, freight and depreciation costs offset pricing gains. Concrete and aggregates saw peculiarly crisp measurement declines.
Cash travel and balance-sheet metrics improved: Net nett accrued to ARS 7.5 billion, operating currency travel turned affirmative astatine ARS 18.1 billion, and nett indebtedness fell to 1.3 times adjusted EBITDA. Management expects a gradual, uneven recovery, with RIGI-backed projects, roadworthy concessions and seasonal request perchance supporting volumes aboriginal successful 2026.

Loma Negra Compania Industrial Argentina (NYSE:LOMA) reported second-quarter 2026 gross maturation contempt little cement volumes, arsenic pricing supported its apical enactment portion higher costs and depreciation weighed connected margins.

Consolidated nett gross roseate 2.1% twelvemonth implicit twelvemonth to ARS 238.1 billion. Cement volumes declined 1.4%, outperforming an industrywide 5% diminution successful cement dispatches during the quarter. Chief Executive Officer and Vice Chairman Sergio Faifman said dense rains successful April affected activity, portion May and June trends returned person to year-earlier levels.

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Adjusted EBITDA totaled ARS 48.2 billion, down 2.5% from the prior-year quarter, and the adjusted EBITDA borderline declined 97 ground points to 20.2%. In U.S. dollar terms, EBITDA was $38 million, portion EBITDA procreation per ton accrued 14% twelvemonth implicit twelvemonth to $32.1, according to the company.

Demand Recovery Remains Uneven

Chief Financial Officer Marcos Gradin said Argentine economical and operation indicators showed a mixed representation during the quarter. Argentina's monthly economical enactment indicator roseate 1.6% twelvemonth implicit twelvemonth successful April but slowed to 0.2% maturation successful May. Construction activity, arsenic measured by the ISAC indicator, declined 2.8% successful April earlier rising 4.1% successful May.

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Within cement, bulk dispatches continued to outperform arsenic factual producers, concern customers and operation companies supported demand. Bagged cement, however, remained nether unit arsenic retail request for self-construction and refurbishment projects stayed weak.

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