Loma Negra Compania Industrial Argentina Q1 Earnings Call Highlights

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Mon, May 11, 2026 astatine 6:14 AM CDT 7 min read

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Q1 results improved modestly: Loma Negra said first-quarter gross roseate 1.1% twelvemonth implicit twelvemonth and adjusted EBITDA accrued 5.1%, helped by a stronger March that offset a anemic commencement to the twelvemonth successful Argentina’s cement market.
Margins and currency travel strengthened: Adjusted EBITDA borderline reached 24.9%, up sharply from some the anterior 4th and a twelvemonth earlier, portion operating currency travel improved to ARS 19.7 cardinal and nett indebtedness fell to 1.3 times adjusted EBITDA.
Management remains cautiously optimistic: The institution inactive expects high-single-digit growth for 2026, citing little involvement rates, easing monetary conditions and imaginable operation recovery, though April volumes are expected to beryllium deed by dense rains.

Loma Negra Compania Industrial Argentina (NYSE:LOMA) reported a humble summation successful first-quarter gross and improved profitability, arsenic absorption said March enactment helped offset a dilatory commencement to the twelvemonth for Argentina’s cement industry.

On the company’s net call, CEO Sergio Faifman said cement volumes roseate 1.8% twelvemonth implicit twelvemonth successful the quarter, portion consolidated nett gross accrued 1.1%. He said the institution delivered borderline betterment some sequentially and from a twelvemonth earlier, with consolidated adjusted EBITDA borderline reaching 24.9%, up 94 ground points twelvemonth implicit twelvemonth and 528 ground points from the anterior quarter.

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“As antecedently indicated, the actions we person been implementing are opening to beryllium reflected successful our results,” Faifman said, adding that the institution is positioned for a much sustainable request recovery.

March Improvement Offsets Soft Start

CFO Marcos Gradin said Argentina’s early-2026 economical indicators were mixed, with the EMAE economical enactment indicator declining 2.1% twelvemonth implicit twelvemonth successful February. Industry and commerce posted sharper contractions, portion sectors tied to outer demand, including mining and agriculture, performed better.

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Gradin said operation showed much resilience. Argentina’s ISAC operation indicator declined 0.7% twelvemonth implicit twelvemonth successful February, but was up 0.3% cumulatively for the archetypal 2 months of the year. He besides cited year-over-year increases successful registered backstage operation employment and gathering permits successful January.

Cement manufacture dispatches followed a akin pattern, Gradin said, with anemic January and February volumes followed by a stronger March, erstwhile dispatches accrued 11% twelvemonth implicit year. That allowed the 4th to adjacent broadly successful enactment with the anterior year. Bulk cement outperformed, supported by larger-scale projects, portion bagged cement remained weaker amid cautious request from retail customers and tiny contractors.

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