Loma Negra: A Promising Future, Despite The Recent Results
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.
Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2025 Earnings Call Transcript
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.
Loma Negra: Strategic Sale And Election Results In Argentina Renew The Bullish Case
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 Compañía Industrial Argentina Sociedad Anónima (LOMA) Q2 2025 Earnings Call Transcript
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.
Should Value Investors Buy Loma Negra Compania Industrial Argentina (LOMA) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q1 2025 Earnings Call Transcript
Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q1 2025 Results Conference Call May 7, 2025 10:00 AM ET Company Participants Diego Jalón - Head-Investor Relations Sergio Faifman - Chief Executive Officer Marcos Gradin - Chief Financial Officer Conference Call Participants Alejandra Obregon - Morgan Stanley Marcelo Furlan - Itau Daniel Rojas - Bank of America Operator Good morning, and welcome to the Loma Negra First Quarter 2025 Conference Call and Webcast. All participants will be in listen-only mode.
Loma Negra: A Cement Giant Waiting For Recovery
Loma Negra, a leader in Argentina's cement industry, maintains a solid financial structure with low debt and stable margins despite macroeconomic challenges in 2024. The Argentine economy is projected to grow in 2025, driven by private construction, positioning Loma Negra as an attractive medium- to long-term investment. Although 2024 was difficult, Loma Negra's fundamentals remain strong, with a significant market share and efficient vertical integration in cement and concrete production.
Loma Negra: Argentina's Cement Market Is Bleeding
Loma Negra Compañía Industrial Argentina Sociedad Anónima's Q4 results highlight a 15% YOY decline in cement volumes, reflecting Argentina's severe recession and weak construction sector. Despite flat adjusted EBITDA from aggressive pricing, the business remains fragile with no concrete recovery signs, making the stock unattractive at over 50x earnings. The company's reported debt reduction is misleading due to accounting adjustments; real debt levels remain unchanged in dollar terms.
Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q4 2024 Earnings Call Transcript
Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q4 2024 Earnings Conference Call March 7, 2025 10:00 AM ET Company Participants Diego Jalón - Head-Investor Relations Sergio Faifman - Chief Executive Officer Marcos Gradin - Chief Financial Officer Conference Call Participants Alejandra Obregon - Morgan Stanley Marcelo Furlan - Itau BBA Daniel Rojas - Bank of America Esteban Arietta - Balanz Operator Good morning, and welcome to the Loma Negra Fourth Quarter 2024 Conference Call and Webcast. All participants will be in listen-only mode.
Is Loma Negra Compania Industrial Argentina (LOMA) Stock Outpacing Its Construction Peers This Year?
Here is how Loma Negra Compania Industrial Argentina S.A. Sponsored ADR (LOMA) and Primoris Services (PRIM) have performed compared to their sector so far this year.
Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2024 Earnings Call Transcript
Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q3 2024 Results Conference Call November 7, 2024 11:00 AM ET Company Participants Diego Jalón - Head-Investor Relations Sergio Faifman - Chief Executive Officer Marcos Gradin - Chief Financial Officer Conference Call Participants Marina Mertens - Latin Securities Marcelo Furlan - Itau BBA Esteban Arietta - Balanz Daniel Rojas - Bank of America Operator Good morning, and welcome to the Loma Negra Third Quarter 2024 Conference Call and webcast. All participants will be in a listen-only mode.
Loma Negra: A Great Opportunity To Take Advantage Of The Argentine Economic Cycle
Loma is closely tied to Argentina's economic cycles, showing resilience with a 28.1% EBITDA margin despite a 33% YoY drop in net sales. Argentina's economic reforms under President Milei, including FX unification and fiscal adjustments, are expected to benefit LOMA, especially with increased private sector investments. LOMA's valuation, based on a DCF model with a 14% WACC, suggests potential growth, reflecting Argentina's long-term economic stability and recovery prospects.
