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- **Q3 Challenges**: 5% YoY volume decline, $36M EBITDA (23.7% YoY drop in pesos), and net debt of $206M amid macro uncertainty.
- **Positive Signs**: October volumes up 7.4% YoY, successful 25kg bag launch, and bulk cement resilience (44% of industry dispatches).
- **Forward Outlook**: Pricing adjustments above inflation expected; no dividends in 2025, potential 2026 restart; Q4 volumes supported by post-election investments and FX stability.

**【Management Opening Remarks】**
- Diego Jalón welcomed participants and outlined the agenda, emphasizing forward-looking statements and non-GAAP financial measures. The earnings release and presentation were made available prior to the call.

**【CEO Summary Section】**
- **Industry Challenges**: The quarter saw a 5% YoY decline in industry activity due to election-related uncertainty and higher interest rates. However, September and October volumes showed improvement, with October up 7.4% YoY.
- **Financial Performance**: Adjusted EBITDA was $36 million (down 23.7% YoY in pesos), with a margin of 20.8%. Net debt decreased by $9 million QoQ to $206 million.
- **Operational Highlights**: The new 25-kilogram bagging project was successfully launched, receiving positive market feedback.

**【CFO Financial Commentary】**
- **Market Trends**: Full-year GDP growth revised down to 3.9%, with cement dispatches declining 1% QoQ but bulk cement (44% of total) outperforming bagged formats.
- **Segment Performance**: 
  - **Cement**: Revenue down 13.2% YoY due to volume and pricing pressures, but bulk dispatches grew below the industry.
  - **Concrete**: Flat revenue despite 37.8% volume growth, offset by pricing competition.
  - **Aggregates**: 26.3% volume growth, but pricing challenges reduced margin.
  - **Railroad**: 14.9% revenue decline due to disrupted traffic and lower pricing.
- **Cost Management**: Gross profit declined 32.5% YoY, but cost per ton (excluding depreciation) fell 6% due to lower thermal energy costs.
- **Financial Results**: Net loss of ARS 8.5 billion (vs. ARS 27.9 billion gain YoY), driven by higher financial expenses and FX impacts. Net debt-to-EBITDA ratio at 1.49x, with 81% of debt in dollars.

**【Q&A Key Highlights】**
- **Pricing Outlook**: CEO expects price adjustments above inflation in a stable FX environment, with recovery in dollar terms post-election.
- **Dividend Policy**: No dividend distribution this year due to macro uncertainty; potential reassessment in 2026.
- **Q4 Volumes**: October's 7.4% YoY growth driven by post-election investments and FX stability; November volumes remain strong, supporting optimism for Q4 recovery.

Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

LOMA

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