NYSE$LOMA

Loma Negra Compañía Industrial Argentina Sociedad Anónima · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Loma Negra Q2 2025: ARS174.5B revenue down 8% YoY, net profit ARS385M as Argentine cement demand remains pressured

Loma Negra reported second quarter 2025 net revenues of ARS174.5 billion (amounts in thousands of Argentine pesos: 174,511,490), down from ARS189.8 billion in Q2 2024, reflecting continued challenging demand in Argentina's cement market. Gross profit was ARS35.6 billion with cost of sales of ARS138.9 billion. The company posted net profit for the period of ARS385.1 million versus ARS41.2 billion in Q2 2024, with basic and diluted EPS of ARS0.68 per share compared with ARS70.80 a year ago — the sharp year-over-year swing reflects hyperinflation accounting and gain-on-net-monetary-position dynamics rather than operating trends alone. Profit before tax was a loss of ARS483.4 million in Q2 2025 versus profit of ARS65.6 billion in Q2 2024. For the six-month period, net revenues were ARS347.5 billion and net profit was ARS22.9 billion. The company operates eight cement plants across Argentina and continues to navigate inflation, FX volatility, and evolving rail concession terms for subsidiary Ferrosur Roca.

  • Q2 net revenues of ARS174.5B declined from ARS189.8B in Q2 2024; six-month revenues were ARS347.5B vs ARS379.6B prior year
  • Q2 net profit was ARS385M (EPS ARS0.68) versus ARS41.2B (EPS ARS70.80) in Q2 2024, heavily influenced by monetary gain/loss and tax effects
  • Gross profit margin compressed as cost of sales was ARS138.9B on ARS174.5B revenue in the quarter
  • Cash and cash equivalents reached ARS15.9B at June 30, 2025; six-month operating cash flow was negative ARS23.7B
  • Ferrosur Roca rail concession extension discussions ongoing after Ministry of Economy resolution offering formal extension until 2032 for peer operators

Headline financials

Total Revenue

AR$175B

No prior period
EPS (adj)

AR$0.68

No prior period
Gross profit

AR$35.6B

No prior period
Six-month net revenues

AR$347B

No prior period
Net Income

AR$385M

No prior period

Revenue & EPS history

Loma Negra · Revenue · Quarterly

AR$175B

Q2 2025
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.2%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-2.7%

Avg return

30 days after

48%

13 / 27 earnings

Positive

+16.8%

Q3 2020

Best reaction

-8.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-3.1%-1.4%
Q2 2025-7.5%-11.6%-27.0%
Q3 2023-3.9%-5.3%+8.2%
Q2 2023-4.4%-5.9%-11.3%
Q1 2023+5.8%+5.5%+5.0%
Q4 2022+3.3%-0.5%+1.5%
Q3 2022-8.4%-6.3%-10.6%
Q2 2022+3.7%+1.6%+10.4%
Q1 2022-6.0%-5.8%+8.0%
Q4 2021-1.5%+7.1%+11.2%
Q3 2021-6.3%-8.8%-15.4%
Q2 2021+2.2%-4.4%-7.5%
Q1 2021+0.2%+0.5%+5.3%
Q4 2020+13.8%+2.9%+12.6%
Q3 2020+16.8%+10.4%+34.0%
Q2 2020-4.7%-10.5%-15.4%
Q1 2020+16.7%+10.2%+40.2%
Q4 2019-0.8%-9.5%-25.8%
Q3 2019-1.0%+3.5%+8.7%
Q2 2019+10.7%-48.5%-53.4%
Q1 2019+0.8%-4.9%-1.6%
Q4 2018+8.3%+10.2%-1.1%
Q3 2018+2.7%-0.8%-4.2%
Q2 2018-3.9%-1.1%-21.5%
Q1 2018-3.9%-5.5%-24.3%
Q4 2017+0.5%+1.3%+0.4%
Q3 2017-1.6%-2.5%+1.2%

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