Unacem Corp SAA (LIM:UNACEMC1)

Q2 2025 Unacemcorp SAA Earnings Call Transcript

Aug 19, 2025 / 03:00PM GMT

Release Date Price: S/.1.56

Transcript

Key Points

Positve

Consolidated EBITDA for the quarter reached PEN391 million, slightly above year over year.
Latin American operations posted positive financial results despite mixed volume performances.
Strong volume growth in the energy division with the addition of new clients.
Implementation of a major change in go-to-market strategy in Peru, centralizing cement and ready mix commercial efforts.
Groundbreaking ceremony for a new lime plant in partnership with Grupo Calidra, with a total investment close to USD70 million.

Negative

Margins declined to 22.4% from 23.3% due to changes in accounting practices in US operations.
Decline in ready mix volumes in Peru due to the completion of large infrastructure projects.
Consolidated cost of sales increased by 7.5% in the second quarter of 2025.
Gross margin for the second quarter 2025 was 23.8%, lower than 25.7% in the second-quarter 2024.
Net debt EBITDA ratio reached 3.19 times, slightly above the target of three times.

Operator

Greetings, and welcome to the Grupo UNACEM second-quarter 2025 results conference call. (Operator Instructions) As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host Monica Paucar, Head of Investor Relations. Thank you, Monica. You may begin.

Monica Paucar

Unacemcorp SAA - Head of Investor Relations

Thank you, Rob. Good morning, everyone, and welcome to our earnings conference call. This morning, Pedro Lerner, our CEO, will discuss the latest developments that affected our operations during the second quarter of the year. Later on, Alvaro Morales, UNACEM's Corporate, CFO, will present the second-quarter financials in detail.

Please note that we may disclose some forward-looking statements related to Grupo UNACEM based on currently known facts, expectations, and forecasts, circumstances and assumptions regarding future events. Many factors could cause the future results, performance, or achievements of Grupo UNACEM to be different from those expressed or assumed herein, so this should be considered for

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