Unacem Corp SAA (LIM:UNACEMC1)
S/. 2.14 -0.020 (-0.93%) Market Cap: 3.42 Bil Enterprise Value: 8.72 Bil PE Ratio: 9.42 PB Ratio: 0.56 GF Score: 66/100

Q4 2025 Unacemcorp SAA Earnings Call Transcript

Mar 04, 2026 / 03:00PM GMT
Release Date Price: S/.1.84 (+2.79%)

Key Points

Positve
  • Unacem Corp SAA (LIM:UNACEMC1) reported a 6.1% improvement in normalized EBITDA for Q4 2025 compared to the previous year.
  • The company achieved a 2.4% increase in net profits for the full year 2025, surpassing 2024 results.
  • Peruvian operations showed strong volume growth with cement up by 10.6%, ready mix by 5.5%, and energy by 21.4%.
  • The refinancing of long-term debt improved the company's maturity debt profile, with 82% of debt now long-term.
  • Unacem Corp SAA was included in the S&P Global Sustainability Yearbook, reflecting its commitment to sustainability.
Negative
  • Consolidated EBITDA for Q4 2025 was 3.6% lower than the same period in 2024, impacted by foreign exchange conversion.
  • US operations faced a slowdown, with declining prices despite volume growth in cementitious products and ready mix.
  • Ecuadorian operations were disrupted by a 31-day strike, affecting volume growth expectations.
  • Administrative expenses increased by 11.9% in Q1 2025 due to higher advisory and consulting fees.
  • The cost of goods sold increased by 2.8% in Q4 2025, driven by higher energy and fuel expenses in Ecuador and Chile.
Operator

Greetings and welcome to the Group po UIM 4th quarter 2025 results conference call.

At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

You can also ask questions via the webcast. Send your questions and they will be answered accordingly.

As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Monica Powar, investor relations manager.

Thank you, Monica. You may begin.

Monica Toranzo
Unacemcorp SAA - Corporate Manager of Finance and Investor Relations

Thank you, Carrie. Good morning, everyone, and welcome to our earnings conference call.

This morning, our CEO Pedro Lerner will discuss the latest developments that affected our operations during the 4th quarter of the year. Later, Alvaro Morales, in a corporate CFO will present the 4th quarter and full financials in detail.

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