Q3 2025 Loma Negra Compania Industrial Argentina SA Earnings Call Transcript
Key Points
- Loma Negra Cia Industria Argentina SA (LOMA) reported a decline in net debt by $9 million quarter over quarter, improving its financial position.
- The company successfully launched a new 25 kg bag format, which was well received by customers, indicating potential for increased market penetration.
- October's volume showed renewed strength with a 7.4% year-over-year increase, suggesting a positive trend in demand.
- The company maintained a comfortable leverage profile with a net debt to EBITDA ratio of 1.49 times.
- Loma Negra Cia Industria Argentina SA (LOMA) expects the recent electoral outcome to provide stability, potentially unlocking investment projects and boosting industrial recovery.
- The company's consolidated adjusted EBITDA margin contracted to 20.8%, representing a 315 basis point decline year over year.
- Net loss attributable to the company totaled 8.5 billion pesos for the quarter, compared to a net gain in the same period last year.
- The Argentine economy's weaker performance led to a revision of full-year growth expectations down to around 3.9%.
- Pricing conditions were softer year over year, impacting revenue negatively.
- The ongoing disruption of the railway line in Bahia Blanca continued to affect longer haul traffic, reducing revenue generation.
Good morning and welcome to the Loma Negra third-quarter 2025 conference call and webcast. (Operator Instructions) Also, Mr. Sergio Faifman will be responding in Spanish immediately following an English translation. (Operator Instructions) Please note that this event is being recorded. I would now like to turn the conference over to Mr. Diego Jalon, Head of IR. Please, Diego, go ahead.
Thank you. Good morning and welcome to Lumanegra's earnings conference call. By now, everyone should have access to our earnings press release and the presentation for today's call, both of which were distributed yesterday after market close.
Joining me on the call this morning will be Sergio Faifman, our CEO and Vice President of the Board of Directors; and our CFO, Marcos Gradin. Both of them will be available for the Q&A session.
Before we proceed, I would like to make the following safe harbor statements. Today's call will contain forward-looking statements, and I
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