LOMA Stock News & Sentiment

Loma Negra Compañía Industrial Argentina Sociedad Anónima's Q4 results highlight a 15% YOY decline in cement volumes, reflecting Argentina's severe recession and weak construction sector. Despite flat adjusted EBITDA from aggressive pricing, the business remains fragile with no concrete recovery signs, making the stock unattractive at over 50x earnings. The company's reported debt reduction is misleading due to accounting adjustments; real debt levels remain unchanged in dollar terms.

Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q4 2024 Earnings Conference Call March 7, 2025 10:00 AM ET Company Participants Diego Jalón - Head-Investor Relations Sergio Faifman - Chief Executive Officer Marcos Gradin - Chief Financial Officer Conference Call Participants Alejandra Obregon - Morgan Stanley Marcelo Furlan - Itau BBA Daniel Rojas - Bank of America Esteban Arietta - Balanz Operator Good morning, and welcome to the Loma Negra Fourth Quarter 2024 Conference Call and Webcast. All participants will be in listen-only mode.

BUENOS AIRES, ARGENTINA / ACCESS Newswire / March 6, 2025 / Loma Negra, (NYSE:LOMA)(BYMA:LOMA), ("Loma Negra" or the "Company"), the leading cement producer in Argentina, today announced results for the three-month period ended December 31, 2024 (our "4Q24 Results"). FY24 Key Highlights Net revenues reached Ps.

Here is how Loma Negra Compania Industrial Argentina S.A. Sponsored ADR (LOMA) and Primoris Services (PRIM) have performed compared to their sector so far this year.

On January 2, 2024, LOMA, PPC, and CAC were included in the Zacks Rank #1 (Strong Buy) list of value stocks.

Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA ) Q3 2024 Results Conference Call November 7, 2024 11:00 AM ET Company Participants Diego Jalón - Head-Investor Relations Sergio Faifman - Chief Executive Officer Marcos Gradin - Chief Financial Officer Conference Call Participants Marina Mertens - Latin Securities Marcelo Furlan - Itau BBA Esteban Arietta - Balanz Daniel Rojas - Bank of America Operator Good morning, and welcome to the Loma Negra Third Quarter 2024 Conference Call and webcast. All participants will be in a listen-only mode.

Loma is closely tied to Argentina's economic cycles, showing resilience with a 28.1% EBITDA margin despite a 33% YoY drop in net sales. Argentina's economic reforms under President Milei, including FX unification and fiscal adjustments, are expected to benefit LOMA, especially with increased private sector investments. LOMA's valuation, based on a DCF model with a 14% WACC, suggests potential growth, reflecting Argentina's long-term economic stability and recovery prospects.

Argentina's economy is showing signs of recovery under President Javier Milei, who has implemented strict fiscal policies to curb overspending and inflation. Loma Negra, Argentina's largest cement producer, is well-positioned to benefit from the country's economic turnaround due to its market dominance and strong profit margin. The company's strong balance sheet and increased gross margins, despite economic challenges, highlight its resilience and potential for growth in a recovering economy.

Loma Negra's 2Q24 results were poor, with a 30% drop in sold volumes, halted production, and a challenging Argentinian macroeconomy impacting performance. Despite the downturn, margins improved due to cost-cutting measures, but the long-term viability of halted production is questionable. Brazilian controller Intercement's financial troubles and potential sale of Loma's stake could spur interest from strategic players, but not likely to affect stock price.