Loma Negra Compania Industrial Argentina Sa · BCBA:LOMA
Loma Negra Compania Industrial Argentina Sa — Q2 2026 Earnings Presentation
20 slides from Loma Negra Compania Industrial Argentina Sa's earnings presentation, 2026
Slide 1: 2Q26 Results Conference Call
2Q26 Results Conference Call
Slide 2: Disclaimer and Forward-Looking Statement
Disclaimer and Forward-Looking Statement This presentation may contain forward-looking statements within the meaning of federal securities law that are subject to risks and uncertainties. These statements are only predictions based upon our current expectations and projections about possible or assu
Slide 3: Top Line Holds Steady as Volumes Lag
Top Line Holds Steady as Volumes Lag Revenue Growth Continues to Support Margins l As reported results l Net revenues reached Ps. 238.1 billion, up 2.1% (US$ 166 million) l Adjusted EBITDA stood at Ps. 48.2 billion, down 2.5% (US$ 38 million) l Net Profit of Ps. 7.0 billion l Cement business, volume
Slide 4: Macro & Industry context Revenues and Volumes
Macro & Industry context Revenues and Volumes
Slide 5: Cement Volumes Decline in 2Q26
Cement Volumes Decline in 2Q26 Weighed Down by a Weak April Mo n t h ly In d u st ry Ce m e n t Sa le s 3 (‘000 t o n s) Industry Cement Sales by Type3 (%) 2022 2023 2024 2025 2026 Bulk 45% 55% Bag May Dec Mar Apr Feb Sep Nov Aug Oct Jun Jul Jan GDP Growth1 (YoY Growth, %) Co n st ru ct io n Act ivi
Slide 6: Top Line Grows Despite Softer Volumes
Top Line Grows Despite Softer Volumes Cement and Railroad Offset Decrease in Concrete and Aggregates Revenue Performance: l Cement, masonry & lime: up 2.2% YoY, with volumes decreasing 1.4%; pricing dynamics remained favorable l Concrete: down 11.2% YoY, with volumes down 18.6%, partially offset by
Slide 7: Business Performance
Business Performance
Slide 8: Gross Margin Contracts on Higher Costs and Depreciation
Gross Margin Contracts on Higher Costs and Depreciation l Consolidated gross profit decreased by 3.9% YoY, with margin contracting 122 bps to 19.2%, mainly reflecting higher costs and depreciation. l The decline was mainly driven by the Cement and Railroad segments, due to higher cost of sales, incl
Slide 9: EBITDA Margin Contracts Cushioned by Top-Line Growth
EBITDA Margin Contracts Cushioned by Top-Line Growth 38 Consolidated Adjusted EBITDA Million US$ 20.2 Cons. Adj. EBITDA Margin % Down 2.5% in 2Q26 when measured in Ps. Contraction by 97 bps. YoY l By segments Adjusted EBITDA & Margin l Cement, masonry cement and lime segment Adjusted EBITDA AR$ Mill
Slide 10: Bottom line & Financial performance
Bottom line & Financial performance
Slide 11: Bottom Line Strengthens on Improved Financial Result
Bottom Line Strengthens on Improved Financial Result Supported by Lower Financial Costs l Net Profit breakdown for 2Q26: Finance Gain (Costs), net l Adjusted EBITDA decreased by 2.5% YoY AR$ Million -5,626 l Total finance cost of Ps. 5.6 billion in 2Q26 compared to a net 2Q25 2Q26 cost of Ps. 22.3 b
Slide 12: Solid Balance Sheet
Solid Balance Sheet No Relevant Debt Maturities for the Rest of the Year l Cash position and Investments of Ps. 28.9 billion and total debt at Ps. 302.5 billion as of end of Debt Maturity schedule (principal) 2Q26. Ps. USD US$ Million l Net Debt of Ps. 273.7 billion (US$ 185 MM). l Net Debt/ LTM Adj
Slide 13: Outlook
Outlook
Slide 14: Outlook 2026
Outlook 2026 l Volumes during the first half of the year came in below initial expectations; moderately optimistic on improved activity in the second half of 2026. l Early signs of RIGI-approved projects moving forward; easing monetary conditions, real wage recovery, and improved credit access could
Slide 15: Financial Tables
Financial Tables
Slide 16: Adjusted EBITDA Reconciliation & Margin
Adjusted EBITDA Reconciliation & Margin Table 4: Adjusted EBITDA Reconciliation & Margin (amounts expressed in millions of pesos, unless otherwise noted) Three-months ended Six-months ended June 30, June 30, 2026 2025 % Chg. 2026 2025 % Chg. Adjusted EBITDA reconciliation: Net profit (Loss) 7,043 51
Slide 17: Balance Sheet
Balance Sheet Table 8: Condensed Interim Consolidated Statements of Financial Position (amounts expressed in millions of pesos, unless otherwise noted) SHAREHOLDER'S EQUITY As of June 30, As of December, 31 Capital stock and other capital related accounts 406,418 406,418 2026 2025 Reserves 840,584 8
Slide 18: Income Statement
Income Statement Table 9: Condensed Interim Consolidated Statements of Profit or Loss and Other Comprehensive Income (unaudited) (amounts expressed in millions of pesos, unless otherwise noted) Three-months ended Six-months ended June 30, June 30, 2026 2025 % Change 2026 2025 % Change Net revenue 23
Slide 19: Statement of Cash Flows
Statement of Cash Flows Table 7: Condensed Interim Consolidated Statement of Cash Flows (amounts expressed in millions of pesos, unless otherwise noted) Three-months ended Six-months ended June 30, June 30, 2026 2025 2026 2025 CASH FLOWS FROM OPERATING ACTIVITIES Net Profit (Loss) 7,043 514 50,418 3
Slide 20: Thank you!
Thank you! IR Contact Marcos I. Gradin Chief Financial Officer and Investor Relations Diego M. Jalón Head of Investor Relations investorrelations@lomanegra.com
Loma Negra Compañía Industrial Argentina — Q2 2026 Earnings Presentation on 6ix