Loma Negra Compania Industrial Argentina Sa · BCBA:LOMA
Loma Negra Compania Industrial Argentina Sa — Loma Negra — Q4 2025 Earnings Presentation
19 slides from Loma Negra Compania Industrial Argentina Sa's earnings presentation, April 2026
Slide 1: Loma Negra Corporate Presentation
Loma Negra Corporate Presentation
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: Business Overview
_| Business Overview
Slide 4: Loma Negra Overview
Loma Negra Overview Business Overview Geographic Footprint & Ownership Structure Recent change of shareholders at the HoldCo level #1 cement Company in Argentina with ~44% market shares Argentina LATCEM / Redwood / Moneda - Patria InterCement 99-years of successful track record Participaçõe s ••
Slide 5: Industry Overview
Industry Overview Key factors in the Argentine market Industry Volumes (MM Ton) and Kg per capita 11% NW NE 8% Market of 4 players 283 250 275 267 247 265 281 269 Atomized client base with strong brand loyalty and 218 Industry Record 203 218 exclusivity agreements 12,2 10,9 12,1 11,9 11,1 12,1 1
Slide 6: Competitive Scenario
Competitive Scenario 52% NW Market of 4 Players Customer Base NE 43% Sales by Customer Sector (Tn; 2025) 3% 32% Construction 30% Industrials & Other 26% 44% 6,5% Central 15% Concrete 5,7% Producers 25,1% 23% 41% 3% 62,7% Distributors 27% 0% Cuyo Buenos Top 20 Customers < 36% Revenues + 1,000 Custome
Slide 7: Cement Facilities
Cement Facilities Loma Negra: Production Facilities Clinker Cement Operations 12 Ref. Facility Plant type Region Capacity Capacity Salta Start (MMtn) (1) (MMtn) (1) 10 Resistencia Catamarca 3 1 L’Amalí Integrated Buenos Aires 4.0 5.6 2001 Argentina 2 Olavarría Integrated Buenos Aires 1.0 1.6 1929 Sa
Slide 8: Planta L'Amalí – We are ready to capture future growth
Planta L’Amalí – We are ready to capture future growth The second line at L'Amalí Plant, inaugurated at the end of 2021, represents the largest investment in capacity in the last two decades (US$ +300 MM) L'Amalí is the largest cement plant in the country and one of the largest and most modern i
Slide 9: Macro & Industry context, Revenues and Volumes
Macro & Industry context Revenues and Volumes
Slide 10: Cement Demand Up 5.6% in 2025
Cement Demand Up 5.6% in 2025 March Shows Positive Signs After a Slow Start to the Year 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 Gro GDP wt h 1 (Yo YGr
Slide 11: ESG
ESG ‘a wg
Slide 12: ESG Highlights
Sustainability Report ESG Highlights SOCIAL 2,689 EMPLOYEES ENVIRONMENT contribute with their talent in Loma Negra (1,714) and in Ferrosur (975) CARBON FOOTPRINT: WASTE MANAGEMENT AND CIRCULAR ECONOMY: 701 172 -22 % CO e EMISSIONS* 2 compared to the 2021 85% OF WASTE RECOVERED PARTNER ORGANIZATIONS
Slide 13: Business Performance
Business Performance
Slide 14: Volumes Continue to Lag in 4Q Closing a Year of Moderate Recovery
Volumes Continue to Lag in 4Q Closing a Year of Moderate Recovery l Cement business, volumes remain subdued (-1.2% YoY), with margins broadly in line with prior quarters l As reported results l Net revenues reached Ps. 225.2 billion, down 1.7% (US$ 152 million) l Adjusted EBITDA stood at Ps. 44.3 bi
Slide 15: Gross Margin Contracts YoY, Showing Sequential Improvement
Gross Margin Contracts YoY, Showing Sequential Improvement l Consolidated gross profit declined by 29.1% YoY, with margin contracting 906 bps to 23.5%, although showing a sequential recovery versus the previous quarter. In the Cement segment, higher cost of sales and increased depreciation further p
Slide 16: EBITDA Margin Contracts YoY With Limited Sequential Decline
EBITDA Margin Contracts YoY With Limited Sequential Decline 37 Consolidated Adjusted EBITDA Million US$ 19.7 Cons. Adj. EBITDA Margin % Down 33.4% in 4Q25 when measured in Ps. Decreased by 938 bps. YoY & 114 bps QoQ l By segments Adjusted EBITDA & Margin l Cement, masonry cement and lime segment Adj
Slide 17: Bottom line & Financial performance
Bottom line & Financial performance
Slide 18: Sound Balance Sheet at Year-End
Sound Balance Sheet at Year-End Post-Quarter Bond Issuance Enhances Debt Maturity Profile l Cash position and Investments of Ps. 31.4 billion and total debt at Ps. 297.9 billion as of end of Debt Maturity schedule (principal) 4Q25. Ps. USD US$ Million l Net Debt of Ps. 266.5 billion (US$ 183 MM; dow
Slide 19: 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