Loma Negra (ADR)
Manufactures cement and concrete through Argentina-centered logistics and distribution networks.
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Profile
Cement, concrete, aggregates, lime, and masonry cement are supplied through an integrated Argentine platform. Mineral extraction, manufacturing, logistics, and distribution sit within one operating network whose performance depends on Argentine construction activity and local conditions.
Produces cement, masonry cement, aggregates, concrete, and lime for Argentina’s construction market. A vertically integrated model links mineral extraction and manufacturing to logistics and distribution, including railway operations. The operating network also processes waste for reuse in production.
Operations are concentrated in Argentina, with plants, quarries, rail logistics, and a nationwide sales base. The company describes its platform as the country’s only nationwide vertically integrated cement-and-concrete business.
Execution depends on Argentine construction activity and local operating conditions. InterCement Trading e Inversiones Argentina, S.L. controls a majority of the company’s capital stock.
Company facts
Categories
Key statistics
Year to date −24.7% · Average volume (30d) 409.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| May 20, 2025 | Morgan Stanley | Upgrade | Equal Weight | Overweight |
| Apr 23, 2025 | B of A Securities | Upgrade | Neutral | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.11 | $0.05 | −52.9% | $108.4M | $158.8M | +46.5% | −3.24% |
| May 4, 2026Q1 FY26 | $0.05 | $0.25 | +375.4% | $119.8M | $133.6M | +11.5% | +7.83% |
| Mar 5, 2026Q4 FY25 | $0.10 | $0.04 | −61.5% | $143.3M | $153.5M | +7.1% | −0.71% |
| Nov 6, 2025Q3 FY25 | $0.15 | −$0.05 | −134.3% | $135.2M | $146.7M | +8.5% | +0.65% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $108.8M | $116.4M | $139.6M | $151.7M | $145.9M | $158.8M | |
| Gross profit | $28.8M | $23.7M | $24.2M | $35.7M | $38.0M | $30.5M | |
| Operating income | $14.9M | $9.9M | $9.8M | $14.6M | $20.3M | $9.5M | |
| Net income | $14.3M | $265.0K | −$5.6M | $4.2M | $27.3M | $5.0M | |
| Diluted EPS | $0.12 | $0.00 | −$0.05 | $0.04 | $0.23 | $0.04 | |
| Gross margin | 26.4% | 20.4% | 17.3% | 23.5% | 26.1% | 19.2% | |
| Operating margin | 13.7% | 8.5% | 7.0% | 9.7% | 13.9% | 6.0% |
Fiscal years (4-quarter sums)FY23 $525.1M · FY24 $508.7M · FY25 $516.4M
Balance sheet, Jun 30, 2026Cash & short-term investments $19.2M · Total debt $204.0M · Total assets $1.46B · Shareholders' equity $865.8M
Dividends
Last raised to $0.4551 from $0.1673 in Jun 2023.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2023 | Jul 3 | Jul 12 | $0.4551 | raised from $0.1673 |
| May 12, 2023 | May 15 | May 18 | $0.353 | special dividend |
| Jan 5, 2023 | Jan 6 | Jan 17 | $0.1673 | cut from $0.673 |
| Jul 8, 2022 | Jul 11 | Jul 19 | $0.673 | raised from $0.3835 |
| Apr 22, 2022 | Apr 25 | May 3 | $0.3835 |
Ownership
Shares outstanding 116.70M · Float 50.90M · 43.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Capital International Investors | 4.68M | 4.01% | 13F | May 13, 2026 |
| Fourth Sail Capital LP | 2.47M | 2.12% | 13F | May 15, 2026 |
| RWC Asset Management LLP | 1.97M | 1.68% | 13F | Apr 27, 2026 |
| Ancient Art, L.P. | 1.44M | 1.23% | 13F | May 15, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 1.26M | 1.08% | 13F | May 15, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
Not reported.