The results show modest operational improvement but the flat gross profit and ongoing ownership overhang suggest limited near-term catalysts. Monitor the May 5 earnings call for volume and pricing guidance; the 20-F warned of sharper declines, making this quarter's stabilization relatively positive. The marketing process for shareholder stake could introduce volatility.
Price Chart
Executive Summary
Loma Negra reported Q1 2026 results with slight revenue growth of 1.1% to Ps. 218,739 million, but gross profit edged down 0.3%. Adjusted EBITDA rose 5.1% and net profit surged 44.2% to Ps. 40,627 million, aided by foreign exchange gains. The restructuring of its indirect controlling shareholder was finalized, but a potential sale process for the company's shares continues until September 2028, introducing ownership uncertainty.
Key Facts
- Net revenue Ps. 218,739 million, +1.1% YoY
- Adjusted EBITDA Ps. 54,566 million, +5.1% YoY
- Net profit Ps. 40,627 million, +44.2% YoY
- Gross profit margin contracted 37 bps to 26.1%
- Net debt/LTM Adjusted EBITDA improved to 1.33x from 1.47x at FY25
- Finalization of indirect controlling shareholder restructuring; marketing process for shares until Sep 2028
Financial Impact
Revenue +1.1%, EBITDA +5.1%, Net Profit +44.2% in pesos; in USD, revenue flat, EBITDA +11.5%
Risk Factors
- Potential sale of controlling stake introduces ownership uncertainty
- High inflation and currency volatility in Argentina
- Cement pricing pressure and cost inflation could compress margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001711375-26-000034 |
| Document: lomanegra1q26en.htm | 0001711375-26-000034 |
| Document: 0001711375-26-000034-index-headers.html | 0001711375-26-000034 |
| Document: 0001711375-26-000034-index.html | 0001711375-26-000034 |
| Document: 0001711375-26-000034.txt | 0001711375-26-000034 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 6d ago | 6-K | $9.65 $9.64 | ▲ +0.10% | ▲ +0.63% | $9.42 (+2.38%) |
Aug 12, 2026 10w ago | 6-K | $9.68 $9.50 | ▼ −1.86% | ▼ −2.56% | $9.42 (−2.69%) |
May 8, 2026 24w ago | 6-K | $11.02 $10.95 | ▼ −0.64% | ▼ −0.87% | $9.42 (−14.52%) |
May 5, 2026 24w ago | 6-K | $11.70 $11.10 | ▼ −5.13% | ▼ −4.80% | $9.42 (−19.49%) |
May 4, 2026 24w ago | 6-K | $11.29 $11.70 | ▲ +3.63% | ▲ +2.25% | $9.42 (−16.56%) |
Apr 28, 2026 25w ago | 20-F | $10.86 $11.04 | ▼ −1.66% | ▼ −0.63% | $9.42 (+13.26%) |
Apr 24, 2026 26w ago | 6-K | $11.12 $10.80 | ▼ −2.88% | ▼ −3.04% | $9.42 (−15.29%) |
Apr 6, 2026 29w ago | 6-K | $11.46 $11.45 | ▼ −0.09% | ▼ −0.15% | $9.42 (−17.80%) |
Mar 31, 2026 29w ago | 6-K | $11.09 $11.07 | ▼ −0.18% | ▼ −0.26% | $9.42 (−15.06%) |
US Market Status
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