Why Loma Negra (LOMA) Is Down 6.6% After Reporting Weaker Sales and Profit in Q2 2025

Loma Negra Compañía Industrial Argentina Sociedad Anónima recently announced its results for the second quarter and first half of 2025, reporting ARS 174.51 billion in sales and ARS 397 million in net income for the quarter, each lower than the same period last year. The sharp year-over-year drop in net income and sales points to ongoing challenges in Argentina’s cement and building materials sector. We'll examine how weaker profitability in the latest quarter may influence Loma Negra's investment narrative and future outlook.

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Loma Negra Compañía Industrial Argentina Sociedad Anónima Investment Narrative Recap

To be a shareholder in Loma Negra CIASA, you need confidence in Argentina’s construction rebound and public infrastructure investments as lasting growth drivers. The recent drop in both sales and net income intensifies focus on cement demand recovery as the key short term catalyst, while persistent margin pressure and continued Argentine macroeconomic volatility remain the most pressing risks. This quarter’s results materially weaken the near term case for earnings turnaround, as profitability proves especially sensitive to sector headwinds.

Among recent announcements, the Q2 earnings update is directly relevant. The year-over-year contraction in both top- and bottom-line figures signals ongoing headwinds from competitive pricing pressure and underwhelming cement demand, both of which now weigh more heavily on the company’s ability to realize gains from any anticipated increase in infrastructure projects and a more stable macroeconomic backdrop.

In contrast, investors should be aware of just how much margin compression, and its root causes, could...

Read the full narrative on Loma Negra Compañía Industrial Argentina Sociedad Anónima (it's free!)

Loma Negra Compañía Industrial Argentina Sociedad Anónima is projected to reach ARS978.6 billion in revenue and ARS205.0 billion in earnings by 2028. This outlook requires annual revenue growth of 13.6% and an earnings increase of ARS153.2 billion from the current earnings of ARS51.8 billion.

Uncover how Loma Negra Compañía Industrial Argentina Sociedad Anónima's forecasts yield a $14.84 fair value, a 46% upside to its current price.

Exploring Other PerspectivesLOMA Community Fair Values as at Aug 2025

Three fair value estimates from the Simply Wall St Community range from US$5.31 to US$14.84 per share. While community opinions are split, many remain focused on ongoing pricing pressure and its implications for future earnings and margins, explore more perspectives to get the full picture.

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Explore 3 other fair value estimates on Loma Negra Compañía Industrial Argentina Sociedad Anónima - why the stock might be worth as much as 46% more than the current price!

Build Your Own Loma Negra Compañía Industrial Argentina Sociedad Anónima Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Loma Negra Compañía Industrial Argentina Sociedad Anónima research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Our free Loma Negra Compañía Industrial Argentina Sociedad Anónima research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Loma Negra Compañía Industrial Argentina Sociedad Anónima's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include LOMA.

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