Recent news coverage highlights Loma Negra's market positioning and investor interest, including its entry into oversold territory and recognition among top materials stocks.

• Loma Negra entered oversold territory as reported in March 2026, indicating increased market volatility or selling pressure on its shares [N1].
• The company was featured in Validea's list of top materials stocks based on Kenneth Fisher's analysis in August 2025, reflecting positive market attention [N2].
• Discussions on value investing in Loma Negra stock appeared in mid-2025, indicating ongoing investor evaluation of its fundamentals [N4].
• Loma Negra's stock performance was noted to be outpacing its construction peers in early 2025, suggesting relative strength within its sector [N7].

The company benefits from a diversified product portfolio in construction materials and logistics services, supported by long-term contracts for renewable energy that align with regulatory requirements. Its ownership of raw material sources and established logistics infrastructure provide operational advantages. Recent market interest and inclusion in materials stock analyses indicate investor attention to its sector positioning.

Loma Negra faces risks related to raw material availability, particularly potential exhaustion of limestone quarries, which could increase extraction and freight costs. The company is exposed to currency and interest rate fluctuations due to significant U.S. dollar-denominated debt. Regulatory and tax environments in Argentina, including various provincial and municipal taxes, add complexity and potential cost pressures. Market volatility and oversold conditions noted in recent news may reflect underlying operational or financial challenges.

Loma Negra's moat is supported by its integrated supply chain, including ownership of key raw material quarries, long-term energy contracts with renewable sources, and a railway logistics concession that facilitates distribution. Its established brand presence with numerous registered trademarks and compliance with local regulations further contribute to its competitive positioning in the Argentine construction materials market. The capital-intensive nature of the cement industry and the company's scale provide barriers to entry for potential competitors.

• Raw Material Supply Risk: Potential exhaustion of limestone quarries could require sourcing from more distant locations, increasing costs and impacting margins.
• Currency and Interest Rate Exposure: High levels of U.S. dollar-denominated debt expose the company to exchange rate fluctuations and interest rate risks affecting financial results.
• Regulatory and Taxation Risks: The company is subject to multiple federal, provincial, and municipal taxes, including income tax, turnover tax, quarry exploitation fees, and others, which may affect profitability.
• Market and Operational Risks: Volatility in construction demand and input costs, as well as operational challenges in logistics and production, could impact financial performance.

• Loma Negra Compania Industrial Argentina Sociedad Anonima is engaged in the production and distribution of cement, masonry cement, concrete, limestone, and aggregates, as well as logistics services through a railway concession and industrial waste recycling.
• The company operates in Argentina and reports financials in Argentine Pesos (ARS).
• As of December 31, 2024, Loma Negra reported revenue of approximately 699.18 billion ARS and net income of approximately 153.63 billion ARS, with a basic and diluted EPS of 3.3122 ARS per share as of December 31, 2022.
• The company’s liquidity ratios as of December 31, 2024, include a current ratio of 1.02 and a cash ratio of 0.03, with cash and cash equivalents totaling approximately 8.55 billion ARS.
• Loma Negra’s cost structure includes preservation and maintenance costs (around 10-11% of cost of sales), freight costs (9-10%), salaries and social security charges (15-17%), and raw materials (12-19%).
• The company sources raw materials such as limestone primarily from quarries it owns, with some risk of quarry exhaustion potentially increasing costs.
• Loma Negra is subject to various Argentine federal and state taxes, including income tax (25-35%), turnover tax (~1.45% of net sales), quarry exploitation fees (~1.68% of cement sales), and other local taxes.
• The company has a significant level of indebtedness, with total borrowings of approximately 297.9 billion ARS as of December 31, 2025, mostly denominated in U.S. dollars and bearing fixed interest rates.
• Loma Negra’s financial results include interest expenses, exchange rate differences, and gains/losses on net monetary position, reflecting exposure to currency and interest rate risks.
• The company recognizes revenue when control of goods is transferred to customers, with credit terms typically between 20 and 35 days, and provides transportation services recognized at the time services are rendered.
• Loma Negra has contracts to source renewable energy, exceeding regulatory requirements, with approximately 57% of its energy matrix from renewable sources as of 2025.
• The company maintains 121 registered trademarks and does not own registered patents.
• Loma Negra’s governance includes a code of ethics and conduct applicable to employees, directors, and contractors.
• Recent news coverage includes discussions of the company entering oversold territory and its positioning among top materials stocks, reflecting market interest and analysis.
• The company’s shares trade on the BYMA and NYSE under the ticker LOMA, with ADSs representing five ordinary shares each.