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    Daniel Rojas Vielman

    Vice President and equity research analyst at Bank of America

    Daniel Rojas Vielman is a Vice President and equity research analyst at Bank of America, recognized for his expertise in Latin American industrials, with a noted focus on companies like Loma Negra Companía Industrial Argentina Sociedad Anónima. He actively participates in major earnings calls and sector coverage, providing detailed market analyses and actionable insights to institutional clients. Previously, Rojas Vielman held research roles at other leading financial institutions before joining Bank of America, advancing to his current role where he is highly regarded for his coverage depth and rigorous approach. Holding relevant securities licenses and professional credentials, he continues to advance his profile as a trusted resource for sector-specific investment strategies in Latin American markets.

    Daniel Rojas Vielman's questions to Loma Negra Compania Industrial Argentina Sociedad Anonima (LOMA) leadership

    Daniel Rojas Vielman's questions to Loma Negra Compania Industrial Argentina Sociedad Anonima (LOMA) leadership • Q2 2025

    Question

    Daniel Rojas Vielman from Bank of America requested more detail on the pricing situation, asking if it was driven by a strategic shift in a low-inflation environment or purely by competitors not raising prices. He also asked about the potential impact of the government's announced public works and privatization program.

    Answer

    Diego Jalón, Manager of Investor Relations, confirmed it was a combination of both factors. The sudden drop in inflation altered pricing strategies in terms of amount and timing, and as price adjustments became more spaced out, competitive timing differences impacted the market. On public works, he stated that while there is significant potential, the necessary frameworks for private investment will take time, making a large impact in H2 2025 unlikely but presenting a strong driver for 2026 and beyond.

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