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    Marcelo Furlan Palhares • Itau BBA

    Marcelo Furlan Palhares's questions to Loma Negra Compania Industrial Argentina SA (LOMA) leadership

    Marcelo Furlan Palhares's questions to Loma Negra Compania Industrial Argentina SA (LOMA) leadership • Q2 2025

    Question

    Marcelo Furlan Palhares of Itau BBA sought clarification on the company's double-digit volume growth forecast for 2025, asking if it would be closer to low-double-digits or mid-teens. He also asked about expectations for cost efficiencies, margins in the second half, and the management's stance on dividend payments for the year.

    Answer

    Diego Jalón, Manager - IR, reaffirmed the double-digit volume growth forecast for the year. Regarding margins, he expects a recovery to begin in Q3, despite seasonal winter costs, and continue through Q4. On the topic of dividends, Mr. Jalón mentioned that while the company is analyzing all financial alternatives for shareholders, there is no provision for paying dividends so far this year.

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    Marcelo Furlan Palhares's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership

    Marcelo Furlan Palhares's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership • Q2 2025

    Question

    Marcelo Furlan Palhares of Itau BBA inquired about Cementos Pacasmayo's outlook for the second half of the year, specifically regarding sales volumes, CapEx expectations, potential EBITDA margin improvements, and future dividend distributions.

    Answer

    Humberto Nadal Del Caprio, CEO, projected that the high single-digit volume growth trend would continue, driven by infrastructure projects. He clarified that sustaining CapEx is around 100 million soles annually with no major growth projects planned. Mr. Nadal expects the EBITDA margin to remain stable at 28-29% and noted that while dividend decisions rest with the board, the company's policy is to return excess cash to shareholders, making a dividend increase more likely than a decrease.

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