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    Mario Sergio Simplicio

    Research Analyst at Morgan Stanley

    Mario Sergio Simplicio is an Executive Director and Equity Research Analyst at Morgan Stanley, specializing in the Latin American financial sector with a particular focus on Brazilian banks and financial institutions. He covers major public companies such as Itaú Unibanco, Banco Bradesco, Banco do Brasil, and BTG Pactual, delivering detailed research and investment recommendations that have contributed to the firm's robust coverage of the region. Simplicio began his financial career at Banco BTG Pactual as an equity analyst before joining Morgan Stanley in 2012, where he has developed a reputation for insightful analysis and accurate forecasts, with a track record recognized among clients and peers in Latin American finance. He holds a Master’s degree in Economics from Fundação Getulio Vargas, is CFA charterholder, and is registered with Brazil’s CVM as well as holding international regulatory credentials.

    Mario Sergio Simplicio's questions to Loma Negra Compania Industrial Argentina Sociedad Anonima (LOMA) leadership

    Mario Sergio Simplicio's questions to Loma Negra Compania Industrial Argentina Sociedad Anonima (LOMA) leadership • Q2 2025

    Question

    Mario Sergio Simplicio from Morgan Stanley inquired about the drivers behind the challenging pricing environment in Q2, asking if it was due to the timing of price hikes or more structural competitive trends, and sought an outlook for pricing in the second half of the year.

    Answer

    Diego Jalón, Manager of Investor Relations, explained that the pricing pressure stemmed from a more intense competitive environment over the past five months, influenced by the lifting of certain tax and contract restrictions. He noted that conditions have improved in the last two months and that the company anticipates price increases will outpace inflation for the remainder of the year, leading to a price recovery.

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