Mario Sergio Simplicio's questions to Loma Negra Compania Industrial Argentina SA (LOMA) leadership • Q2 2025
Question
Mario Sergio Simplicio of Morgan Stanley inquired about the drivers behind the challenging pricing environment in Q2, questioning if it was due to the timing of price increases or more structural competitive trends. He also asked for an outlook on these competitive and pricing dynamics for the third quarter and the second half of the year.
Answer
Diego Jalón, Manager - IR, explained that the pricing pressure stemmed from a more intense competitive environment over the past five months, influenced by the lifting of certain economic restrictions. However, he noted that conditions have improved in the last two months and the company anticipates a recovery in pricing for the remainder of the year, with price increases expected to outpace inflation. The overall competitive landscape is now considered stable.