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    Omar Avellaneda

    Research Analyst at Vinci Compass

    Omar Avellaneda is an analyst at Vinci Compass specializing in Latin American equity research, with a particular focus on covering companies such as Cementos Pacasmayo S.A.A. He is recognized for his incisive analysis and has actively participated in company earnings calls, demonstrating up-to-date coverage and industry expertise. Avellaneda began working at Vinci Compass in recent years and has established a reputation for delivering comprehensive market insights. He holds professional credentials in financial analysis, though specific securities licenses or rankings have not been publicly disclosed.

    Omar Avellaneda's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership

    Omar Avellaneda's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership • Q2 2025

    Question

    Omar Avellaneda of Vinci Compass asked whether a competitor's use of the new Chancay port to import cement would alter the competitive landscape in the Peruvian market for Cementos Pacasmayo.

    Answer

    Humberto Nadal Del Caprio, GM, CEO & Director, clarified that the Chancay port primarily serves the Lima market and is not expected to significantly impact Pacasmayo's northern stronghold. He explained that Pacasmayo's competitive dynamics are more influenced by the Salaverry and Paita ports and noted the competitor's use of Chancay was likely a temporary measure due to issues at the Callao port.

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    Omar Avellaneda's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership • Q2 2025

    Question

    Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive dynamics in the Peruvian market.

    Answer

    CEO Humberto Nadal Del Caprio stated that the Chancay port is a positive development for Peru but has minimal impact on Cementos Pacasmayo's market. He explained that Chancay is close to Lima and serves as an alternative to the Callao port, whereas Pacasmayo's northern market is more influenced by the Salaverry and Paita ports. He added that CEMEX's use of Chancay was reportedly due to temporary technical issues at the Callao port.

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    Omar Avellaneda's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership • Q2 2025

    Question

    Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive dynamics in the Peruvian market for Cementos Pacasmayo.

    Answer

    Humberto Nadal Del Caprio, GM, CEO & Director, explained that while the Chancay port is positive for Peru, its impact on Pacasmayo is minimal. He noted the port primarily serves the Lima market and is an alternative to the Callao port, whereas Pacasmayo's market is influenced by the Salaverry and Paita ports in the north. He added that CEMEX's use of Chancay was due to temporary technical issues at the Callao port, and it is not certain they will continue to use it.

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    Omar Avellaneda's questions to CEMENTOS PACASMAYO SAA (CPAC) leadership • Q2 2025

    Question

    Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive landscape for the Peruvian market.

    Answer

    CEO Humberto Nadal Del Caprio explained that the Chancay port primarily impacts the Lima market due to its proximity and serves as an alternative to the Callao port. He stated that Pacasmayo's northern market is more influenced by the Salaverry and Paita ports. Mr. Nadal concluded that while any new port can cause minor shifts, he does not foresee a significant change in competitive dynamics for Pacasmayo's core region.

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