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Loma Negra supplies materials for private construction and public infrastructure across Argentina. It sources nearly all its limestone from its own quarries, processes it into cement and sells the finished product in bags or bulk. Cement, masonry cement and lime generate most of its revenue. It also sells concrete under the Lomax brand in Buenos Aires and Rosario.
Wholesale distributors buy most of its cement, followed by concrete producers that use it to make concrete. Bagged cement serves retail construction demand, while bulk deliveries are more closely tied to large construction and infrastructure projects. Many customers have long-standing exclusive relationships with Loma Negra, but no single customer supplies a large share of sales. Almost all sales revenue is in Argentine pesos.
The business depends heavily on Argentine construction activity and on reliable, affordable energy for its plants. Energy is its largest single cement-production cost. Its quarries require government authorizations and concessions, and its plants need environmental permits; authorities can restrict or close operations for noncompliance.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Loma Negra’s results hinge on Argentine construction demand and local cement pricing against Holcim Argentina, Cementos Avellaneda and Petroquímica Comodoro Rivadavia—none of which appears in this list.
Loma Negra depends on PAMPA ENERGIA S.A. for approximately 35% of its electricity needs under annual supply contracts, linking its cement-making costs to this Argentine energy supplier. Watch those power contracts: electricity accounted for 8% of Loma Negra’s total cost of sales in 2025.
YPF supplies natural gas that Loma Negra uses to make cement, so gas-price changes feed into Loma Negra’s production costs. Watch gas supply and pricing news from this Argentine oil and gas company: natural gas and petcoke are Loma Negra’s most significant thermal fuels.
IRSA and Loma Negra share exposure to Argentina’s property-investment cycle: IRSA develops and sells residential and commercial properties, while Loma Negra sells cement and concrete used in construction. Watch IRSA’s Sales and Developments business for clues to private-project activity, which matters especially for Loma Negra’s bulk cement and concrete demand.
Housing Starts (Sep)
Loma Negra sells cement for residential construction, with bagged cement tied more closely to retail demand, but U.S. housing readings track building outside its Argentina market and do not directly measure demand for its products.
Expected1.31MLast release1.275M
If it comes in above expectations
If the reading is above the 1.31M estimate, it is above the previous 1.275M. More U.S. homes started, permitted or sold would point to stronger building there, but would not establish stronger orders or prices for Loma Negra’s cement in Argentina.
If it comes in below expectations
Fewer U.S. homes started, permitted or sold would point to weaker building there, but would not establish weaker orders or prices for Loma Negra’s cement in Argentina.
YPF Sociedad Anonima earningsYPF
YPF’s report can reveal changes in gas supply and pricing; Loma Negra uses gas to make cement, so those changes affect its production costs.
Watch YPF’s disclosures for signs of gas availability and pricing. Tighter supply or higher prices would raise the cost of making cement for Loma Negra; steady supply without price pressure would leave this cost risk more contained.
PAMPA ENERGIA S.A. earningsPAM
Pampa Energía’s report can show changes in power supply and costs; Loma Negra relies on the supplier for about 35% of its electricity, affecting cement-production costs and continuity.
Watch Pampa Energía’s disclosures on power supply and annual contracts. Higher electricity costs or constrained supply would raise Loma Negra’s cement costs or disrupt output; stable supply and costs would mean less pressure from this source.
IRSA Inversiones y Representaciones S.A. earningsIRS
IRSA’s development business can show private-property project activity, where builders use the bulk cement and concrete Loma Negra sells.
Read activity in IRSA’s Sales and Developments business as a signal, then compare it with demand for Loma Negra’s bulk cement and concrete. More projects would support the private-construction demand backdrop; fewer would point to possible weakness, but IRSA alone cannot determine Loma Negra’s sales.
Loma Negra Compañía Industrial Argentina Sociedad Anónima earningsThis company
Loma Negra’s report will show whether cement sales are recovering enough to steady prices and support margins in its core business.
Read cement volume alongside the average selling price. Rising volume with a steadying price would suggest demand is strengthening and discount pressure is easing. If volume rises but price keeps falling, Loma Negra is still giving up price, so sales growth has not yet stabilized margins.
