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    Does Loma Negra (LOMA)'s Latest Bond Exchange Quietly Redraw Its Long-Term Risk Profile?

    Simply Wall St·02/18/2026 23:29:55
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    • In January 2026, Loma Negra Compañía Industrial Argentina Sociedad Anónima issued new Class 6 bonds and accepted Class 3 bonds as in-kind payment, reducing the outstanding nominal value of Class 3 bonds to US$40.29 million as part of its liability management efforts.
    • This refinancing step highlights an ongoing effort to reshape the company’s debt profile, which may influence how investors assess interest costs and financial resilience.
    • We’ll now examine how Loma Negra’s recent bond exchange and partial debt cancellation affect the company’s investment narrative and risk outlook.

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    Loma Negra Compañía Industrial Argentina Sociedad Anónima Investment Narrative Recap

    To own Loma Negra, you have to believe in a gradual recovery in Argentine construction activity and the company’s ability to turn that into healthier margins. The recent Class 6 bond issue and partial Class 3 cancellation are part of its liability management, but they do not materially change the key near term catalyst of volume recovery or the main risk of pressured profitability in a volatile macro backdrop.

    The most relevant recent announcement here is Loma Negra’s Q3 2025 results, which showed lower sales and a net loss compared with the prior year period. Against that weaker earnings picture, the bond exchange matters mainly for how investors think about future interest costs and balance sheet resilience if Argentina’s macro conditions remain challenging and infrastructure spending does not accelerate as quickly as hoped.

    Yet investors should be aware that concentrated exposure to Argentina and largely dollar denominated debt means that...

    Read the full narrative on Loma Negra Compañía Industrial Argentina Sociedad Anónima (it's free!)

    Loma Negra Compañía Industrial Argentina Sociedad Anónima's narrative projects ARS956.1 billion revenue and ARS155.6 billion earnings by 2028. This requires 12.7% yearly revenue growth and an earnings increase of about ARS103.8 billion from ARS51.8 billion today.

    Uncover how Loma Negra Compañía Industrial Argentina Sociedad Anónima's forecasts yield a $14.82 fair value, a 33% upside to its current price.

    Exploring Other Perspectives

    LOMA 1-Year Stock Price Chart
    LOMA 1-Year Stock Price Chart

    Three Simply Wall St Community fair value estimates, from US$5.31 to US$14.82, show how far apart individual views on Loma Negra can be. You should weigh those opinions against the risk that persistent margin pressure and Argentine macro volatility could continue to influence the company’s performance and consider how different scenarios might play out.

    Explore 3 other fair value estimates on Loma Negra Compañía Industrial Argentina Sociedad Anónima - why the stock might be worth less than half the current price!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.