Financial Data and Key Metrics Changes - For Q4 2025, sales volumes increased by 8.2% compared to the same period last year, and for the full year 2025, there was a 7.2% increase relative to 2024 [8] - EBITDA for Q4 2025 reached PEN 158.7 million, an 11.4% increase year-over-year, while full year EBITDA was PEN 584.2 million, marking a 6.4% year-over-year increase when excluding one-off expenses [9][10] - Consolidated net income for Q4 2025 was negative due to transactional expenses, but excluding these, net income would have been PEN 59.8 million, a 19.6% increase over the same period last year [26] Business Line Data and Key Metrics Changes - Cement sales in Q4 2025 increased by 13.6%, driven by strong demand in the self-construction sector, while for the full year, cement sales rose by 8.7% compared to 2024 [19][20] - Sales of concrete, pavement, and mortar decreased by 25.1% year-over-year in Q4 2025, primarily due to lower sales volume from the halted Motupe Riverbank Defense Project, but increased by 6.3% for the full year [21][23] - Precast materials sales decreased by 16% in Q4 2025 but increased by 3% for the full year, driven by higher demand from the public sector [25] Market Data and Key Metrics Changes - The growth in sales volumes was attributed to stronger demand for infrastructure projects and consistent performance in the self-construction segment [8] - The agro-industrial and fishing sectors, key income drivers in the north, contributed to the elevated demand for cement [20] Company Strategy and Development Direction - The acquisition agreement with Holcim for a controlling stake in Cementos Pacasmayo is seen as a strong endorsement of the company's long-term strategy and operational excellence [5][6] - The company aims to promote sustainable development and create new opportunities while contributing to the growth of Peru and the wider region [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining EBITDA margins at current levels, with potential improvements due to energy-saving projects planned for the second half of the year [36] - The company anticipates a stronger year in 2026 in terms of volumes and competitive pricing, which should support revenue growth and stable EBITDA margins [38] Other Important Information - The company achieved three-star recognition from Peru's Minister of Environment for reducing greenhouse gas emissions, reflecting its commitment to sustainability [11] - Cementos Pacasmayo has been recognized as the industry leader in the Merco ESG Sustainability Ranking for ten consecutive years, highlighting its focus on sustainability [12][13] Q&A Session Summary Question: Details about the transaction with Holcim and pending steps - The transaction involves Holcim acquiring Inversiones ASPI, which controls 60.01% of Pacasmayo, pending regulatory approval from Indecopi, which is expected to be approved soon [29] Question: Why acquisition-related expenses are high - Most expenses are related to long-standing change of control issues, with part of the costs to be assumed by Hochschild, and the board deemed these expenses reasonable given the share price [30][32] Question: Recognition of PEN 77 million in expenses related to the Holcim transaction - The decision to incur these costs was based on contractual obligations and was approved by the board, with no anticipated impediments from regulatory authorities [32] Question: Expectations for project-related disruptions and margin pressures - Management believes EBITDA margins should remain stable or improve slightly, with expectations for increased spending from authorities later in the year [36] Question: Guidance on revenue growth and EBITDA margins for 2026 - Management is optimistic about volume growth and stable EBITDA margins, with expectations for efficiencies to enhance margins in the second half of the year [38]

Financial Data and Key Metrics Changes - For Q4 2025, sales volumes increased by 8.2% year-over-year, while full-year sales grew by 7.2% compared to 2024, driven by demand for infrastructure projects and self-construction [5][10] - EBITDA for Q4 2025 reached PEN 158.7 million, an 11.4% increase year-over-year, while full-year EBITDA was PEN 584.2 million, marking a 6.4% increase when excluding one-off expenses [5][6][10] - Consolidated net income for Q4 2025 was negative due to transactional expenses, but would have been PEN 59.8 million, a 19.6% increase year-over-year if excluding these expenses [15][16] Business Line Data and Key Metrics Changes - Cement sales in Q4 2025 increased by 13.6%, primarily due to strong demand in the self-construction sector, while full-year cement sales rose by 8.7% compared to 2024 [12][14] - Sales of concrete, pavement, and mortar decreased by 25.1% year-over-year in Q4 2025, attributed to the Motupe Riverbank Defense Project being on standby, but full-year sales increased by 6.3% [13][14] - Precast materials sales decreased by 16% in Q4 2025, but full-year sales increased by 3%, driven by public sector demand [15] Market Data and Key Metrics Changes - The company achieved three-star recognition from Peru's Minister of Environment for reducing greenhouse gas emissions, reflecting its commitment to sustainability [7][8] - The company maintained a top-tier position in the Merco ESG Sustainability Ranking, being recognized as the industry leader for ten consecutive years [8] Company Strategy and Development Direction - The acquisition agreement with Holcim for a controlling stake in Cementos Pacasmayo is seen as a strong endorsement of the company's long-term strategy and operational excellence [3][4] - The company aims to promote sustainable development and create new opportunities in collaboration with Holcim [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining EBITDA margins and expects improvements due to energy-saving projects in the second half of the year [25][26] - The company anticipates a positive outlook for revenue growth and EBITDA margins in 2026, driven by strong volume growth and competitive pricing [26] Other Important Information - Administrative expenses increased by 5.7% in Q1 2025 and by 50% for the full year, mainly due to higher personnel costs from collective bargaining [11] - Selling expenses decreased by 8.3% in Q4 2025 but increased by 40% for the full year due to higher advertising and promotional expenses [12] Q&A Session Summary Question: Details about the transaction with Holcim and regulatory approvals - Management confirmed that the transaction is pending INDECOPI approval and is expected to be approved smoothly [18] Question: Why acquisition-related expenses are high - Most expenses are related to long-standing change of control issues, with part assumed by Holcim, and were approved by the board [19] Question: Recognition of PEN 77 million in expenses related to the Holcim transaction - Management explained that these costs are due to contractual obligations from previous agreements and are considered reasonable given the share price [20][21] Question: Expectations for project-related disruptions and margin pressures - Management believes EBITDA margins will remain stable or improve, with expectations of increased spending from authorities later in the year [25] Question: Guidance on revenue growth and EBITDA margins for 2026 - Management is optimistic about volume growth and stable EBITDA margins, with potential increases due to operational efficiencies [26]

Financial Data and Key Metrics Changes - For Q4 2025, revenues increased by 6.2% year-over-year, reaching PEN 559.5 million, driven by higher sales of pack cement and increased sales for infrastructure projects [10] - EBITDA for Q4 2025 reached PEN 158.7 million, an 11.4% increase compared to the same period last year, excluding one-off expenses related to the share purchase agreement with Holcim [6][10] - Full year 2025 EBITDA was PEN 584.2 million, marking a 6.4% year-over-year increase when excluding one-off expenses [7][17] - Net income for Q4 2025, excluding one-off expenses, would have been PEN 59.8 million, a 19.6% increase over the same period last year [16][17] Business Line Data and Key Metrics Changes - Cement sales in Q4 2025 increased by 13.6%, primarily due to robust demand in the self-construction sector, while full year cement sales increased by 8.7% compared to 2024 [12][14] - Sales of concrete, pavement, and mortar decreased by 25.1% year-over-year in Q4 2025, mainly due to lower sales volume from the halted Motupe Riverbank Defense Project [13][14] - Precast materials sales decreased by 16% in Q4 2025 but increased by 3% for the full year, driven by higher demand from the public sector [16] Market Data and Key Metrics Changes - The company experienced strong momentum in sales volumes, with an 8.2% increase in Q4 2025 compared to the same period last year, and a 7.2% increase for the full year 2025 relative to 2024 [6] - The growth was attributed to stronger demand for infrastructure projects and consistent performance in the self-construction segment [6] Company Strategy and Development Direction - The acquisition agreement with Holcim for a controlling stake in Cementos Pacasmayo is seen as a strong endorsement of the company's long-term strategy and operational excellence [4][5] - The company aims to promote sustainable development and contribute to the growth of Peru and the wider region [5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum built and the positive outlook for future performance, emphasizing operational excellence and profitability [9] - The company anticipates that EBITDA margins will remain stable or increase slightly due to energy-saving projects planned for the second half of the year [26][27] Other Important Information - The company achieved three-star recognition from Peru's Minister of Environment for reducing greenhouse gas emissions, reinforcing its commitment to sustainability [7][8] - The company maintains a top-tier position in the Merco ESG Sustainability Ranking, recognized as the industry leader for ten consecutive years [8] Q&A Session Summary Question: Details about the transaction with Holcim and regulatory approvals - Management confirmed that the transaction is pending Indecopi approval and is expected to be approved in the coming months, with no anticipated impediments [19] Question: Acquisition-related expenses and their justification - Management explained that most transaction expenses are related to long-standing change of control issues, with part of the expenses to be assumed by Holcim [20][21] Question: Future project-related disruptions and margin pressures - Management indicated that while each project has unique circumstances, they expect EBITDA margins to remain stable or improve due to upcoming energy-saving projects [26] Question: Guidance on revenue growth and EBITDA margins for 2026 - Management expressed optimism about volume growth and stable EBITDA margins for 2026, citing competitive pricing and operational efficiencies [27]

4Q25 Corporate Presentation MACRO OVERVIEW 1. About us We are a leading Peruvian cement company, with over 67 years of operating history As of Dec-25 LTM, Pacasmayo's cement shipments reached 3.0 million MT Listed on the Lima Stock Exchange (BVL: CPACASC1-PE) since 1995 and on the New York Stock Exchange (NYSE: CPAC) since 2012 Quarterly Highlights S/ 2,116.9 7.0% Compared to LTM Dec 31 2024 SALES VOLUME SALES OF GOODS million EBITDA 3,049.2 MT 7.2% Compared to LTM Dec 31 2024 CEMENT, CONCRETE AND PRECAST S ...

Key Takeaways Vulcan Materials may post revenue growth reflecting benefits from aggregates pricing and volumes.Vulcan Materials faces margin risk as it absorbs cost inflation and tariff uncertainty.Vulcan Materials' public construction backlog supports its demand visibility into 2026.Vulcan Materials Company (VMC) is scheduled to release fourth-quarter 2025 results on Feb. 17, before the opening bell.In the last reported quarter, the company’s adjusted earnings and total revenues topped the Zacks Consensus ...

Q4 and Full-Year 2025 SUPPLEMENTAL INFORMATION* February 11, 2026 * All information provided in these slides is qualified in its entirety by reference to the Company's filings with the Securities and Exchange Commission (SEC), which are available on both the Company's and the SEC's websites. Statement Regarding Safe Harbor for Forward-Looking Statements Investors are cautioned that all statements herein that relate to the future involve risks and uncertainties and are based on assumptions that the Company b ...

Core Viewpoint - Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA) is identified as a promising high-upside materials stock, particularly following its recent bond issuance aimed at supporting its operations in the Argentine construction industry [1]. Group 1: Financial Transactions - On January 20, Loma Negra closed a public placement of $500 million in Class 6 negotiable bonds under its existing non-convertible bond program [1]. - The company placed $60 million in Class 6 bonds with a 6.50% interest rate and 100% of face value, with issuance and settlement set for January 23 [3]. - The bonds have a 36-month bullet maturity and will feature semiannual interest payments, providing medium-term financing stability for the company's operational needs [3]. Group 2: Stock Performance - Following the bond deal, Loma Negra's stock price increased from $11.55 on January 20 to $12.36 on January 27, before experiencing an 8-day decline to $10.78 by February 5 [3]. Group 3: Company Overview - Loma Negra is an Argentine cement manufacturing company that sources raw materials from quarries, produces and sells concrete, and provides railroad transportation services and granular aggregates [4].

Core Insights - Eagle Materials Inc. reported strong financial results for the third quarter of fiscal 2026, with revenue of $556 million, adjusted EBITDA of $190.1 million, and earnings per share (EPS) of $3.22, despite challenges in the residential construction market [1][2]. Financial Performance - Revenue for the third quarter increased by 11% in the Heavy Materials sector to $390.2 million, driven by higher sales volumes of Cement and Aggregates [1]. - Cement sales volume rose by 9% to 1.9 million tons, while organic Aggregates sales volume surged by 34% [1][2]. - Light Materials sector revenue decreased by 16% to $203.5 million, attributed to lower sales volumes and prices of Gypsum Wallboard and Recycled Paperboard [1][2]. Capital Structure and Shareholder Returns - The company issued $750 million in 10-year senior notes at a 5.00% interest rate, enhancing liquidity and extending debt maturity [1]. - Nearly $150 million was returned to shareholders through dividends and share repurchases, with approximately 648,000 shares repurchased [1][2]. Operational Efficiency and Investments - Eagle Materials is investing in modernizing its Cement and Gypsum Wallboard plants to improve operational efficiency and lower costs [1]. - The company reported a net leverage ratio of 1.8x, indicating substantial financial flexibility for future growth [1][2]. Segment Analysis - Heavy Materials segment operating earnings increased by 9% to $92.7 million, reflecting strong demand for Cement and Aggregates [1]. - Light Materials segment operating earnings decreased by 25% to $72.6 million due to lower sales volumes and pricing pressures [1][2]. Market Position - The company maintains a strong market position supported by federal, state, and local spending on public infrastructure projects, which has bolstered demand for its Heavy construction products [1][2].

Company Overview - Vulcan Materials Company (VMC) has a market capitalization of $39.9 billion and is a leading producer and supplier of construction aggregates in the United States, operating through Aggregates, Asphalt, and Concrete segments [1] Earnings Expectations - Analysts anticipate VMC to report Q4 earnings of $2.11 per share on a diluted basis, reflecting a decrease of 2.8% from $2.17 per share in the same quarter last year [2] - For FY2025, VMC is expected to report an EPS of $8.40, which is an increase of 11.6% from $7.53 in fiscal 2024, and a further rise of 15.6% year over year to $9.71 in fiscal 2026 [3] Stock Performance - VMC stock has increased by 12.5% over the past year, which is lower than the S&P 500 Index's gain of 16.3% but matches the Materials Select Sector SPDR Fund's surge of 12.5% during the same period [4] Recent Financial Results - In the third quarter, VMC reported revenues of $2.29 billion, marking a year-over-year increase of 14.4%, with adjusted EBITDA rising by 26.5% to approximately $735 million [5] - Aggregates shipments increased by around 12% to 64.7 million tons, driven by strong demand from public infrastructure projects, alongside improved pricing and reduced unit cash costs [5] - Management reaffirmed full-year guidance, projecting adjusted EBITDA between $2.35 billion and $2.45 billion [5] Analyst Ratings - The consensus opinion on VMC stock is moderately bullish, with a "Moderate Buy" rating overall; out of 22 analysts, 14 recommend a "Strong Buy," one suggests a "Moderate Buy," and seven give a "Hold" rating [6] - The average analyst price target for VMC is $328.01, indicating a potential upside of 8.7% from current levels [6]

Company Overview - Cementos Pacasmayo (NYSE:CPAC) is a leading cement company in Peru, focusing on the production and distribution of cement, concrete, and other construction materials, primarily in the northern region of Peru [1] Market Performance - The current market price of CPAC is $10.48, reflecting a modest increase of 1.95% or $0.20, with a trading range today between $10.23 and $10.69, indicating some volatility [3] - Over the past year, CPAC has experienced a high of $11.30 and a low of $5.10, showcasing its potential for growth [3] - The company's market capitalization is approximately $897.5 million, with a trading volume of 49,293 shares [3] Investment Outlook - Scotiabank has set a price target of $12.80 for CPAC, suggesting a potential increase of approximately 22.14% from its current price [2][5] - Zacks Investment Research identifies CPAC as a potential interest for value investors, supported by its strong performance in the "Value" category of Zacks' Style Scores system [2][4][5]