UNACEM Corp S.A.A. (UNACEMC1) Earnings Call Transcripts

UNACEM Corp S.A.A.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, UNACEM Corp S.A.A. reported consolidated revenues of PEN 2.1 billion, a 7.1% increase year-over-year, despite a challenging environment marked by a significant decline in EBITDA, which fell 17.9% to PEN 320 million. Management attributed this decline primarily to a one-time incident involving the TGP gas pipeline that disrupted operations. Looking ahead, management remains optimistic about market trends and has maintained its guidance for future performance, signaling potential recovery in the coming quarters.

Reported metrics

Guidance from management

Management maintained its optimistic outlook for the upcoming quarters, indicating that performance should improve as operational disruptions are mitigated. They expect to see a recovery in EBITDA margins and overall performance moving forward.

What management said

Thank you. We have our first question from Mariana Gone from Credicorp Capital. I'll read the question. EBITDA was down across all segments this quarter. Excluding one-offs, should we expect some pressure going forward? And how should we think about the margin recovery in the U.S. segment? I'm going to pass it over to Alvaro will answer that. Mariani?

Thank you, Alvaro. The next question comes from [ Julio Cezar Placio ] from an [indiscernible]. I'll try to translate out to my best. He wants to know if we have -- if we want to incorporate a market maker for our share, considering that we have some space to improve liquidity and valuation multiples.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of margins in light of rising costs and the impact of the TGP pipeline incident. There were also questions about the potential for further operational disruptions and how management plans to address these challenges.

Main topics on the call

• Revenue Growth — Consolidated revenues reached PEN 2.1 billion, reflecting a 7.1% increase year-over-year. Management noted, 'the trend in most of our markets remains solid,' indicating positive momentum in cement and precast units.
• EBITDA Decline — EBITDA for the quarter was PEN 320 million, a 17.9% decline from the previous year. Management highlighted that 'there is a main onetime effect' from the TGP pipeline incident, which negatively impacted results.
• Market Performance — UNACEM's operations in Peru, Ecuador, and Chile showed strong volume growth, with cement dispatches in Peru up 10.9% year-over-year. Management stated, 'we remain optimistic in the perspectives of our Latin American mark...
• Cost Pressures — Cost of goods sold increased by 15.7%, outpacing revenue growth, primarily due to the TGP pipeline incident. This led to higher operational costs as noted by management, 'greater exposure to the spot market to meet contr...

Read the full UNACEM Corp S.A.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 UNACEM Corp S.A.A. earnings call transcripts on record, spanning March 9, 2020 to May 19, 2026. Based on this history, UNACEM Corp S.A.A. reports quarterly. The most recent call on file is dated May 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

UNACEMC1

Exchange

BVL

Country

PE

Sector

Materials

Industry

Construction Materials

Calls on record

21

First call

March 9, 2020

Most recent

May 19, 2026

Reporting cadence

quarterly