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Cementos Pacasmayo S.a.a. (CPAC)
NYSE:CPAC
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.16Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong strategic and operational positives — notably a binding acquisition agreement with Holcim at PEN 5.1 billion, record full‑year EBITDA (PEN 594.2m), double‑digit quarterly EBITDA and gross profit growth excluding one‑offs, significant cement sales growth, and continued ESG recognition. Offsetting these positives were meaningful one‑off transaction expenses (~PEN 77–80m) that produced a negative reported quarterly net income, higher full‑year administrative and selling expenses (notably a 50% rise in admin expenses), a notable quarterly volume decline (-8.2%), segment margin pressure from paused/ongoing projects (concrete/mortar down 25.1% q/q with a ~7.8pp margin contraction), and a higher net debt/EBITDA of 2.8x. Management expressed optimism on volumes and margins for the coming year and confidence in regulatory approval of the transaction. Overall, the strategic endorsement and solid underlying operational results outweigh near‑term transactional and project‑timing headwinds.Company Guidance
Strategic acquisition agreement with Holcim
Holcim agreed to acquire Inversiones Aspi (50.01% controlling stake in Cementos Pacasmayo) at an agreed valuation of PEN 5.1 billion, representing ~9x record EBITDA (LTM to July 2025). Transaction pending regulatory approvals and seen by management as a strong endorsement of Pacasmayo's strategy and operations.
Record full‑year EBITDA
Full‑year 2025 all‑time high EBITDA of PEN 594.2 million, an increase of 6.4% year‑over‑year when excluding one‑off transactional expenses.
Quarterly EBITDA and gross profit growth (ex one‑offs)
Quarter EBITDA excluding transaction expenses reached PEN 158.7 million, an 11.4% increase year‑over‑year. Quarterly gross profit increased 11.4% year‑over‑year driven by lower raw material costs, higher consumption of own clinker and operational efficiencies.
Revenue growth
Revenues for the reported quarter increased 6.2% year‑over‑year to PEN 559.5 million; full‑year revenues grew ~7.0% versus 2024.
Cement sales outperformance
Cement sales in the quarter rose strongly (+30.6% year‑over‑year in the period cited) and full‑year cement sales improved 8.7% versus 2024, driven by robust demand from construction, agro, industrial and fishing sectors in the North.
Improved margins and cost efficiencies
Gross margin improved by 0.4 percentage points in the reported quarter and by 1.9 percentage points for the full year versus 2024, attributed to lower raw material costs and reduced imported clinker use; operational and maintenance plans contributed to efficiencies.
Net income growth excluding one‑offs
Consolidated net income would have been PEN 59.8 million for the quarter (a 19.6% increase year‑over‑year) excluding one‑off transactional expenses; full‑year net income excluding one‑offs would have been PEN 231.8 million, up 16.5% versus 2024.
Sustainability and ESG recognition
Achieved 3‑star recognition from Peru's MINAM for consecutive GHG reductions (2022–2024) with Rioja, Pacasmayo and Piura plants recognized; ranked industry leader in Merco ESG for 10th consecutive year and placed 9th in Peru's overall most responsible companies ranking.
CPAC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CPAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $10.89 | $10.64 | -2.30% |
Oct 28, 2025 | $6.70 | $6.72 | +0.30% |
Jul 22, 2025 | $5.63 | $5.77 | +2.49% |
Apr 29, 2025 | $5.13 | $5.17 | +0.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cementos Pacasmayo S.a.a. (CPAC) report earnings?
Cementos Pacasmayo S.a.a. (CPAC) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Cementos Pacasmayo S.a.a. (CPAC) earnings time?
Cementos Pacasmayo S.a.a. (CPAC) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CPAC EPS forecast?
CPAC EPS forecast for the fiscal quarter 2026 (Q1) is 0.11.