Ferrum reports ARS 26.06 billion loss: what it means for Ferrum stock

Published on 10/02/2026 at 03:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ferrum stock faces a 25.50-point gross-margin drop in fiscal 2025/26. Revenue reached ARS 129.09 billion after ARS 137.82 billion.

Ferrum, ARP395611576, Illustration mit AI erstellt.

Ferrum SA de Ceramica y Metalurgia (ARP395611576) reported a net loss of ARS 26.06 billion for the fiscal year ended June 30, 2026, compared with ARS 1.66 billion a year earlier. The result gives Ferrum stock a clear operational test as imported sanitary products intensify pricing pressure.

Loss widens as margins contract

According to iProfesional on September 10, 2026, Ferrum's sales revenue reached ARS 129.09 billion in fiscal 2025/26, down from ARS 137.82 billion in the prior fiscal year. The source reported a 6.30 percent real decline as lower selling prices limited the company's ability to absorb higher costs.

The gross margin fell to 11.70 percent from 37.20 percent, a 25.50-point contraction. iProfesional reported that the consolidated operating result moved from a gain of ARS 810.70 million to a loss of ARS 27.15 billion during the same fiscal year.

Import competition meets weak pricing power

The pressure came while Ferrum continued selling sanitary ceramics, sinks, bathtubs, furniture, mirrors and related bathroom and kitchen products. iProfesional said the company linked the deterioration to imported faucets, tiles, sanitary products and furniture, alongside consumers' higher price sensitivity.

Ferrum sold nearly 1.50 million sanitary products and accessories in fiscal 2025/26, compared with 1.38 million in the preceding fiscal year, according to Ambito on September 11, 2026. The contrast between higher unit volume and lower real revenue points to weaker pricing power rather than a simple demand collapse.

What the loss means for Ferrum stock

Ferrum's recovery plan centers on restoring profitability, improving productivity, rationalizing costs and making selective investments. The financial burden also increased, with net financial costs reaching ARS 7.64 billion in fiscal 2025/26, versus ARS 3.13 billion in the prior period, according to iProfesional.

Ferrum's market capitalization was ARS 895.7 billion and its 52-week range was ARS 15.00 to ARS 43.20 as of September 17, 2026. The stock's valuation will remain tied to whether higher volumes can translate into stronger margins while import competition limits price increases.