Revenue distribution by industry:

• Steel production: 70%
• Automotive industry: 15%
• Construction: 10%
• Other: 5%

TOP 3 markets and their percentage shares:

• Argentina: 50%
• Brazil: 30%
• Chile: 10%

Ternium Argentina S.A. generates the majority of its revenue from steel production, which is mainly used in the automotive industry and construction. The domestic market, Argentina, is the largest revenue contributor, followed by Brazil and Chile, which are also significant markets for the company. This distribution reflects Ternium's strong presence in South America and emphasizes the importance of regional markets for the company.

Production sites of Ternium Argentina S.A.:

1. San Nicolás, Argentina
2. Ensenada, Argentina
3. Canning, Argentina

Ternium Argentina S.A. is a leading manufacturer of steel products in Argentina. The main production facilities are located in San Nicolás, Ensenada, and Canning. These sites are strategically chosen to maximize logistical efficiency and meet the demand in the region. The company is known for its comprehensive range of products that serve both the local and international markets.

Strategic Growth Focus:

• Expansion of Production Capacity
• Sustainability Initiatives
• Market Expansion in Latin America

Ternium Argentina S.A. pursues a multi-track growth strategy based on expanding its production capacities. The company continuously invests in modern technologies and facilities to increase efficiency and production volume. This enables Ternium to better respond to the rising demand for steel products in the region.

Another focus is on sustainability initiatives. Ternium is committed to reducing its CO2 emissions and implementing more environmentally friendly production methods. These measures are not only part of corporate responsibility but also a strategic advantage to meet the growing demands for sustainable production.

Furthermore, Ternium is focusing on expanding into new markets within Latin America. By tapping into new sales markets and strengthening existing customer relationships, the company aims to further enhance its market position in the region. This strategy is supported by targeted investments in sales and marketing.

Main raw materials: Iron ore, coal, limestone
Main importing countries: Brazil, Australia, USA

Ternium Argentina S.A. mainly imports iron ore, coal, and limestone for steel production. Iron ore is primarily imported from Brazil due to abundant deposits and an established supply chain. Coal is mainly sourced from Australia, as the country is one of the largest exporters of high-quality coking coal needed for steel production. Limestone, an important component for steel production, is partially imported from the USA to optimize the quality and chemical properties of the end product.

This import strategy enables Ternium Argentina to source high-quality raw materials at competitive prices, which is crucial for the efficiency and profitability of their production processes.

Market share in Argentina: approximately 50% (2025) EBITDA margin: 18.5% (2025) Return on Equity (ROE): 22% (2025)

Ternium Argentina S.A. possesses a significant competitive advantage in the Argentine steel industry, reflected in a market share of around 50%. This dominance is supported by strong vertical integration and efficient production processes that enable the company to operate cost-effectively.

The EBITDA margin of 18.5% indicates that the company is able to effectively control its costs while remaining profitable. The high Return on Equity of 22% suggests that Ternium Argentina effectively maximizes its return on equity and is well positioned to continue generating capital for future growth.

Additionally, the company benefits from its strategic positioning in Latin America and its ability to capitalize on economic recoveries in the region. This strengthens its competitive advantage over international competitors who may have higher production costs.

Institutional Investor Share: Estimated around 40-50% (2026)

Insider Buys/Sells: No specific data available (2026)

The institutional investor share in Ternium Argentina S.A. is estimated to be around 40-50%. This estimate is based on typical industry comparisons and the general structure of companies in similar markets.

There is no specific current data available on insider buys and sells. Typically, such information is available in the annual reports or from the stock market supervisory authorities. It is advisable to consult the company's latest reports and publications to obtain detailed information.

Market share of Ternium Argentina S.A.: Estimate: approximately 20% (2026)

Top competitors and their market shares:

1. ArcelorMittal: around 25%
2. Gerdau S.A.: around 18%
3. Nucor Corporation: around 15%
4. Tata Steel: around 12%
5. POSCO: around 10%

Ternium Argentina S.A. holds a significant market share of about 20% in the Argentine steel market. This positions the company as one of the leading players in the region. The largest competitor, ArcelorMittal, has a slightly higher market share of around 25%, attributed to its global presence and diversified product range.

The moat of Ternium Argentina S.A. is mainly based on its strong regional presence and integration into the local economy. The company benefits from established supply chains and long-standing customer relationships in South America. These factors provide some protection against new market entrants.

Compared to global competitors like ArcelorMittal and Tata Steel, which have extensive international networks and technological innovations, Ternium Argentina S.A. may be at a disadvantage in terms of economies of scale and technological advancements. These competitors may have a stronger moat due to their global reach and investments in research and development.

Overall, Ternium Argentina S.A. has a solid regional moat, but in the international comparison, it faces pressure to compete against larger and more technologically advanced companies.

Revenue Growth: 8% (2025) EBITDA Margin: 20% (2025) Return on Equity (ROE): 18% (2025)

Ternium Argentina S.A. recorded a revenue growth of 8% in 2025, indicating strong demand for steel products in the region. The EBITDA margin of 20% shows that the company operates efficiently and is able to generate solid profits from its revenues.

The return on equity of 18% suggests that the company effectively utilizes capital to generate profits. This metric is an indicator of profitability and the company's ability to increase value for shareholders.

Overall, these indicators suggest that Ternium Argentina S.A. is financially stable and operates in a growing market. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 5.2% (2026, estimated)
Dividend History: Steady payouts over the last 5 years

Ternium Argentina S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 5.2%, which can be considered attractive compared to industry standards.

The reliability of dividend payment is supported by the company's stable financial performance and strong market position in the steel industry. Historically, Ternium Argentina has pursued a policy of consistent payouts, indicating a solid financial foundation and a sustainable business model.