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    Álvaro Lenze

    Research Analyst at Alantra Equities

    Álvaro Lenze is an Equity Research Analyst at Alantra Equities Sociedad de Valores, specializing in coverage of Spanish mid-cap companies, particularly in sectors such as IT services and life sciences. He has provided research and analysis on firms including Izertis and Grifols, with his coverage demonstrating a success rate of 66.7% on TipRanks and a modest performance rating of 1.14 stars, reflecting analytical rigor and company-specific insights. Lenze's career began at BBVA and Bankinter Securities as an equity research analyst before he joined Alantra Equities, with a career timeline extending across several leading Spanish brokerages. While specific securities licenses or FINRA registrations are not publicly listed, his research output and regular participation in earnings calls highlight his active influence in the Spanish equities research ecosystem.

    Álvaro Lenze's questions to Ferrovial (FER) leadership

    Álvaro Lenze's questions to Ferrovial (FER) leadership • Q2 2025

    Question

    Álvaro Lenze of Alantra Equities requested a follow-up on the specific drivers that led to the downward revision of the Schedule 22 provision for the 407 ETR in Q2.

    Answer

    CEO Ignacio Madridejos clarified that the revision was a complex estimate based on new data. The primary driver was better-than-expected traffic performance during critical peak hours, largely because promotional offers effectively attracted more users to specific highway segments at specific times, reducing the expected payments.

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    Álvaro Lenze's questions to Grifols (GRFS) leadership

    Álvaro Lenze's questions to Grifols (GRFS) leadership • Q2 2025

    Question

    Álvaro Lenze from Alantra Equities asked about margin sustainability in H2 given tougher comparisons and albumin pricing pressure, the go-forward dividend policy and rationale for the interim amount, and the initial sales expectations for the upcoming Fibrinogen launch.

    Answer

    CFO Rahul Srinivasan reiterated that the full-year margin outlook is relatively flat year-over-year due to absorbing the IRA impact and confirmed the dividend policy remains a ~40% payout ratio, with the current payment being an interim dividend. President of BioPharma Roland Wandeler stated that more details on Fibrinogen would come closer to launch, highlighting the significant US market potential of over $800 million.

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