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    Collin Merano

    Vice President and Equity Research Analyst at Deutsche Bank

    Collin Verron is a Vice President and Equity Research Analyst at Deutsche Bank specializing in the Consumer Cyclical and Industrials sectors, with focused coverage of companies such as Builders FirstSource (BLDR) and PulteGroup (PHM). He has issued 37 ratings on 5 stocks, maintaining a stock price target met ratio of 93.33%, a documented success rate of 57.14%, and an average return of 4.94%, with top recommendations delivering up to 18.96% profit in under 40 days. Verron started his analyst career at Jefferies before joining Deutsche Bank, where he is recognized for his actionable research and high-performing recommendations. He holds standard securities licenses required for equity analysts, evidencing his credentials in financial analysis and investment research.

    Collin Merano's questions to ADVANCED DRAINAGE SYSTEMS (WMS) leadership

    Collin Merano's questions to ADVANCED DRAINAGE SYSTEMS (WMS) leadership • Q4 2025

    Question

    Collin Merano asked for more detail on manufacturing and transportation cost trends for fiscal 2026 and inquired about the free cash flow outlook given the planned step-up in capital expenditures.

    Answer

    CEO Scott Barbour explained that transportation costs will benefit from logistics planning and a refreshed, more efficient fleet. The unfavorable manufacturing cost in Q1 is a timing issue due to the under-absorption from lower production in the prior quarter hitting the P&L, a situation that should reverse later in the year. An executive stated the company targets free cash flow conversion of over 40% of adjusted EBITDA and cash flow from operations over 65%, even with higher CapEx, which is prioritized for high-return areas like Infiltrator and Allied products.

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