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    Dennis Ganell • Ryderabad Capital

    Dennis Ganell is a Vice President and Equity Analyst at Ryderabad Capital, specializing in U.S. consumer retail and e-commerce companies with a focus on firms such as Walmart, Target, Amazon, and Best Buy. Known for a sharp, data-driven approach, he has achieved a recommendation success rate of just over 69% and a 12.4% average annualized return on covered stocks, as tracked by third-party platforms. Ganell began his investment career at Baird in 2013, later serving in analyst roles at RBC Capital Markets and Piper Sandler before joining Ryderabad Capital in 2021. He holds a CFA charter, Series 7 and 63 FINRA registrations, and was recognized among the Top 100 Wall Street Analysts by TipRanks in 2023.

    Dennis Ganell's questions to Strattec Security Corp (STRT) leadership

    Dennis Ganell's questions to Strattec Security Corp (STRT) leadership • Q4 2025

    Question

    Dennis Ganell asked for clarity on the drivers to achieve the company's long-term low-teens EBITDA margin target, questioning if it relies solely on volume growth or also on new programs. He also sought to define 'normalized' free cash flow levels going forward and inquired about the potential for further recovery of historical VAT balances from Mexico.

    Answer

    CFO Matthew Pauli detailed that reaching the target EBITDA margin depends on three drivers: continued strategic pricing, volume from new model launches, and operational improvements in costs and supply chain. President and CEO Jennifer Slater added that new leaders in operations and supply chain are focused on these areas. Pauli clarified that 'normalized' cash from operations would be roughly half of the record $71 million from FY25, as the other half came from one-time working capital and pre-production balance recoveries. He also confirmed that further VAT recovery remains an ongoing opportunity.

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