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    Massimiliano Pilato

    Managing Director and Senior Equity Research Analyst at Stifel

    Massimiliano Pilato is a Managing Director and Senior Equity Research Analyst at Stifel, specializing in the coverage of European building materials, construction, and infrastructure sectors. He has analyzed and provided investment insights on companies such as CRH plc, Heidelberg Materials, and Holcim, delivering valuable stock recommendations with a documented success rate above 60% and positive average returns according to independent analyst ranking platforms. Pilato began his career as an associate at UBS in 2009, subsequently joining Barclays as an equity research analyst before moving to Stifel in 2015, where he has since led sector research and established a reputation for in-depth industry knowledge. He is registered with FINRA, holding applicable Series 7 and Series 63 securities licenses, and has been recognized by institutional clients for his thorough analysis and consistent outperformance.

    Massimiliano Pilato's questions to Mativ Holdings (MATV) leadership

    Massimiliano Pilato's questions to Mativ Holdings (MATV) leadership • Q1 2025

    Question

    Massimiliano Pilato from Stifel asked about potential changes in domestic demand in the FAM segment due to China tariffs, the price-cost outlook for Q2 and the full year, and what actions could offset weakness in the FAM segment's core automotive and construction markets.

    Answer

    CEO Shruti Singhal noted that Mativ's direct exposure to China tariffs is minimal and the company is focused on gaining share as a local supplier. CFO Greg Weitzel projected a favorable price-versus-input-cost dynamic for Q2 and the full year. Shruti Singhal addressed the FAM segment weakness by highlighting growth in optical and medical films and the plan to apply the successful SAS commercial pipeline discipline to the automotive and construction markets under new leadership.

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