Massimiliano Pilato's questions to Mativ Holdings Inc (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.