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Impactive's investment reflects confidence in WMS's long-term growth and resilience amidst challenges, similar to past activist engagements in established companies that later saw substantial stock appreciation.
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Impactive Capital takes a 2.14% stake in Advanced Drainage Systems (WMS). WMS holds 75% to 95% market share in stormwater solutions. EPS growth projected at mid-teens over three years, with potential 146% upside. Management focuses on shareholder value with increasing dividends and buybacks. WMS's unique resin strategy mitigates cost pressures during construction downturns.
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