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Why Invest in ADS

Why Invest in ADS

Why Invest in ADS

Advanced Drainage Systems - A Unique, pure-play water company

As an industry leader, we are committed to protecting and managing water, the world’s most precious resource, by providing sustainable water management solutions that safeguard our environment and build resilient communities.

Capturing an Opportunity in Water Management

Water, the world’s most precious resource, requires increasing levels of management. Two immediate tailwinds bolster our story.

Supporting Resilient Communities

As storms increase in frequency and intensity, our stormwater solutions play a key role in protecting quality of life in communities nationwide.

Reduce Flooding

Addressing the growing impact of climate-related weather events

Recharge Aquifers

Building community resiliency in the face of changing weather patterns

Improve Food Security

Leveraging water management solutions to improve crop yields

Mitigate Water Scarcity

Innovating solutions to ensure effective conveyance of the world's most precious resource – water

A Changing Climate

From increasing storm intensity to water scarcity, the need for better water management solutions continues to increase.

>20% Increase

in annual billion-dollar storm events since 1980

A Need For Updated Infrastructure

As the industry leader in stormwater management, our innovative solutions address the urgent needs of aging infrastructure and evolving climate challenges. With a focus on converting traditional systems to more sustainable and cost-efficient alternatives, we are driving a shift towards resilient solutions that help modernize infrastructure to better handle water-related stressors.

Companies with effective and scalable solutions to water management problems stand to gain from the need for advanced water management. Evolution of water management systems is critical as climate change and aging infrastructure strain existing resources and updated regulations drive demand towards more resilient and sustainable solutions.

Wastewater-%346 Billion. Stormwater-$115 Billion. Nonpoint Source Control-$94 Billion. Decentralized-%75 Billion

Company Performance

Growth

Conversion + Water

Plastics Market Share

>40%

Solutions Strategy

10-year Revenue CAGR

10%

Return on Investment

Lifetime TSR CAGR

21%+

Profitability

We have successfully grown our margin profile by prioritizing a high-value product mix, expanding into higher-margin segments by replacing conventional solutions, and leveraging our leadership in the water management and recycling markets.

FY 2024 Adjusted EBITDA Margin

32.1%

Consecutive years of record profitability

9

Adjusted Gross Margin of Infiltrator and Allied Products

50%

Leadership through Operational Excellence

Undisputed Industry Leadership

  • Preeminent, nation-wide leader in stormwater and decentralized wastewater management
  • Unmatched manufacturing capabilities and distribution relationships

Sustainable at our Core

  • 2nd largest plastic recycler in North America
  • >50% smaller carbon footprint than traditional materials

Engineered for Long-Term Growth

  • Growth programs focused on key states where majority of construction occurs
  • investing in capacity expansion, automation, customer service and innovation

Leveraging Strong Balance Sheet and Cash Flows

~1.0x

Leverage Ratio

>$1 Billion

Available in Liquidity

54%

Adjusted EBITDA conversion to Free Cash Flow

Latest Release

Celebrating 10 Years on NYSE

External Recognition