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Brookfield Business Partners (BBU) investor relations material
Brookfield Business Partners Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary25 Sep, 2025
Strategic direction and business transformation
Announced conversion into a single publicly traded corporation, consolidating all units and shares on NYSE and TSX, expected to complete in Q1 2026, with no impact on management fees or incentives.
Recent secondary transactions and a corporate structure simplification are expected to boost trading liquidity by over 50% and double passive index ownership.
Focus remains on operational improvement, margin expansion, and value creation, driving consistent NAV growth and narrowing the discount to NAV.
Targeting 15%+ long-term annual growth by executing on value compounding strategies.
Emphasis on investing in industrials and financial infrastructure, leveraging operational expertise to quadruple EBITDA in acquired businesses.
Financial performance and capital allocation
Achieved record EBITDA of $2.7 billion, a 16% CAGR over five years, and doubled EBITDA margins from 12% to 24%.
Achieved a 26% gross IRR and 20% net IRR over a 25+ year track record, with over 50% of historical value creation from operational improvement.
Delivered $2.1B in realized proceeds over the last 12 months, exceeding the $2B target set for 24 months.
Invested $525 million in new businesses, returned $160 million to owners via buybacks, and paid down $1.4 billion in debt, resulting in record liquidity of $2.9 billion.
Operating company debt is $12.8 billion, mostly public and rated B to BB, with no significant near-term maturities and no permanent corporate borrowings.
Value creation and portfolio highlights
NAV has doubled from $28 in 2020 to $54 in 2025, with Clarios contributing about 30% of current NAV.
Monetized 25 investments since going public, generating $8 billion in proceeds, in line with NAV and above targeted returns.
Portfolio includes 20+ exceptional businesses, such as Scientific Games and CDK, supporting the $54 per unit liquidation value.
Value creation is driven by operational improvements, capital recycling, and leveraging AI and digitalization across the portfolio.
Focus remains on compounding value and executing the strategy to further increase NAV and shareholder returns.
Clarios AI project: What was the CapEx saving?
What makes a financial infrastructure target attractive?
Quantify benefits of corporate structure simplification
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Next Brookfield Business Partners earnings date
Q3 20256 Nov, 2025
Next Brookfield Business Partners earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Brookfield Business Partners L.P. is a private equity firm and global asset manager specializing in the acquisition of businesses valued at $500 million to $15 billion. We provide our portfolio companies with strategic and operational advice, and take an active role in improving growth and profitability.Brookfield Business Partners has 31 offices in 17 countries throughout North America, Europe, Asia Pacific and India, resulting in a truly global platform to serve its investors, business partners, employees and clients. Brookfield Business Partners L.P. operates as a subsidiary of Brookfield Asset Management Inc.
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