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BRP (DOO) investor relations material

BRP Analyst and Investor Day 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Analyst and Investor Day 2025 summary9 Oct, 2025

Strategic Direction and Business Focus

  • Launched the M28 plan, focusing on core Powersports by exiting Marine, reducing electrification investments, and pausing urban mobility to concentrate on higher-return opportunities.

  • Targeting leadership in off-road vehicles (ORV), aiming for 30%+ market share in side-by-sides and 25%+ in ATVs by fiscal 2028.

  • International growth prioritized, with a goal to reach $2.5 billion in international revenue and expand presence in Asia, Latin America, and EMEA.

  • Emphasizing dealer and customer experience, aiming to become the OEM of choice for dealers and improve customer NPS by 20%+.

  • Added agility to strategic pillars, reinforcing rapid adaptation in a volatile environment.

Financial Guidance and Targets

  • Fiscal 2028 targets: ~$9.5 billion in revenue and ~$8 normalized EPS, representing a 7% CAGR in revenue and 33% CAGR in EPS from the current base.

  • Positioned to exceed $10 billion in revenue and $10.00 EPS in a mid-cycle industry recovery.

  • EBITDA margin expected to reach 17% mid-cycle, with potential to return to 21% as seen during COVID, driven by lean initiatives and higher ORV mix.

  • CapEx expected to remain stable at around $410 million annually, focused on innovation and product development.

  • No major changes in capital deployment; free cash flow may be used for M&A or buybacks, but plan assumes constant share count.

Operational Improvements and Efficiency

  • Targeting $350 million in lean value by fiscal 2028, with $150 million already achieved in fiscal 2026.

  • Accelerating time to market by 20%+ through modular product design, standardized components, and streamlined development.

  • Manufacturing initiatives include continuous improvement culture, digital and AI-driven optimization, and employee-driven cost reduction ideas.

  • AI applications in manufacturing have reduced scrap and are expected to deliver over $100 million in savings.

  • Sustained high employee engagement and continuous improvement, with over 80,000 ideas generated annually.

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Frequently asked questions

BRP Inc. designs, develops, manufactures, distributes, and markets powersports vehicles and marine products primarily in the United States, Canada, Europe, the Asia Pacific, and Mexico. It offers a range of products that include all-terrain vehicles (ATVs) and side-by-side vehicles for recreational and utility use; motorcycles; roadsters; snowmobiles; personal watercraft (PWCs); boating accessories. It operates through the following segments: Powersports Vehicles and Marine Products, Parts and Clothing (PAC), Direct Distribution Channel (DDC), Aftermarket Parts & Accessories (APA); and Financing.

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