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Holley (HLLY) investor relations material
Holley Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business overview and market positioning
Focuses on automotive enthusiasts, serving a passionate customer base of around 70 million, with a 120-year history and a portfolio of 70 brands.
Organized into four verticals: domestic muscle, trucking/off-road, Euro/import, and safety/racing, each with significant addressable markets.
Domestic muscle remains a core segment, but growth is also driven by trucking/off-road and Euro/import, with safety/racing offering global reach.
Not a replacement parts company; mission centers on performance, safety, and fun for enthusiasts.
Transformation over the last two years has led to back-to-back growth quarters, outperforming a flat or declining market.
Operational transformation and growth strategy
Professionalized operations by implementing processes, division structure, and growth engine focused on D2C and B2B channels.
Investments in growth funded by cost reductions and operational efficiencies, maintaining margins and EBITDA even in a down market.
Enhanced product development with stage gate processes and category leadership.
Growth in all segments, with trucking/off-road and Euro/import showing strong potential; domestic muscle has a long runway due to shifting consumer preferences.
EV penetration is minimal in core segments, and product stickiness remains high, especially for legacy products like carburetors.
Financial performance and capital management
Targeting net leverage below 3x, expecting to reach 3.25x by end of next year and below 3x the following year through free cash flow and operational efficiency.
Strong cash generation due to high gross margins and a capital-light business model, with CapEx at roughly 2% of sales.
M&A remains a focus, with a robust pipeline of smaller deals; larger transactions would be carefully evaluated to avoid jeopardizing leverage targets.
Capital raise could be considered if share price rises significantly, but not at current levels.
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