Savaria (SIS) Investor Day 2026 summary

Strategic vision and growth ambition

• Aims to become a global leader in accessibility and mobility solutions, targeting $1.6B revenue and 20%+ adjusted EBITDA margin by 2030, up from $914M revenue and 20.4% margin in 2025.

• Plans to achieve a 12% CAGR in revenue from 2025 to 2030, driven by organic growth and accretive M&A.

• Focuses on scalable, profitable growth in fragmented, fast-growing markets with strong demographic tailwinds.

• Strategic priorities include commercial initiatives, product innovation, and expanding business systems.

• Maintains a disciplined approach to capital allocation and reinvestment in innovation and market expansion.

Operational achievements and transformation

• Increased adjusted EBITDA margin from 15.2% in 2022 to 20.4% in 2025 through operational excellence and supply chain optimization.

• Executed over 400 initiatives, completed three acquisitions, and divested non-core assets over the past three years.

• Built a professionalized global organization with integrated manufacturing and continuous improvement culture.

• Invested in expanding production capacity, notably in the Greenville factory, to support localized manufacturing and shorter lead times.

• Established a robust pipeline of operational and commercial initiatives to sustain margin improvements.

Market positioning and commercial strategy

• Holds leading positions in North America and Europe across accessibility and patient care segments, with significant whitespace for growth.

• Commercial strategies include doubling down on stairlifts, expanding home elevator offerings, and growing direct store presence.

• Plans to cross-sell products, introduce new offerings in Europe, and deepen penetration in patient care markets.

• Leverages demographic trends, such as aging populations and demand for aging-in-place solutions, to drive market expansion.

• Maintains a strong value proposition as a one-stop shop with trusted partnerships and agile global operations.