Polaris Inc. · NYSE:PII
Polaris — Raymond James 43rd Annual Institutional Investors Conference (March 2022)
9 slides from Polaris's conference presentation, Mar 9, 2022
Slide 1: Raymond James 43rd Annual Institutional Investors Conference
Mike Speetzen Chief Executive Officer Bob Mack Chief Financial Officer Raymond James 43rd Annual Institutional Investors Conference Orlando, Florida - March 9, 2022
Slide 2: Polaris At-a-Glance
Polaris At-a-Glance 2021 Sales by Segment Polaris Founded $8.2B On-Road Employees Worldwide +17% Off-Road 12% YOY Growth 67% 11% Aftermarket Powersports Market Share Leader 9% Marine 1% Other Global Manufacturing Locations 2021 Sales by Geography Powersports Dealers Worldwide United Units Shipped Wo
Slide 3: Competitive Moat
Competitive Moat 2021 Powersports Unit Retail Off-Road #1 +80% Off-Road Share Vs. #2 player On-Road #2 +130% Bikes > 900cc Vs. #3 player Marine #1 +70% ~2x Pontoon & Deck Boats Vs. #2 player closest competitor Innovation Engine Product Breadth Scale Brand Presence Advantages Manufacturing & Sourcing
Slide 4: 2022-2026 Targets
PuslLARiS Think Outside GLOBAL LEADER IN POWERSPORTS Powering passion and pioneering new possibilities for all those who play, work and THINK OUTSIDE Best Customer Experience © Rider-Driven Innovation ce Best Team, Best Culture 4+ Inspirational Brands Agile & Efficient Operations #4 Geared For Good
Slide 5: Geared For Good
Geared For Good Implemented SASB Disclosures Multi-year NFF Commitment Improved MSCI Ranking Next Step in Our Reporting Journey Focus on Trail Preservation First Score Shift Since Geared For Good Reimagined Safety Stellar Employee Safety Continued Recognition Marketing Standards & Content Focus Safe
Slide 6: Q&A
Q&A 6
Slide 7: Appendix
Appendix • Safe Harbor & Non-GAAP Measures • 2022 Guidance Adjustments R.James Conf. 3-9-22 7
Slide 8: Safe Harbor & Non-GAAP Measures
Safe Harbor & Non-GAAP Measures Except for historical information contained herein, the matters set forth in this presentation and discussed in the corresponding investor presentation are forward-looking statements that involve certain risks and uncertainties that could cause actual results to diffe
Slide 9: 2022 Guidance Adjustments
2022 Guidance Adjustments 2022 guidance excludes the pre-tax effect of supply chain transformation, restructuring and network realignment costs of approximately $5 million, and approximately $5 to $10 million for class action litigation-related expenses. Intangible amortization of approximately $30
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