Polaris Inc (MEX:PII)
MXN 1575 0 (0%) Market Cap: 64.32 Bil Enterprise Value: 105.21 Bil PE Ratio: 15.85 PB Ratio: 2.36 GF Score: 71/100

Polaris Inc at Raymond James Institutional Investors Conference Transcript

Mar 09, 2022 / 01:05PM GMT
Release Date Price: MXN2326.69
Joseph Nicholas Altobello
Raymond James & Associates, Inc., Research Division - MD & Senior Analyst

All right. Good morning, everyone. Thank you for joining us for day 3 of the conference and our next presentation from Polaris. The company is the leader in the North American powersports industry, competing in a number of segments, including off-road vehicles, snowmobiles, motorcycles and boats as well as aftermarket, parts and accessories.

The past few years have clearly been challenging for Polaris as it had confronted not only heightened tariff headwinds, but also higher raw materials costs and logistics costs as well as supply chain constraints that have impacted production and led to extremely lean dealer inventories.

The good news, however, is that demand for powersports broadly and Polaris products, in particular, remains very healthy. The company's innovation pipeline continues to be very robust.

Here to update us is the CEO, Mike Speetzen; and CFO, Bob Mack. Also in attendance is the soon-to-be-retired Director of Investor Relations, Mr. Richard Edwards; and

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