Daily Brief Indonesia: Blue Bird and more

• Leadership in Alternative-Powered School Buses: Blue Bird is a market leader in the transition to low- and zero-emission school buses, particularly in electric (EV) and propane models. This positions the company to capitalize on significant government funding and regulatory tailwinds aimed at electrifying the nation’s school bus fleet.
• Strong Financial Momentum and Improved Profitability: The company has demonstrated robust financial performance, with significant year-over-year growth in revenue and a substantial improvement in profitability. This is driven by a favorable mix of higher-margin alternative-powered buses, disciplined pricing, and operational efficiencies.
• Favorable Industry Dynamics Underpinned by Government Support: The North American school bus market is supported by strong secular trends, including an aging fleet requiring replacement and unprecedented federal funding, such as the EPA’s $5 billion Clean School Bus Program, which significantly lowers the acquisition cost of EV buses for school districts.

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