Full Year 2025 Aston Martin Lagonda Global Holdings PLC Earnings Call Transcript
Key Points
- Aston Martin Lagonda Global Holdings PLC (AMGDF) commenced deliveries of the Valhalla, their first mid-engine plug-in hybrid supercar, marking a significant milestone.
- The company expanded its core lineup with high-performance derivatives like the Vantage S and DBX S, which received accolades such as Super SUV of the Year by Top Gear Magazine.
- Aston Martin Lagonda Global Holdings PLC (AMGDF) achieved a year-end total liquidity of GBP250 million, bolstered by strategic investments and improved cash collections.
- The average selling price for core models increased by more than 5% to GBP185,000, with a strong order book extending up to five months.
- The company is focusing on a disciplined approach to balancing production with demand, aiming for a smoother delivery cadence and improved financial performance in 2026.
- Aston Martin Lagonda Global Holdings PLC (AMGDF) faced a challenging trading environment due to geopolitical uncertainties and macroeconomic pressures, including tariffs in the US and China.
- Wholesale volumes decreased by 10% in 2025, reflecting the impact of fewer specials deliveries and operational challenges.
- Revenue declined by 21% to GBP1.26 billion, largely due to core volume decline and fewer specials deliveries compared to the previous year.
- Adjusted EBIT decreased to a negative GBP189 million, impacted by lower specials volumes, increased warranty costs, and US and China tariffs.
- The company is navigating supply chain issues and an unpredictable policy landscape, which have affected volumes, efficiency, and margins.
Good morning or good afternoon, and welcome to the Aston Martin Lagonda 2025 full year results call. My name is Adam, and I'll be your operator today. (Operator Instructions) I will now hand over to Adrian Hallmark to begin. So please go ahead when you're ready.
Good morning, everyone, and thank you for joining us today for Aston Martin's 2025 full year results. It's a pleasure to be here alongside Doug Lafferty, CFO. And before Doug takes you through the financial performance in detail, I'm going to provide a summary of our key achievements and areas of strategic focus during 2025, followed by a review of the work we have done on the future product lineup.
As we've outlined throughout the year, we have navigated a highly challenging trading environment, an unprecedented backdrop of geopolitical uncertainties and macroeconomic pressures, including heightened tariffs in the US and China weighed on our performance and ability to execute our plans
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