Polestar Automotive Holding UK PLC (FRA:A4N3)

Q3 2025 Polestar Automotive Holding UK PLC Earnings Call Transcript

Nov 12, 2025 / 01:00 PM GMT

Release Date Price: €6 (+1.52%)

Transcript

Key Points

Positve

Polestar Automotive Holding UK PLC (PSNY) achieved a 36% increase in retail sales volume in the first nine months of 2025, reaching over 44,000 cars.
Revenue grew by 49% to approximately $2.2 billion in the first nine months of 2025, driven by higher sales volume and a growing share of higher-priced models.
The company expanded its retail footprint significantly, with a 54% increase in sales points outside China, reaching 192 locations.
Polestar 4's launch in North America has been well-received, with positive media reviews for its performance, design, and technology.
The company has successfully reduced its headcount by 20% to optimize operations and improve efficiency.

Negative

Polestar Automotive Holding UK PLC (PSNY) faces significant external headwinds, including tariff and pricing pressures, impacting profitability.
The US market remains challenging, with a decrease in retail sales representation from 16% in 2024 to 8% in 2025.
The adjusted gross margin remains negative at -1.8%, despite a slight improvement.
The company incurred a net loss of $1.6 billion in the first nine months of 2025, primarily due to impairment expenses.
Cash burn remains a concern, with a monthly cash burn of approximately $136 million, expected to increase due to legacy CapEx spending.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PSNY.OQ - Polestar Automotive Holding Uk Plc
Q3 2025 Polestar Automotive Holding UK PLC Earnings Call
Nov 12, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone, I'm Anna Gavrilova, head of investor relations at Pollstar.

Thank you for joining this call covering Pollstar's select results for the 3rd quarter and first nine months of 2025. I'm joined by Michael Lochscheller, Pollstar CEO, and Jean Francois Madi, Pollstar CFO, who will comment on the performance, and then we will open the floor to analysts' questions.

Before we start, I would like to remind participants that many of our comments today will be considered forward-looking statements under the US Federal securities laws and are subject to numerous risks and uncertainties that may cause pollsters' actual results to differ materially from what has been communicated. These

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