Q3 2025 Hyundai Motor Co Earnings Call Transcript

Oct 30, 2025 / 05:10 AM GMT
Release Date Price: $89

Key Points

Positve
  • Hyundai Motor Co (XKRX:005380) achieved record high third-quarter revenue, driven by strong sales performance despite concerns over tariff impacts.
  • The company reached a record high quarterly market share of 6.3% in the US, with strong sales of volume models and hybrids.
  • Global wholesale and retail sales both increased, with a notable 4.8% year-over-year growth in retail sales.
  • Sales of eco-friendly vehicles, including EVs and hybrids, rose significantly, with a 90.3% year-over-year surge in EV retail sales.
  • The finance division saw a 10.7% increase in revenue, with operating profit rising by 32.4% due to growth in the US market penetration rate and asset size.
Negative
  • Operating income decreased by 29.2% year over year, impacted by tariffs in the US market and increased incentives.
  • The cost of goods sold ratio increased, and SG&A expenses rose by 16.9% due to higher marketing-related expenses.
  • Net income decreased by 20.5% year over year, reflecting challenges in maintaining profitability.
  • The automotive division's operating profit decreased by 48.7% year over year, despite revenue growth.
  • Hyundai Motor Co (XKRX:005380) faces intensified competition in key markets, impacting profitability and requiring strategic adjustments.


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E D I T E D V E R S I O N

005380.KS - Hyundai Motor Co
Q3 2025 Hyundai Motor Co Earnings Call
Oct 30, 2025 / 05:10AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, this is Michael Yun, head of IR Group. Welcome everyone to Hyundai Motor Company's 2025 Q3 Business Results conference call.

On behalf of Hyundai Motor Company, I appreciate your time for participating in today's call. Please refer to the presentation HMC 2025 Q3 business results on our IR website. This presentation includes quarterly key messages, sales performance, and profit analysis, and for quarterly summarized cash flow statement and detailed regional sales breakdowns, please refer to the appendix.

First, Q3 key messages.

Despite concerns over tariff impact and the resulting slowdown in demand, strong sales performance led to the highest 3rd quarter revenue on record.

Particularly in the
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