Full Year 2025 Renault SA Earnings Call Transcript
Key Points
- Renault SA (RNLSY) achieved a 6.3% operating margin in 2025, delivering EUR3.6 billion in operating profit.
- The company recorded a third consecutive year of growth with 2.3 million units sold, marking a 3.2% increase in registrations.
- Renault SA (RNLSY) reported a strong automotive net cash position of EUR7.4 billion at the end of 2025.
- The Renault brand saw a 72% sales growth in EVs in Europe, contributing to a 14% full EV mix for the group.
- Mobilize Financial Services posted a record operating profit of EUR1.47 billion, highlighting robust financial performance.
- The devaluation of the Turkish lira and Argentinian peso negatively impacted automotive revenue by 1.6 points.
- The company faced strong commercial pressure in Europe, resulting in a slightly negative price effect of 0.2 points.
- Higher warranty expenses due to a recall campaign on powertrain affected overall costs.
- The deconsolidation of Horse Powertrain revenues resulted in a negative impact of EUR279 million on the operating margin.
- Renault SA (RNLSY) anticipates a decrease in operating margin to circa 5.5% in 2026 due to expansion in emerging markets and increased sales to partners.
Hello, everyone. Welcome to Renault Group's 2025 financial results conference call. I remind you that this call is recorded and will be made available in replay on our website after the call.
During today's call, we will outline the 2025 strong performance from our group, and we'll discuss the 2026 and medium-term outlook. This presentation will be made by Francois Provost, CEO of Renault Group; and Duncan Minto, CFO of Renault Group.
Francois, the floor is yours.
Ā§ -
Thank you, Florent. Hello, everyone. Thank you for joining the call. It's a pleasure to be here with you for this important moment, not only to present, as mentioned by Florent, our 2025 full-year results, but also to share our '26 outlook and medium-term financial ambitions.
But first, I would like to start with our strong momentum since July 2025. One month after my nomination, I could release our new leadership team. And with this team, we
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