Preliminary Q2 2025 Stellantis NV Earnings Call Transcript
Key Points
- Stellantis NV (STLA) reported net revenues of approximately EUR74.3 billion for the first half of 2025, indicating strong sales performance.
- The company launched several new products, including five new B and C segment entries in Europe, which are expected to drive future growth.
- Stellantis NV (STLA) saw sequential improvement from the second half of 2024, with increased volumes and revenues, improved AOI margin, and reduced cash flow outflows.
- The Middle East and Latin America regions showed strong performance, contributing positively to the company's AOI.
- Stellantis NV (STLA) plans to reestablish financial guidance on July 29, 2025, indicating a proactive approach to addressing current challenges.
- The company reported a bottom line net loss of approximately EUR2.3 billion for the first half of 2025, reflecting significant financial challenges.
- Stellantis NV (STLA) experienced lower-than-expected volumes due to a sluggish European LCV market and lower production ramp-up of newly launched products.
- Higher industrial costs, including increased fixed asset absorption and warranty costs, negatively impacted profitability.
- Foreign exchange fluctuations, particularly involving the Turkish lira and euro, resulted in a negative impact of just under EUR1 billion year-over-year.
- Tariffs had a net impact of approximately EUR330 million in the first half, with expectations of increased impact in the second half.
Hello, and welcome to the Stellantis H1 '25 pre-release of Preliminary Financial Information Call. (Operator Instructions) I now give the floor to Mr. Ed Ditmire, Head of Investor Relations, to begin this conference. Sir, the floor is yours.
Hello, everyone, and thank you for joining us today on short notice as we review preliminary financial figures for the first half of 2025. Earlier today, the company posted a press release covering these disclosures as well as the publication of consolidated shipment volumes for the second quarter of 2025. This press release is available on the Stellantis Investor Relations website.
Our call today is hosted by Doug Ostermann, Chief Financial Officer at Stellantis. And after prepared remarks, he will be available to answer questions from analysts.
Before we begin, I want to point out that any forward-looking statements we might make during today's call are subject to the risks and uncertainties mentioned in the safe harbor statement. As customary,
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