Fabrice Cambolive’s Post

Renault Group  𝗷𝘂𝘀𝘁 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗶𝘁𝘀 𝗤3 𝗿𝗲𝘃𝗲𝗻𝘂𝗲: 𝘄𝗲 𝗽𝗼𝘀𝘁 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 t𝗵𝗮𝗻𝗸𝘀 𝘁𝗼 𝘀𝗼𝗹𝗶𝗱 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗮𝗻𝗱 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗹𝗶𝗻𝗲-𝘂𝗽 𝗮𝗻𝗱 𝗰𝗼𝗻𝗳𝗶𝗿𝗺 𝗼𝘂𝗿 𝗙𝗬𝟮𝟬𝟮𝟱 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲. 📊 Group revenue at €11.4 billion, up 8.5% at constant exchange rates and Auto revenue at €9.8 billion, up 6.8% at constant exchange rates 📈 𝗦𝘁𝗿𝗼𝗻𝗴 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 with a 9.8% increase registrations, with both international (+14.9%) and Europe (+7.5%) contributing to this performance ⚡️ 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗻 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Group's share of electrified vehicles increased by more than 10 points at 44% mix in Q3 2025. EV sales more than doubled in Q3 yoy to reach a mix of 13.5%. Renault Group maintained #2 OEM in Europe for HEV with a 25% increase of HEV sales in Q3 yoy 🚀 𝗦𝗼𝗹𝗶𝗱 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀: a healthy inventory management, a high utilization rate of our plants, an order intake up high single-digit fueling our orderbook and a commercial policy continuously focused on value 🚗 𝗔𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝗹𝗶𝗻𝗲-𝘂𝗽 𝘄𝗶𝘁𝗵 𝟰 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝘀 𝘁𝗼 𝗰𝗼𝗺𝗲 𝗶𝗻 𝗤𝟰: Renault Boreal and Renault Kwid E-Tech for international markets, Alpine A390 and the new Renault Clio 6th generation (first deliveries in Q1 2026) for European markets 🎯 𝗙𝗬𝟮𝟱 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗲𝗱, aiming for an operating margin of c. 6.5% and FCF between €1.0bn and 1.5bn

Renault Group reported a 6.8% rise in third-quarter 2025 revenue, reaching €11.4 billion, outperforming analyst expectations despite Europe’s economic slowdown and declining commercial vehicle demand. The company’s success was driven by new models such as the Dacia Bigster and strong financial services performance. Under new CEO François Provost, Renault seeks to consolidate momentum while adapting to a challenging European market increasingly pressured by Chinese competitors and a slowing economic climate. Renault’s sales volumes rose 9.8% to 529,486 vehicles, supported by an expanding model lineup—new vehicles represented 30% of total sales, up from 25% the previous year. However, the contribution of its product mix to growth weakened to less than 1%, compared with 3% in the first half, reflecting a normalization after prior pricing strength. CFO Duncan Minto highlighted upcoming launches, including the new Clio 6, and projected renewed mix benefits in the fourth quarter. Despite Renault’s limited exposure to U.S. tariffs, its dependence on the European market remains a structural weakness, exposing it to sluggish consumer demand and volatile pricing conditions. Analysts, including Morningstar’s Rella Suskin, noted that European price pressures are stabilizing below 2%, a positive signal for the industry. Still, competition from cost-competitive Chinese automakers, particularly in the EV and compact SUV segments, threatens Renault’s pricing power and long-term profitability. Renault’s strategic focus under Provost prioritizes cost efficiency, aiming to limit capital and R&D expenditures to 8% of revenues. The company reaffirmed its 2025 operating margin target of 6.5% and free cash flow between €1.0 and €1.5 billion. Analysts remain cautious, however, predicting margin softening due to sustained market competition and high technology investment needs, especially in electrification and digitalization. https://lnkd.in/d4pSuGiN #automotiveindustry #electricvehicles #batteries #china #germany #leadership 

Renault’s transformation strategy is gaining momentum! 💪 The company reports rising sales across all its brands, showcasing the strong impact of its revamp efforts. A clear sign that innovation, adaptability, and customer focus are paving the road ahead for sustainable success in the automotive industry. #Renault #BusinessGrowth #Innovation #Automotive https://lnkd.in/ejpxsp_9

👏 Strong performance in Q3 2025 for Renault Group ⬇ Renault Group reported a solid 6.8% increase in revenue for Q3 2025, reaching €11.4B, driven by a diverse lineup of vehicles including EVs, hybrids, and ICE models. The company also confirmed its full-year guidance, targeting an operating margin of around 6.5% and free cash flow between €1.0B and €1.5B. → The Group's total vehicle registrations rose by 9.8% year-on-year, with 529,486 vehicles sold in Q3 2025. Both international and European markets contributed to this growth, with passenger car sales in Europe increasing by 10.9%, outperforming the overall market growth of 7.5%. → Renault's electrified vehicle sales surged by 58.6% in the first nine months of 2025, now accounting for 43.9% of total sales. The EV share increased to 12.7%, with the Renault 5 E-Tech leading the B-segment EV market in Europe. → Dacia also saw impressive growth, with a 4.1% increase in global sales and a remarkable 16.2% rise in Q3. The Dacia Sandero was the best-selling vehicle in Europe across all distribution channels, highlighting the brand's strong retail performance. → Mobilize Financial Services contributed significantly to the Group's revenue, posting an 18.4% increase compared to Q3 2024. This growth is attributed to higher interest rates and an increase in average performing assets. #RenaultGroup #EV #Mobility #Automotive

Renault Group 2025 Q3 revenue at €11.4 billion, +6.8% vs. 2024 Q3, +8.5% at constant exchange rates.  Strong commercial performance of Renault Group: In 2025 Q3, sales were up 9.8% vs. 2024 Q3 with 529,486 vehicles sold with international sales up 14.9% and European sales up 7.5%.   Find out more: https://lnkd.in/eq3VgADH

France Automotive Market Update - October 2025 The French market showed resilience in October with 2.9% growth, though the year-to-date performance remains 5.4% below 2024 levels. Key Highlights: 🔋 Electrification Momentum: The new social leasing scheme drove BEV market share to 24% – the second-highest penetration rate in French automotive history. This contributed to record-low average CO2 emissions of 82.5g/km for new passenger cars. 📊 Brand Performance: Notable October gains were recorded by: • Mini: +60% • Nissan: +32% • Citroën: +16% • Volvo: +15% • Renault: +13% ❗Stellantis Divergence: Unlike 2024 when Stellantis dominated social leasing deliveries, only Citroën capitalized on the 2025 scheme. Peugeot (-3%) and Fiat (-1%) experienced declines. The market dynamics continue to evolve as electrification incentives reshape competitive positioning. #AutomotiveIndustry #FrenchMarket #ElectricVehicles #MarketAnalysis #Stellantis

Renault Group 2025 Q3 revenue at €11.4 billion, +6.8% vs. 2024 Q3, +8.5% at constant exchange rates.  Strong commercial performance of Renault Group: In 2025 Q3, sales were up 9.8% vs. 2024 Q3 with 529,486 vehicles sold with international sales up 14.9% and European sales up 7.5%.   Find out more:  https://lnkd.in/eq3VgADH

Renault Group 2025 Q3 revenue at €11.4 billion, +6.8% vs. 2024 Q3, +8.5% at constant exchange rates. Strong commercial performance of Renault Group: In 2025 Q3, sales were up 9.8% vs. 2024 Q3 with 529,486 vehicles sold with international sales up 14.9% and European sales up 7.5%. Find out more: https://lnkd.in/eq3VgADH

Renault Group 2025 Q3 revenue at €11.4 billion, +6.8% vs. 2024 Q3, +8.5% at constant exchange rates.  Strong commercial performance of Renault Group: In 2025 Q3, sales were up 9.8% vs. 2024 Q3 with 529,486 vehicles sold with international sales up 14.9% and European sales up 7.5%.   Find out more: https://lnkd.in/eq3VgADH

French automotive major Renault India has reported a 21 percent YoY wholesales growth for October 2025, selling 4,672 units compared to 3,861 units last year. The company attributed the surge in sales to the successful launch of the new Triber and Kiger SUVs and the positive impact of the GST 2.0 reforms. Francisco Hidalgo Marques Renault Group Renault Nissan Automotive India Pvt Ltd https://lnkd.in/ddmNTVth #Renault #India