Yougov Plc · LSE:YOU
Yougov — Investor Presentation (November 2025)
10 slides from Yougov's investor presentation, November 2025
Slide 1: Understanding the new entrants in the UK's Auto market
Understanding the new entrants in the UK’s Auto market How will existing manufacturers battle the new threat, and will the public shift to these brands? YouGov Business Breakfast, November 2025 yougov.com/business
Slide 2: EV penetration continues to grow
2 AUTO 2025 EV Overall EV penetration penetration continues 4% 5% to grow – it’s now 2% 3% significantly 1% 1% higher than Oct-20 Oct-21 Oct-22 Oct-23 Oct-24 Oct-25 2 years ago Significantly higher / lower than October 2023 (95% confidence)
Slide 3: 6.4 million main cars are electric or hybrid
3 AUTO 2025 In total Engine type trended (main car) 6.4million Of the population’s main Petrol Diesel 23% 59% 60% 66% 26% 31% cars are electric or hybrid (17% of the main car) Hybrid (any) 12% 10% 8% Electric 5% 4% 2% Base: All nationally representative sample of car owners (1,999) Q6. I s your [CAR
Slide 4: Hybrids 35% of new cars, almost a fifth EVs; petrol and diesel decline
4 AUTO 2025 35% or new cars (<12ms) were hybrids with almost a fifth being EVs. Petrol and Diesel new cars continues to decline Petrol Diesel Age of car by engine type Electric Hybrid (any) 80% 78% 70% 60% 50% 43% 40% 35% 30% 20% 21% 20% 10% 0% 2% 1% 1% 20 years or Between 15 to Between 10 to Betwee
Slide 5: EV owners more likely to consider another EV in future
5 The cost of living crisis and the impact on travel EV owners are more likely to consider another EV in the future, highest of any group Petrol 50% Diesel 38% 11% 2% Circle size corresponds share of those % car buyers that only consider their engine type Hybrid in the future 63% EV Arrow and width
Slide 6: Awareness and familiarity of emerging brands
6 AUTO 2025 Awareness and familiarity of emerging brands Familiarity of emerging brands Aware 24% 5% 5% 34% 12% 4% 2% 48% 3% 7% Unfamiliar 87% 83% 80% 78% 78% 78% 78% 77% 77% 73% 25% 20% 19% 20% 21% 21% 19% 14% 17% 11% Familiar Base: All car drivers (1,999) aware of each brand. *Xpeng directional (l
Slide 7: Total Unduplicated Reach & Frequency (TURF)
AUTO 2025 Total Unduplicated Reach & Frequency (Turf) What is TURF? Factors (answer options) 1 Advanced technology/features TURF (Total Unduplicated Reach & Frequency) helps identify the 2 Top safety features combination of features that reaches the largest number of 3 Has good7 MPG/fuel economy/ele
Slide 8: Price, range and reputation help consideration of emerging brands
8 AUTO 2025 Price , range, and reputation are key variables that help consideration of emerging brands TURF all drivers Variable 84% 82% Additional variable 77% 2% 5% 70% 7% Reach / Consideration 56% 14% 77% 82% 70% 56% 56% Competitive Good range Brand reputation Recommendation Good finance pricing
Slide 9: Key barriers to emerging car brands
Cost, reliability, spare parts, and brand reputation are key barriers to emerging car brands Full list of barriers to consider All car EV emerging car brands owners Considerers Key barriers to emerging car brands Cost/expense 62% 54% Costly or hard -to-find spare parts 47% 39% 62% 47% Reliability La
Slide 10: Key takeaways
10 AUTO 2025 Key takeaways ICE down, BEVs A changing Traditional OEMs and PMHEVs up landscape still have a chance Petrol and Diesel new sales The auto landscape that is Plenty of opportunities for are down, whilst hybrids becoming more cut -throat from traditional OEMs to keep their and EVs are up.