Stellantis N.v. · EURONEXT:STLAP
Stellantis — Investor Day (2026)
32 slides from Stellantis's investor day presentation, 2026
Slide 1: North America
NORTH AMERICA ANTONIO FILOSA TIM KUNISKIS CEO NORTH AMERICAN BRANDS
Slide 2: North America: Increase Market Coverage & Cost Competitiveness
NORTH AMERICA INCREASE MARKET COVERAGE NORTH AMERICA & COST COMPETITIVENESS +25% NET REVENUES • Grow offering in new segments and increase affordability, extending market coverage from 60% to 90% • Improve cost competitiveness 3 2025 – 2030 Net revenues growth in % 3
Slide 3: North America Region at a Glance
N O RT H A M E R I C A | R E G I O N AT A G L A N C E 20.0M Units 7.3% 1.5M Units industry in 2025 2025 Market Share Vehicles Sold in 2025 Share by Country North American Brands Canada 7.6% 9% USA USA 83% 6.1% Canada Key markets (%, market weight) Mexico 8% 5.9% Mexico #5 POSITION IN NORTH AMERICA 4
Slide 4: Building on Early Momentum
B U I L D I N G O N E A R LY M O M E N T U M Q1 2026 VS. Q1 2025 SHIPMENTS 1 NET REVENUES +17% +11% AOI 2 AOI MARGIN 2 +€0.8B +530bps PRICING ~€200M AOI IMPROVEMENT DRIVEN BY PRICING 1. Consolidated shipments (only includes shipments by Company’s consolidated subsidiaries) 2. AOI – Adjusted Operatin
Slide 5: Clear Path to Market Coverage Expansion by 2030
C L E A R PAT H TO M A R K E T C O V E R A G E E X PA N S I O N BY 2030 5 NEW SEGMENTS TO DRIVE 90% Market Coverage 11 12 All New 23 Launches Refreshed REINFORCING OFFERINGS IN Largest Profit Pools FREEDOM OF CHOICE IMPROVING Highly efficient Expanded Introduction Focus on ICE vehicles Hybrid offeri
Slide 6: Increasing Focus on Cost Competitiveness
INCREASING FOCUS ON COST COMPETITIVENESS ➜ >€3B savings ➜ ~80% ➜ Increased by 2028 through Value capacity utilization1 by US production Creation Program 2030 1. Capacity utilization: vehicles produced/vehicle production capacity at 3 shifts straight time 7
Slide 7: North American Brands
NORTH AMERICAN BRANDS TIM KUNISKIS NORTH AMERICAN BRANDS
Slide 8: Product Experience
’ F PRODUCT EXPERIENCE (@) ——— prerereNce (i) OWNERSHIP (A)
Slide 9: Operating from Position of Strength with Iconic Brands
O P E R AT I N G F RO M P O S I T I O N O F STRENGTH WITH ICONIC BRANDS Total 2025 North American Sales Volume: 20.0M | Total STLA Share: 7.3% US: 7.6% Share US Total — All Segments US — Relevant Segments Only Sales Share Sales Share #5 STELLANTIS 1.3M 7.6% #3 STELLANTIS 1.3M 15.6% Total Industry: 1
Slide 10: Driving Volume Growth at Faster Pace than Industry
D R I V I N G VO LU M E G RO W T H AT FA S T E R PA C E T H A N I N D U S T RY STLA AMERICAN BRANDS SALES VOLUME (M Units) 1.9 1.4 35% GROWTH TARGET 2025 2030 Even Without Industry Growth, Our Iconic Brands Can Drive Share Gains Note: Totals may not sum due to rounding. Figures reflect targets over
Slide 11: Product Is King
PRODUCT IS KING outdoors Wild — trail-ratec passion freedom attitu independence . explore lifestyle journey ayy) i ‘gti muscle community \3 by Fe 4A EVi aggressive terrain dependable denendable nrrcad a raaricee performer discovery leadership leadership ee Freedom of Choices bold ae unapologetic rel
Slide 12: Key Customer Needs: Practical, Reliable, Comfortable Mobility
KEY CUSTOMER NEEDS Practical, Reliable, Comfortable Mobility for Everyday Life 14
Slide 13: Century of Detroit Innovation Focused on Real Customer Needs
C E N T U RY O F D E T RO I T I N N O VAT I O N FOCUSED ON REAL CUSTOMER NEEDS Targets the ~35% of buyers who look first for these brand attributes O B S E S S I V E LY B EAU T I F U L LY FUNCTIONAL P R AC T I C A L Zero overlap with other STLA brands today Our Opportunity: Filling essential role of
Slide 14: Building on Foundation of Most Awarded & Bestselling Minivan
B U I L D I N G O N F O U N DAT I O N O F M O S T AWA R D E D & BESTSELLING MINIVAN Sales Volume (k Units) ~225 Introducing 3 New “Value By Design” Compact UVs 143 ~60% GROWTH • Expanding coverage in high-volume compact UV segments • Increasing affordability with 2025 2030 sub-$30k entry points Paci
Slide 15: Key Customer Needs: Bold Performance, Personal Expression
KEY CUSTOMER NEEDS Bold Performance, Personal Expression, and the Freedom to Stand Out 17
Slide 16: America's Performance Brand
AMERICA’S PERFORMANCE BRAND Among the strongest automotive brand followings P OW E R F U L REBELLIOUS Returning to the formula that made Dodge iconic Our Opportunity: Reigniting momentum for the next era AU T H E N T I C MUSCULAR 18
Slide 17: Reinforcing Leadership in Muscle Cars and Performance SUVs
REINFORCING LEADERSHIP IN MUSCLE CARS AND PERFORMANCE SUVS Sales Volume (k Units) ~135 MOST POWERFUL MOST POWERFUL 126 MUSCLE CAR FULL-SIZE SUV ~10% GROWTH INTRODUCING ICE EXPANSION 2025 2030 MID-SIZE MUSCLE Charger 2 Dr Charger 4 Dr Durango GLH VOLUME DRIVERS Note: Figures reflect targets over the
Slide 18: Key Customer Needs: Authentic Capability and Freedom to Explore
KEY CUSTOMER NEEDS Authentic Capability and Freedom to Explore & Adventure 20
Slide 19: There's Only One
T H E R E ’ S O N LY O N E Created the modern SUV and continues to define the market FREEDOM ADVENTURE Maintains leadership in off-road – most awarded SUV Brand ever Our Opportunity: Enabling growing popularity of outdoor lifestyles ORIGINALITY PA S S I O N 21 21
Slide 20: Leveraging Jeep's Iconic Brand to Drive Market Expansion
LEVERAGING JEEP’S ICONIC BRAND TO D R I V E M A R K E T E X PA N S I O N Sales Volume (k Units) ~740 THE 645 ORIGINAL COMPREHENSIVE SUV LINEUP ~15% GROWTH EXPANSION THE ONLY 2025 2030 OF THE ICON TRAIL-RATED SUVS Compass Cherokee / Recon Grand Cherokee / Grand Wagoneer Wrangler / Gladiator VOLUME DR
Slide 21: Key Customer Needs: Purpose-Built Capability, Strength, Dependability
KEY CUSTOMER NEEDS Purpose-Built Capability, Strength, and Dependability Without Compromise 23
Slide 22: Nothing Stops Ram
NOTHING STOPS RAM Driving volume with high-demand variants and broader coverage YO U R C H O I C E , O U R P OW E R B U I LT TO D O M I N AT E Creating and owning a new lane: on-road performance Muscle Trucks Our Opportunity: Delivering freshest and most powerful lineup in the industry STRENGTH WITH
Slide 23: Expanding Coverage Through Power, Capability, and Choice
E X PA N D I N G COV E R A G E T H RO U G H P O W E R , C A PA B I L I T Y, A N D C H O I C E Sales Volume (k Units) ~825 FIRST REEV FULL-SIZE MOST COMPREHENSIVE RANGE 517 ~60% TRUCK GROWTH ANTICIPATED FIRST & ONLY MUSCLE MOST POWERFUL 2025 2030 TRUCKS MID-SIZE TRUCK 1500 2500/3500/ ProMaster / Mids
Slide 24: Key Customer Needs: Ultimate Performance, Elevated Personal Expression
KEY CUSTOMER NEEDS Ultimate Performance, Elevated Personal Expression 26
Slide 25: American Performance Division: Engineered to the Last Tenth
AMERICAN PERFORMANCE DIVISION ENGINEERED TO THE LAST TENTH Amplifying emotion and excitement across our brands M I S S I O N - S P EC I F I C H A LO P E R F O R M A N C E ENGINEERING Elevating brand perception and pulling in younger, more affluent customers Our Opportunity: Delivering 2-3x margin re
Slide 26: Engineered to the Last Tenth
ENGINEERED TO THE LAST TENTH HALO PERFORMANCE MISSION-SPECIFIC ENGINEERING INDUSTRY BEST CLAIMS MOTORSPORT S CREDIBILITY Volume (k Units) 50 3 2025 2030 Accelerating Growth in Our Highest Margin Lineup Note: Figures reflect targets over the planned period 28 28
Slide 27: 2030: 100% Refreshed Showroom, 50% Added Models
2030: 100% REFRESHED SHOWROOM 50% ADDED MODELS PACIFICA AIRFLOW WRANGLER WRANGLER UNLIMITED WRANGLER GLADIATOR WRANGLER SCRAMBLER New Name to Be Announced COMPASS CHEROKEE RECON GRAND CHEROKEE / L GRAND WAGONEER GLH DURANGO RAMPAGE DAKOTA RAM 1500 RAM 2500/3500/4500/5500 CHARGER 2 Dr / 4 Dr RAMCHARG
Slide 28: Expanding Affordable Models
E X PA N D I N G A F F O R DA B LE M O D E L S 500K American Brands Starting MSRP 400K 2025: 2 models <$39k 2030: 9 models <$39k, incl. 2 models <$29k Retail Sales 300K 200K ~40% Mainstream industry price distribution 100K 0K $10K $20K $30K $40K $50K $60K $70K $80K $90K $100K $110K MSRP Unlocking Gr
Slide 29: +50% Market Coverage, +35% Volume
+50% MARKET COVERAGE, +35% VOLUME MARKET COVERAGE STLA AMERICAN BRANDS SALES VOLUME (M UNITS) 1.9 North America (ex- US) US 1.4 0.2 60% 90% 1.2 35% GROWTH TARGET 2025 JEEP RAM DODGE CHRYSLER 2030 2025 2030 Clear Path to Growth: Broader Coverage Translates into Volume and Share Gains Note: Figures re
Slide 30: Our North America Ambition
OUR NORTH AMERICA AMBITION: 50 / 50 / 35 50% ALL-NEW, 50% MORE COVERAGE, 35% MORE VOLUME ✓ Ram will move into the #2 volume position ✓ Jeep will regain off-road leadership ✓ Dodge will recover muscle car positioning ✓ Chrysler will expand affordable models for volume growth NOTHING DETROIT AMERICA’S
Slide 31: We Have a Clear Path to Win in North America
W E H AV E A C L E A R PAT H TO W I N I N N O RT H A M E R I C A WE LEVERAGE OUR …WHILE TAKING BOLD STRENGTHS… ACTIONS Iconic brands >€3B in cost savings by 2028 Positive and growing 50% all-new, 50% more coverage, momentum 35% more volume Strong market presence and Expand affordability network 34
Slide 32: North America | 2030 Ambition
NORTH AMERICA | 2030 AMBITION NET REVENUES1 AO I 2 M A R G I N +25% 8-10% 1. 2025 – 2030 Net revenues growth target in % 2. AOI = Adjusted Operating Income 35