Slide 1: Shipments and Revenues Q3 2025
SHIPMENTS AND REVENUES Q3 2025 Jeep® Cherokee
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This document, in particular references to “H2 2025 Financial Guidance”, contains forward looking statements. In particular, statements regarding future financial performance and the Company’s expectations as to the achievement of certain targeted metrics, including revenues, i
Slide 3: Commercial Performance Progressing
Commercial Performance Progressing Ram 1500 RHO Q3 Delivers Return to $13B U.S. Investment Affirming Top-Line Growth Marks Powerful Change H2 2025 Outlook
Slide 4: Agenda
AGENDA Q3 Executive Summary.......................... Page 5 Commercial Progress ............................. Page 6 U.S. Investments...................................... Page 16 Financial Review...................................... Page 20 H2 Guidance.............................................
Slide 5: Q3 2025 Executive Summary
Q3 2025 EXECUTIVE SUMMARY Shipments 1.3M, Net Revenues €37.2B NA Market Share Improving Sequentially, EE Softer Both up 13% y-o-y, primarily driven by growth in NA NA sequential improvement of +40bps vs. Q2 '25, Q3 Delivers Return where shipments rebounded 35% compared to prior reversing almost 2 ye
Slide 6: Commercial Progress
Commercial Progress Jeep® Wrangler OCTOBER 30, 2025 Q3 2025 REVENUES | 6
Slide 7: Advancing the 2025 Product Wave
ADVANCING THE 2025 PRODUCT WAVE H1 '25 Launched Q3 '25 Launched Upcoming Launches Fiat Grande Panda Citroën C3 Aircross Citroën C5 Aircross Jeep® Cherokee Dodge SIXPACK-Powered 2/4 Door Charger Ram ProMaster Opel/Vauxhall Frontera DS Nº8 Jeep® Compass Fiat 500 mHEV Cargo BEV OCTOBER 30, 2025 Represe
Slide 8: Growth: Iconic Nameplates Return in North America
GROWTH: ICONIC NAMEPLATES RETURN IN NORTH AMERICA Jeep® Cherokee ICE Dodge Charger • On hiatus since Q1 '23 • On hiatus since Q4 '23 • Begins production Q4 '25, shipping in late '25 • ICE variants begin production in Q4 '25 • Return to largest U.S. segment (mid-SUV) • Prior generation #1 U.S. muscle
Slide 9: Growth: Product Offensive in Largest European Segment
GROWTH: PRODUCT OFFENSIVE IN LARGEST EUROPEAN SEGMENT Exciting All-New Products To Launch Q4 '25 Jeep® Compass Fiat 500 MHEV Popular C-SUV Expands Choice to Fiat 500 to Now Offer Now Include BEV, PHEV & MHEV Both ICE and BEV Powertrains Clear Opportunities - EU30 C-Segment and A-Segment OCTOBER 30,
Slide 10: Commercial Progress: North America
COMMERCIAL PROGRESS: NORTH AMERICA North America Update Q3 '25 PROGRESS POINTS: • U.S. sales +6% y-o-y, largely driven by Jeep® Wrangler, Gladiator and Wagoneer, up 18%, 43% and 122%, respectively • Total NA order book up >200% y-o-y at Sep 30 '25 • NA market share of 7.4%, +40bps vs. Q2 '25, with U
Slide 11: Commercial Progress: Enlarged Europe
COMMERCIAL PROGRESS: ENLARGED EUROPE Enlarged Europe Update Q3 '25 PROGRESS POINTS: • B-segment EU30 market share at 22.8% up 230bps y-o-y, driven by continued roll out of 4 new Smart Car launches across EE • Leader in European LCV and BEV LCV markets, with 28.0% and 17.3% EU30 market share, respect
Slide 12: Profitability: Taking Decisive Actions
PROFITABILITY: TAKING DECISIVE ACTIONS Recap from H1 '25 Actions to Support Greater Efficiency/Profitability HEMI® V-8 to Enhance Return of MY 2026 Products Each Ram Profitability SRT Lineup Targeting Margin Accretion Benefits to Net Pricing from Technical Focus on Optimizing Advancing Ramp Up of Im
Slide 13: Profitability: Progress Made in Q3 '25
PROFITABILITY: TAKING DECISIVE ACTIONS Progress Made in Q3 '25 and Continuing HEMI® V-8 to Enhance Ram Profitability ✔ • Arrived at dealers in Sep '25 • Projecting >25% of Ram 1500 to feature HEMI V-8 Return of SRT Lineup ✔ • Dodge Durango SRT Hellcat launches in Q4 '25 • Multiple SRT products to la
Slide 14: Strengthening Commercial Vehicle Position
Strengthening Commercial Vehicle Position Enlarged Europe South America Middle East & Africa North America #1 #1 #2 #3 Delivering Expanding Launch of 5.7L HEMI® customized products presence of mid- compact van V-8 makes with high-quality size pickup with production at powerful standards, reduced rev
Slide 15: Advancing Global Robotaxi Strategy
Advancing Global Robotaxi Strategy Building on Stellantis AV-Ready Platforms Reinforcing Approach to Collaboration with Leading Partners What's Been Done • Builds on mid-size LCV and STLA Small • Jointly develop L4 AVs integrating Stellantis mid-size LCV AV-Ready BEV More to Come • Combines engineer
Slide 16: Major U.S. Investment Plans
Major U.S. Investment Plans OCTOBER 30, 2025 Q3 2025 REVENUES | 16
Slide 17: Stellantis Announces Major U.S. Investment Plans
Stellantis Announces Major U.S. Investment Plans • Grow in U.S. market by increasing how $13B we leverage existing U.S. footprint * • Introduction of 5 new vehicles; plus complete renewal of current lineup INVESTMENT IN U.S. OPERATIONS OVER 4 YEARS • Advances multi-energy strategy, giving customers
Slide 18: Strengthening an American Icon
Strengthening an American Icon Growth Plans Accelerated by Planned $13 Billion Investment Building Momentum in 2025 Investment Raises Potential Mid/Long-Term Products • Q3 U.S. sales +11% y-o-y • Combining Cherokee and Compass into • Creating opportunity with strong Belvidere, Illinois plant, increa
Slide 19: Best Truck Brand in the World
Best Truck Brand in the World Growth Plans Accelerated by Planned $13 Billion Investment Building Momentum in 2025 Investment Raises Potential Mid/Long-Term Products • U.S. retail sales +26% y-o-y, gaining • Return to mid-size pickup segment in • Comprehensive coverage with HD, LD +2ppts of retail m
Slide 20: Financial Review
Financial Review Citroën C5 Aircross OCTOBER 30, 2025 Q3 2025 REVENUES | 20
Slide 21: Net Revenues Return to Top-Line Growth: Up 13% Y-o-Y
NET REVENUES RETURN TO TOP-LINE GROWTH: UP 13% Y-O-Y • Consolidated Shipments up 13% Q3 2025 Q3 2024 % Change YTD 2025 YTD 2024 % Change y-o-y, reflecting improvements in NA of 35% and 8% in EE; NA increase largely due to 2025 Combined Shipments(1) normalized inventory dynamics, 1,334 1,174 14% 4,02
Slide 22: Q3 2025 Net Revenues Up 13% Y-o-Y
Q3 2025 NET REVENUES UP 13% Y-O-Y, PRIMARILY DUE TO VOLUME AND MIX NET REVENUES € billion 13% 5.3 0.5 0.1 37.2 33.0 (1.7) Q3 2024 Volume & Mix Vehicle Net Price FX Translation Other Q3 2025 Figures may not add due to rounding OCTOBER 30, 2025 Q3 2025 REVENUES | 22
Slide 23: Q3 '25 Regional Review
Q3 '25 REGIONAL REVIEW Q3 '25 Brings Y-o-Y Net Revenue Improvement in NA, EE and MEA NORTH AMERICA ENLARGED EUROPE Shipments: 403k +35% Shipments: 534k +8% Net Revenues: €16.0B +29% Net Revenues: €13.0B +4% Market Share: 7.4% +0bps EU30 Market Share: 15.4% -70bps CHINA AND SOUTH AMERICA MIDDLE EAST
Slide 24: New Vehicle Inventory: Maintaining Levels
NEW VEHICLE INVENTORY: MAINTAINING LEVELS; BENEFITTING FROM STRONG DISCIPLINE Company Sequential Development Independent dealers 000 units • Company inventory declined slightly vs. Q3 '24, 1,330 driven by decrease in Middle East & Africa, partially 1,191 1,210 1,207 1,252 offset by South America 374
Slide 25: Looking Forward & 2025 Considerations
LOOKING FORWARD & 2025 CONSIDERATIONS Opel Corsa GSE Vision Gran Turismo OCTOBER 30, 2025 Q3 2025 REVENUES | 25
Slide 26: H2 2025 Financial Guidance
H2 2025 FINANCIAL GUIDANCE Affirming Key Considerations Financial Guidance & Assumptions H2 '25 • Tariff policies in place as of Oct 30 '25, with 2025 estimated net tariff expense now expected to be Increased approximately €1.0B Net Revenues vs. H1 '25 • No major impact from supply chain disruptions
Slide 27: Commercial Performance Progressing
Commercial Performance Progressing Ram 1500 RHO Q3 Delivers Return to $13B U.S. Investment Affirming Top-Line Growth Marks Powerful Change H2 2025 Outlook
Slide 28: Appendix
APPENDIX Dodge Durango Dodge Charger OCTOBER 30, 2025 Q3 2025 REVENUES | 28
Slide 29: Definitions and Notes to Presentation
DEFINITIONS AND NOTES TO PRESENTATION For purposes of this presentation, and unless otherwise stated: NA = North America, U.S. = United States, EE = Enlarged Europe, SA = South America, MEA = Middle East & Africa, IAP = India & Asia Pacific EU30 = EU 27 (excluding Malta), Iceland, Norway, Switzerlan
Slide 30: Non-GAAP Financial Measures
NON-GAAP FINANCIAL MEASURES Stellantis monitors its operations through the use of several non-generally accepted accounting principles (non-GAAP) financial measures. Company management believes that these non-GAAP financial measures provide useful and relevant information regarding our operating res
Slide 31: Q3 Key Commercial Metrics
Q3 KEY COMMERCIAL METRICS COMBINED SALES 000 units 1,350 1,297 559 544 374 358 Q3 2025 259 259 131 106 Q3 2024 16 16 9 10 2 3 NORTH ENLARGED MIDDLE EAST SOUTH INDIA & TOTAL CHINA AMERICA EUROPE & AFRICA AMERICA ASIA PACIFIC MARKET SHARE (1) 7.4% 7.4% 14.4% 15.3% 12.0% 10.2% 22.1% 23.9% 0.4% 0.4% 0.1
Slide 32: YTD Key Commercial Metrics
YTD KEY COMMERCIAL METRICS COMBINED SALES 000 units 4,165 4,289 1,892 2,002 YTD 2025 1,078 1,150 736 663 375 378 YTD 2024 45 49 31 36 9 12 NORTH ENLARGED MIDDLE EAST SOUTH INDIA & TOTAL CHINA AMERICA EUROPE & AFRICA AMERICA ASIA PACIFIC MARKET SHARE (1) 7.2% 7.9% 15.6% 16.9% 11.9% 12.2% 23.0% 23.2%
Slide 33: YTD '25 Revenues Down 5.5% Y-o-Y
YTD '25 REVENUES DOWN 5.5% Y-O-Y, PRIMARILY DRIVEN BY FX HEADWINDS, VOLUME & MIX NET REVENUES € billion (5.5)% 118.0 0.4 111.5 (1.6) (1.7) (3.6) YTD 2024 Volume & Mix Vehicle Net Price FX Translation Other YTD 2025 Figures may not add due to rounding OCTOBER 30, 2025 Q3 2025 REVENUES | 33
Slide 34: Q3 '25 Results: North America, Enlarged Europe, Middle East & Africa
Q3 '25 RESULTS NORTH AMERICA ENLARGED EUROPE MIDDLE EAST & AFRICA Shipments Net Revenues Shipments Net Revenues Combined Net Revenues (000 units) (€ billion) (000 units) (€ billion) Shipments (€ billion) 403 16.0 534 496 13.0 12.5 2.1 1.9 (000 units) 299 12.4 128 104 34 26 94 78 Q3 '25 Q3 '24 Q3 '25
Slide 35: Q3 '25 Results: South America, China and IAP, Maserati
Q3 '25 RESULTS SOUTH AMERICA CHINA AND INDIA & ASIA PACIFIC MASERATI Shipments Net Revenues Shipments Net Revenues Shipments Net Revenues (000 units) (€ billion) (000 units) (€ billion) (000 units) 4.0 4.2 15 14 0.4 0.4 2.1 (€ billion) 252 259 1.8 0.2 0.2 Q3 '25 Q3 '24 Q3 '25 Q3 '24 Q3 '25 Q3 '24 Q3
Slide 36: YTD Shipments and Net Revenues by Segment
YTD SHIPMENTS AND NET REVENUES BY SEGMENT NORTH AMERICA ENLARGED EUROPE MIDDLE EAST & AFRICA Shipments Net Revenues Combined Shipments Net Revenues Net Revenues (000 units) (€ billion) (000 units) (€ billion) Shipments (€ billion) 1,050 1,137 50.8 1,823 1,883 42.2 42.5 (000 units) 7.0 6.9 44.2 379 3
Slide 37: Reconciliation of Net Revenues from External Customers to Net Revenues
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO NET REVENUES Q3 2025 China and North Enlarged Middle East South India & Asia € million America Europe & Africa America Pacific Maserati Other(1) Stellantis Net Revenues from External Customers 16,039 12,933 2,046 3,927 427 186 1,648 37,206 Ne
Slide 38: Reconciliation of Net Revenues from External Customers to Net Revenues
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO NET REVENUES YTD 2025 China and North Enlarged Middle East South India & Asia € million America Europe & Africa America Pacific Maserati Other(1) Stellantis Net Revenues from External Customers 44,237 42,096 6,984 11,623 1,346 554 4,627 111,4
Slide 39: STELENNTIS
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