Volkswagen Ag · XETR:VOW
Volkswagen — 9M 2025 Earnings Presentation
10 slides from Volkswagen's earnings presentation, Oct 13, 2025
Slide 1: Volkswagen AG Pre-Close Call 9M 2025
Volkswagen AG Pre-Close Call 9M 2025 October 13, 2025
Slide 2: Disclaimer
Disclaimer The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development of the Volkswagen Group. These statements are based on assumptions relating to the development of the economic, political and legal envir
Slide 3: Volkswagen AG Pre-Close Call Guidelines
Volkswagen AG Pre-Close Call Guidelines > Camera Off – we disabled the function for all > This call is addressed exclusively at investors participants and sell-side analysts. We thus reserve the right to exclude participants from the call who > Raise Hands – to raise a question, please use the are n
Slide 4: Deliveries 9M 2025
Volkswagen Group Deliveries 9M 2025 Deliveries to customers above previous year at 6.6 million vehicles 950 Deliveries [‘000 units / per month] 2024 2025 850 750 650 550 01 02 03 04 05 06 07 08 09 10 11 12 9M deliveries at 6.6m, BEV deliveries at 718k (up 42%), Global passenger car market 1% above p
Slide 5: Order Situation 9M 2025
Volkswagen Group Order Situation 9M 2025 Western Europe order intake +17% YoY, order book slightly up to 0.9mn units versus YE2024 Order bank Order intake [k vehicles] [k vehicles] +17% 2,525 Strong order intake 2,161 momentum in our home region, sequentially stable BEV orders up by 64%, +2% BEVs ac
Slide 6: Deliveries by Region Q3/9M 2025
Volkswagen Group Deliveries by Region Q3/9M 2025 Growth in Europe and South America more than offset decline in China and North America Europe North America +4% -8% +9% -10% Q3 2024 Q3 2025 9M 2024 9M 2025 Q3 2024 Q3 2025 9M 2024 9M 2025 China -4% South America -7% +10% +15% Q3 2024 Q3 2025 9M 2024
Slide 7: Deliveries by Brand Group Q3/9M 2025
Volkswagen Group Deliveries by Brand Group Q3/9M 2025 Core strong, benefitting from product momentum, Sport Luxury and Progressive stabilizing Core Progressive Sport Luxury Trucks +3% -3% -6% -16% Q3 2024 Q3 2025 Q3 2024 Q3 2025 Q3 2024 Q3 2025 Q3 2024 Q3 2025 +4% -5% -6% -8% 9M 2024 9M 2025 9M 2024
Slide 8: Key facts to consider for Q3/9M 2025 results
Key facts to consider for Q3/9M 2025 results 15% US tariffs on imports from EU effective from August 1st, US Mexico tariffs unchanged at 27.5% Realigned Porsche product planning to lead to around € 2.1bn cost on Group level Around €3 bn Porsche goodwill impairment due to lowered mid-term ambition 8
Slide 9: Volkswagen Group outlook as of September 19, 2025
Volkswagen Group outlook as of September 19, 2025 Actuals YTD Outlook FY 2024 H1 2025 FY 2025 Sales Revenue € 324.7bn € 158.4bn around prior year level Operating Profit Margin 5.9% 4.2% 2 to 3% Automotive Investment Ratio1, 2 13.0% 11.4% 12 to 13% Automotive Reported Net Cash Flow2 € 5.2bn € -1.4bn
Slide 10: Volkswagen Group
VOLKSWAGEN GROUP