Slide 1: Q1 2025 Shipments and Revenues
Q1 2025 SHIPMENTS AND REVENUES Ram HD 3500
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This document, in particular references to “FY 2025 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, industrial
Slide 3: Focused on Execution
FOCUSED ON EXECUTION Citroën C3 Aircross Early Stage of 2025 New Product Responding to Commercial Recovery Launches Ongoing Tariff Challenges
Slide 4: Q1 2025 Executive Summary
Q1 2025 EXECUTIVE SUMMARY Shipments of 1.2M, Net Revenues of €35.8B Progress on Commercial Recovery Early Stage of with y-o-y declines of 9% and 14% EU30 market share increased 190bps from Commercial Recovery respectively, reflect certain product transition Q4 '24; U.S. retail sales showed improveme
Slide 5: Strong Q1 Start to 2025 Product Wave
STRONG Q1 START TO 2025 PRODUCT WAVE KEY TO OUR RECOVERY: POWERFUL Q1 PRODUCT WAVE Closing Coverage Gaps Fiat Grande Panda Citroën C3 Aircross Opel/Vauxhall Frontera Refreshing Popular Products Ram 2500 HD Ram 3500 HD Opel/Vauxhall Mokka APRIL 30, 2025 Q1 2025 REVENUES | 5
Slide 6: Tracking Commercial Recovery Initiatives
Tracking Commercial Recovery Initiatives +190 EU30 market share sequential Basis Points increase to 17.3% from Q4 '24 Europe #1 Share New leader in EU30 market share in Hybrid hybrids, climbed to #2 in BEVs Encouraging Signs of Early Progress >10% U.S. retail sales rose >10% y-o-y for Jeep® Grand Ch
Slide 7: Net Revenues Reflecting New Product Transition
NET REVENUES REFLECTING NEW PRODUCT TRANSITION Q1 2025 Q1 2024 % Change • Consolidated Shipments down 9% y-o-y, primarily reflecting lower NA Combined Shipments(1) (000 units) 1,233 1,371 (10)% production due to extended holiday downtime in Jan '25, product transition impacts, and lower European ind
Slide 8: Net Revenues
REVENUES DOWN 14% Y-O-Y, PRIMARILY DUE TO VOLUME AND MIX NET REVENUES (14.1)% € billion Figures may not add due to rounding APRIL 30, 2025 Q1 2025 REVENUES | 8
Slide 9: Q1 '25 Highlighted by Sequential Improvement in EE, SA Market Share
Q1 '25 Highlighted by Sequential Improvement in EE, SA Market Share NORTH AMERICA ENLARGED EUROPE Shipments: 325k Net Revenues: €14.4B Shipments: 567k Net Revenues: €13.6B Market Share: 7.1% EU30 Market Share: 17.3% Retail stabilizing, Impact of extended Increased Closing product pull-back in fleet
Slide 10: New Vehicle Inventory: Maintaining Disciplined Levels
NEW VEHICLE INVENTORY: MAINTAINING DISCIPLINED LEVELS Company Sequential Development 000 units Independent dealers 1,393 1,408 1,330 • Company inventory rose vs. Q4 '24, with majority 1,191 1,210 of increase in EE, where production levels were increased to address Q2 '25 demand, driven largely by B
Slide 11: Looking Forward & 2025 Considerations
LOOKING FORWARD & 2025 CONSIDERATIONS Jeep® Wrangler and Gladiator
Slide 12: Navigating Tariff Uncertainties: Stellantis NA Key Facts
NAVIGATING TARIFF UNCERTAINTIES Stellantis NA Key Facts U.S. Assembled Vehicles Imported Vehicles • Represented 58% of the 1.2 million total vehicles shipped • 95% of the vehicles imported for U.S. sale in 2024 were for sale in the U.S. in 2024, limiting tariff exposure to made in Canada or Mexico,
Slide 13: Near-Term NA Actions to Safeguard Business
NAVIGATING TARIFF UNCERTAINTIES Near-Term NA Actions to Safeguard Business Q1 '25: April '25: May-June '25 Focus: • Announced U.S. investment and • Launched responsive campaign to • Calibrating production and employment production commitments bolster near-term engagement to reduce impacts on profita
Slide 14: Suspending 2025 Financial Guidance
2025 FINANCIAL GUIDANCE Suspending 2025 Financial Guidance Due to tariff-related uncertainties • Difficult to define impacts of evolving tariff policies • Elevated uncertainties in the competitive environment • Response and mitigation actions will continue to be refined as appropriate Jeep® Recon AP
Slide 15: Focused on Execution
FOCUSED ON EXECUTION Fiat Grande Panda Hybrid Early Stage of 2025 New Product Responding to Commercial Recovery Launches Ongoing Tariff Challenges
Slide 16: Appendix
APPENDIX Jeep® Grand Cherokee APRIL 30, 2025 Q1 2025 REVENUES | 16
Slide 17: Definitions and Notes to Presentation
DEFINITIONS AND NOTES TO PRESENTATION For purposes of this presentation, and unless otherwise stated: LEV = Low emission vehicles, which include battery electric (BEV), plug-in hybrid (PHEV), range-extender electric vehicle (REEV), and fuel cell electric (FCEV) vehicles EU30 = EU 27 (excluding Malta
Slide 18: 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 19: Q1 Key Commercial Metrics Combined Sales
Q1 KEY COMMERCIAL METRICS COMBINED SALES 000 units Q1 2025 Q1 2024 NORTH ENLARGED MIDDLE EAST SOUTH INDIA & TOTAL CHINA AMERICA EUROPE & AFRICA AMERICA ASIA PACIFIC MARKET SHARE (1) 7.1% 8.4% 16.4% 18.6% 11.0% 14.5% 23.8% 23.1% 0.4% 0.4% 0.2% 0.2% 1.5% 1.8% Q1 INDUSTRY (1) +4% +0.0% (6)% +16% +5% +5
Slide 20: Reconciliation of Net Revenues from External Customers to Net Revenues
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO NET REVENUES Q1 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 14,416 13,522 2,274 3,667 446 157 1,331 35,813 Ne
Slide 21: Q1 '25 Results: North America, Enlarged Europe, Middle East & Africa
Q1 '25 RESULTS NORTH AMERICA ENLARGED EUROPE MIDDLE EAST & AFRICA (000 units) (€ billion) (000 units) (€ billion) (€ billion) (000 units) 154 116 Shipments -20%, reflecting lower Jan Shipments -8%, mostly due to transition Consolidated Shipments -15%, mostly production, a consequence of extended gap
Slide 22: Q1 '25 Results: South America, China and India & Asia Pacific, Maserati
Q1 '25 RESULTS SOUTH AMERICA CHINA AND INDIA & ASIA PACIFIC MASERATI (000 units) (€ billion) (000 units) (€ billion) (000 units) (€ billion) Shipments +19%, maintained >23% Shipments -20%, driven by continued Shipments -48%, mainly due to reduced market share in South America while pressure in the r
Slide 23: Stellantis
STELENNTIS