Vingroup Joint Stock Company · HOSE:VIC
Vingroup Joint Stock — VinFast — Investor Presentation (June 2023)
28 slides from Vingroup Joint Stock's investor presentation, June 2023
Slide 1: Investor Presentation
Investor Presentation June 2023
Slide 2: Disclaimer
2 Disclaimer This document is for informational purposes only. This document may not be (i) copied, photocopied, duplicated or otherwise reproduced in any form or by any means; or (ii) redistributed, passed on or otherwise disseminated, to any person without the prior written consent of VinFast Trad
Slide 3: Our Mission: Create a Sustainable Future for Everyone
3 Our Mission: Create a Sustainable Future for Everyone The path to sustainable mobility is achievable when everyone has easy access to smart, safe and environmentally friendly EVs
Slide 4: What Defines Us: Execution Excellence DNA
4 What Defines Us: Execution ExcellenceDNA We do everything with passion, speed, courage and forward thinking – all to make the world a better place We prioritize Execution Excellence at the core of everything we do Execution Excellence is in our DNA
Slide 5: Outstanding Speed and Quality…
5 Outstanding Speed and Quality… 860-Acre, Highly-Automated Manufacturing Complex in Hai Phong 2017 – Company Founding and Facility Construction 2018 – E-Scooter Production Commenced 2019 – Facility Phase 1 Completed 2022 – 2023: First EV Shipment in November 2022 and 2020 – Focused on ICE Productio
Slide 6: Proof of Our Execution: Making the Impossible(s) Possible
6 Proof of Our Execution: Making the Impossible(s) Possible In-Production Platforms by Year(2) Challenge #1 (Number of models) Electric Vehicles Four EV models Build a global automotive OEM in Vietnam launched to date (4) E-Buses 6 ICE Vehicles Challenge #2 2 1 1 Achieve #1 market share in Vietnam(1
Slide 7: Next Challenge: Global Expansion of Our EV Product Line
7 Next Challenge: Global Expansion of Our EV Product Line
Slide 8: The World is Noticing Our Progress
8 The World is Noticing Our Progress We have been reporting on The excitement among the VinFast returns to Vietnamese automaker VinFast's media scrum…flowed from CES 2023 with a efforts to penetrate the U.S. a stand introducing the showcase of its market with its all-electric SUVs VinFast electric v
Slide 9: We Solve the Critical Issues Facing the EV Industry
9 We Solve the Critical Issues Facing the EV Industry MISCONCEPTION REAL ISSUE MISCONCEPTION REAL ISSUE MISCONCEPTION REAL ISSUE Demand Supply Engineering Execution EV Adoption Economics
Slide 10: We Aim to Differentiate Ourselves Through Three Key Pillars
10 We Aim to Differentiate Ourselves Through Three Key Pillars of Our Smart Mobility Philosophy 1 Premium Quality Products 2 Inclusive and Flexible Pricing 3 Excellent Aftersales Service
Slide 11: We Have Already Delivered with Execution Excellence DNA
11 We Have Already Delivered with Execution ExcellenceDNA US$1.3T 45,000 114 Total Addressable Market(1) EV Reservations Received(2) Showrooms Open Globally(3) 3,800 13,000/100,000 12,300/175,000 EV Vehicles Delivered in April 2023 EV Vehicles Sold/ICE + EV Vehicles Delivered(4) E-scooters Delivered
Slide 12: Demonstrated Drive to Do Well by Doing Good
12 Demonstrated Drive to Do Well by Doing Good Climate & Environment • Fully ceased ICE vehicle production • Signatory to COP26 ZEV and The Climate Pledge Business Sustainability • Supplier selection and monitoring process in (1) place – including CoC and responsible sourcing • 76% of suppliers have
Slide 13: How We Aim To Stand Out
13 How We Aim To Stand Out Skillfully Engineered, Innovation-Driven, Luxurious EV SUVs in Every Technology-Centric Platform Segment Highly-Automated and Connect Intelligence Globally Integrated Manufacturing Facilities Strategic Focus on High Flexible Offering at Growth Segments and High an Inclusiv
Slide 14: Skillfully Engineered, Luxurious EV SUVs in Every Segment
14 Skillfully Engineered, Luxurious EV SUVs in Every Segment VF 8: A Premium Electric Compact SUV to Complement Any Lifestyle VF 9: A High-End Electric Full-Size SUV Desired by All Vehicle Overview Vehicle Overview • D-segment SUV • E-segment SUV • Available to consumers in US, Canada, Europe and Vi
Slide 15: Skillfully Engineered, Luxurious EV SUVs in Every Segment
15 Skillfully Engineered, Luxurious EV SUVs in Every Segment VF 5: Compact and Efficient A-SUV VF 6: Family-Oriented B-SUV VF 7: Sporty and Stylish C-SUV Vehicle Overview Vehicle Overview Vehicle Overview • A-segment SUV • B-segment SUV • C-segment SUV • Available to consumers in Vietnam only • Avai
Slide 16: Innovation-Driven, Technology-Centric Platform
16 Innovation-Driven, Technology-Centric Platform Advanced Safety Systems Enhanced User Convenience Emphasis on Heads-up Advanced Cloud-based VinFast vehicle Mobile home Single, large central In-car providing latest display warning and secure as a “Live and features(1) screen for multiple e-commerce
Slide 17: Innovation-Driven, Technology-Centric Platform
17 Innovation-Driven, Technology-Centric Platform Electrical / Electronic Architecture • Standardized architecture used for all SUV-segment models • Ability to tailor feature sets based on model requirements • Heads-up display enables drivers to keep their eyes on the road and hands on the wheel • D
Slide 18: Connect Intelligence Globally
18 Connect Intelligence Globally Development Capabilities Strengthened by Shared Expertise of Vingroup and Global Partners Key battery partner providing battery packs for VinFast vehicles Technology Ecosystem > 1,100 engineers ~ 930 R&D Professionals ~US$8.2Bn Leading Invested to In-house Developmen
Slide 19: Highly-Automated and Integrated Manufacturing Facilities
19 Highly-Automated and Integrated Manufacturing Facilities Plant Footprint Spanning 860 Acres with Substantial Room for Expansion Automation Allows Acceleration of Production with Quality and Safety under Control Scalable Manufacturing Facility in Vietnam Incl. US Facility 95% Automated Paint Shop
Slide 20: Highly-Automated and Integrated Manufacturing Facilities
20 Highly-Automated and Integrated Manufacturing Facilities On-site Integrated Supplier Park System in Vietnam Helps Lower Sourcing and Inventory Costs of Key Components Local Sourcing Select On-site Global Tier 1 Partners Key Benefits Seat Overheads, Logistical economies of scale Sun Visors Up to 6
Slide 21: Flexible Offering at an Inclusive Price Point
21 Flexible Offering at an Inclusive Price Point Our Products are Inclusively Priced with a Lower Relative Total Cost of Ownership for Our Customers Total Cost of Ownership(1) VinFast’s Cost Advantages Battery Inclusive Up to 17% Cost Saving Connecting Intelligence Globally Up to 6% Cost Saving Larg
Slide 22: Strategic Focus on High Growth Segments…
22 Strategic Focus on High Growth Segments… Our EV SUV Portfolio Encompasses One of the Broadest Offerings to Facilitate the Greatest Outreach to our Target Markets VinFast’s Planned Vehicle Lineup Targets the Highest Growth Passenger Vehicle Markets…(1) …With Features and a Price Point that Target
Slide 23: ... and High Potential Markets…
23 ... and High Potential Markets… Our Focus Markets Represent Differentiated Upside Opportunities in the Medium Term and Beyond VinFast’s Focus Markets are Sizable with Significantly Higher Growth… ... from Lower Penetration with Less Competition than China Annual EV shipments by region EVs as % sh
Slide 24: ….with An Extensive Global Expansion Plan
24 ….with An Extensive Global Expansion Plan Our Global Roll-Out Strategy Tactically Targets Locations With Efficient Infrastructure and Manufacturing, as well as Highest Expected EV Penetration Rates EV Addressable Market # of Global Showroom as at (thousand units per year) April 30th, 2023(1) US C
Slide 25: Differentiated Ownership Experience to Drive Brand Loyalty
25 Differentiated Ownership Experience to Drive Brand Loyalty End to End Digital Features Sales Vehicle Charging Navigation Service Ownership Customize OTA Accessibility and Flexibility Smart Features Peace of Mind Community
Slide 26: Differentiated Ownership Experience to Drive Brand Loyalty
26 Differentiated Ownership Experience to Drive Brand Loyalty One of the Best Warranty Packages On-Demand and Personalized Services Comprehensive Power Solutions • 10-year / 125,000-mile(1) Remote care via OTA • Smart At-Home charging solutions warranty • Access to a wide charging network • 10-year
Slide 27: Foundational Support from Vingroup
27 Foundational Support from Vingroup Execution Excellence Has Enabled Vingroup to Become One of the Most Significant Commercial Enterprises in Vietnam and APAC Market Capitalization Pham Nhat Vuong ~US$21.2Bn (1) Rank in Vietnam Chairman and Founder (2) (3) Vingroup and VinFast ~1.1% Auto & Mobilit
Slide 28: Fully Charged for the Road Ahead
28 Fully Charged for the Road Ahead Global Roll-out of Continue Augmenting our Innovate Our Commercial Approach 6 EV Models(1) “Technology for Life” Offering to Drive Incremental Market Share Pursue Enhanced Manufacturing Increase and Refine Our Grow Our Ancillary Automation and Capacity Expansion S