CAR Group Limited (CAR) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Nie możesz wyłączyć wyciszenia. Aby podnieść rękę, naciśnij gwiazdka 5. Spotkanie jest nagrywane. To są dane za sierpień. Nabywcą nowych samochodów są głównie firmy. To jest 70% rejestracji. I ceny nowych samochodów rosną. Przewidywania na 2025 pokazują, że może to wynieść prawie 15%. The presence of Chinese producers, their participation in the car park is not important at the moment, but as we have seen in sales, it is of great value, because it exceeds 10%. Most brands sell a small amount of cars. Similarly, as in each market, at the beginning there are many suppliers. You can see the leaders, NGO, Moda, Jaeko and EYD. And probably some brands withdraw from the European market. Manufacturers in our country market did not report losses. They lost mainly Japanese and Korean brands. Here, too, as we refer to the global market, when it comes to vehicle production, it can be seen that As Toyota is doing worse in Poland, despite the largest sales, its growth among these, we can say, old producers, i.e. regardless of Chinese producers, these growths are still the highest. Secondly, in terms of sales, in three quarters, Audi, another brand is Renault and Ford, but here we are talking about the entire global market. The Chinese are unquestionably strong in terms of their own market and new markets, such as Africa, South America. I know that they have exceeded sales in the whole of Europe by 5%, so it means that it is already an important player. which will be counted in the future, and this cake will be evenly distributed based on the needs of consumers. We see that cars used, especially those that are expensive cars, over 60,000, very often people, if they only have creditability, prefer to take into account Chinese cars, ... ... ... ... ... Polish capital. And today it i...