France · Delayed Price · Currency is EUR Renault Earnings Call Transcripts
Fiscal Year 2026
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The meeting highlighted robust sales and revenue growth in 2025, the launch of the futuREady strategic plan with a focus on electrification and international expansion, and the approval of all 36 resolutions, including a EUR 2.2 per share dividend. Key risks include global competition and regulatory challenges.
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Revenue grew 7.3% year-over-year to €12.5 billion, driven by strong EV and hybrid sales, robust partner programs, and a disciplined retail focus. Despite Dacia's temporary setbacks, order intake and electrified vehicle momentum remain strong, supporting a positive outlook for 2026.
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The futuREady plan targets steady growth, higher profitability, and accelerated electrification, with 36 new models by 2030 and a focus on operational excellence, cost reduction, and stakeholder engagement. Partnerships, advanced technology, and a robust European and international strategy underpin the plan.
Fiscal Year 2025
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Revenue grew 3% to €57.9B in 2025 with a 6.3% operating margin and €1.5B free cash flow. 2026 guidance targets a 5.5% margin and €1B free cash flow, with continued cost discipline and product launches amid FX and regulatory headwinds.
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Q3 2025 revenue rose 6.8% to €11.4 billion, driven by electrified vehicle growth and strong international sales. Guidance for 2025 is confirmed, with an operating margin of 6.5% and free cash flow of €1–1.5 billion. Retail and electrified sales outperformed the market.
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Clio 6 debuts as a hybrid flagship, combining bold design, advanced technology, and sustainability. It leads European sales, offers best-in-class efficiency, and features extensive connectivity and safety innovations.
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H1 2025 saw revenue growth and robust EV/hybrid momentum, but operating margin and free cash flow fell short due to market contraction and one-off impacts. The outlook targets improved H2 performance, cost reductions, and continued product launches, with a focus on value-over-volume and international expansion.
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H1 2025 revenue rose 2.5% to €27.6B, but operating margin and free cash flow missed expectations due to weak LCV performance and a declining retail market. Full-year margin and cash flow guidance were lowered, with H2 recovery expected from new launches and cost controls.
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Q1 2025 revenue was stable at €11.7 billion, with strong growth in financial services and electrified vehicle sales. Product mix and new model launches drove performance, while cost discipline and inventory management remain key priorities. Guidance for 2025 is reaffirmed.
Fiscal Year 2024
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Record operating margin and net cash position achieved, with strong growth in electrified vehicle sales and robust product launches. 2025 guidance targets above 7% margin despite regulatory headwinds, with continued focus on cost reduction, innovation, and strategic partnerships.
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Q3 revenue grew 1.8% year-over-year to €10.7 billion, driven by improved product mix and strong financial services. Full-year guidance is confirmed, with new launches and robust order intake supporting a positive outlook for Q4 and 2025.
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Record H1 2024 operating margin and strong free cash flow reflect ongoing transformation, cost discipline, and innovation. Robust sales in Europe, especially hybrids and LCVs, support positive outlook despite regulatory and pricing headwinds.