France · Delayed Price · Currency is EUR Renault Earnings Call Transcripts
Fiscal Year 2026
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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 plan targets mid-single-digit revenue growth, 36 new models by 2030, and a 5%-7% operating margin from 2026. Electrification, cost reduction, and operational excellence are central, with strong international expansion and deepened partnerships.
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 reductions and product launches amid currency and regulatory headwinds.
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Q3 2025 revenue rose 6.8% to €11.4 billion, driven by strong electrified vehicle sales and international growth. Full-year guidance is confirmed, with a focus on cost control and new product launches supporting momentum.
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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 strong product momentum, but operating margin and free cash flow missed expectations due to market pressures and LCV weakness. The outlook targets a 6.5% margin and €1–1.5B free cash flow, with H2 expected to improve on cost discipline and new launches.
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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.