The accounts of the first half of the year are affected by the negative trend of the main markets and the impact of the duties, but the perspectives are growing with new models
The first semester 2025 closes for Stellantis with a clear loss of 2.3 billion euros (against the profit of 5.6 billion recorded in the same period last) and a turnover of 74.3 billiondown by the 13% On the period January-June 2024 3.3 billion eurosdue to renovation operations, devaluation of some platforms and increased industrial accounts. According to the group, moreover, decisive factors were also the progress of sales in North America and “extended” Europe (EMEA area), only partially compensated by the growth recorded in South America, the negative impact of exchange rates, the drop in the European demand for light commercial vehicles and the ‘imposition of duties. The latter weighed on 300 million euros In the first half, but updated estimates for the whole 2025 bring the value to 1.5 billion.
Filosa’s comment
–
The first semester of 2025 however recorded an improvement in net revenues and industrial cash flows of Stellantiswho benefited from the expansion of the product range and a “strong discipline” applied to stock. The latter amounts to a total of 1.2 million unitsof which 298 thousand are part of the company stock, with a global growth of 1%. Antonio Filosafor a few weeks CEO of Stellantis in the place of Carlos Tavarescommented the data stating that “2025 is proving to be a year characterized by difficulties, but also by gradual improvements; comparing the first semester of 2025 with the second of ’24, the signals of progress are evident, in the form of better volumes, net revenues and AOI (rectified operational result, editor’s note), despite the intensification of external difficulties. Our new leadership Team, while maintaining a realistic attitude compared to the challenges that await us, will continue to make the difficult decisions necessary to restore significantly better growth and results “. In the near future, in fact, the company expects an increase in net revenues, an operating result rectified to a single and low figure and better industrial cash flows, at least on the basis of current tariff and commercial standards.
the products
–
The launches has seen Stellantis bring four new models to the first half of this year, namely the Citroën C3 Aircrossthe Fiat Grande Pandathe Opel Frontera (also with the English brand Vauxhall) and the RAM Promaster Cargo electric; significant updates instead concerned the RAM 2500 And 3500 Heavy Dutythe Citroën C4/C4X and the Opel Mokka. In the second half, the group involves the launch of ten new models, three of which based on the Stla Medium platform, i.e. the new ones Jeep Compass And Citroën C5 Aircross and the unpublished DS N ° 8which are added to the already presented Peugeot 3008 And 5008 And Opel–Vauxhall Grandland (based on the Stla Medium). Ram He announced the return of the 5.7-liter Hemi V-8 engine on his large pick-ups (a classic, claimed aloud by the most traditionalist American customers) and the return to production of the Jeep cherokee with thermal engine (absent since the beginning of 2023 and sold until then in 1.7 million specimens) and the Dodge Charger Sixpackwhose manufacture had been suspended in turn in 2023. The picture is completed by Dodge Charger Daytona four doors, from Peugeot E208 GTIpresented to the 24 hours of Le Mansand from the segment pick-up D Fiat Titanalready launched in Argentina (where it is produced).
objective America
–
For Filosa, one of the most important goals to be achieved is to improve the performance in North Americakey market for the group. “We will be able to achieve this”, he said, “with different lines of action: the first concerns the return to the market of models such as i RAM 3500 And V8 which bring more volumes, but also more margins per unit; The second, is the possibility of offering a mix of technical solutions, between thermal engines and electrified propulsions, closer to customer requests, which therefore will be able to increase volumes and margins; Finally, the reduction of production costson which our technical teams are working. “Improvements must also be implemented in the field of fleets, which have recorded a significant decline, for which a new top manager has been recruited, in order to recover the market shares lost in recent times. As for Europe, the Italian manager is confident in a second better semester thanks to the production at full speed of models such as C3 and the great Panda: “The forecast is of a growth in volumes, market share and profits, thanks to these models;, however, it is necessary that definitive decisions are made in regulatory terms, also in order to free the potential of light commercial vehicles”. Finally, the theme of the duties: “in general”, concluded Filosa, “We support the choice of President Trump to support American work and productionbut we also have excellent relationships with the institutions of Canada and Mexico; What we would like to be recognized is that a significant part of the 4 million vehicles that we produce in those countries is based on components from suppliers of the United States, which should involve a certain flexibility in the modulation of customs tariffs “.
© RESERVED REPRODUCTION