Key Takeaways Ford's Europe business is anchored in its Pro strategy, with VW van collaboration adding scale value.Ford is leveraging Renault's B-segment EV platform to cut costs and lift Europe EV economics.F warns EU and UK CO2 rules and job concerns will shape future passenger car profits.The core of Ford Motor Company’s (F) European operations continues to be anchored in its Pro strategy, which remains a strong source of profitability, per the company’s fourth-quarter 2025 earnings transcript. The compa ...

Renault Group is to acquire full ownership of Flexis SAS, the joint venture established by the three companies - Renault Group, Volvo Group and CMA CGM Group - in 2024 to create a new generation of electric vans. Renault also said it has secured long-term financing and industrial backing to accelerate the development and delivery of ‘next-generation’ fully electric light commercial vehicles (LCVs). Alongside this, Krishnan Sundararajan has been appointed CEO, effective 23 February 2026, to lead the next p ...

Core Insights - Mobilize Financial Services experienced a 3.3% increase in new financings, reaching €22.3 billion in 2025, reflecting strong operational management and commercial dynamism within the Renault Group [2][8] - The company reported pre-tax income of €1,181 million, slightly up from €1,179 million in 2024, indicating stable financial performance [6][18] Sales Performance - New financing volumes increased by 3.3% compared to 2024, driven by higher registrations for Renault Group, Nissan, and Mitsubishi [8] - The number of financing contracts rose by 1.7% to 1,270,556 in 2025 [8] - The penetration rate for electrified vehicles reached 46.6%, significantly higher than other engine types, which indicates a growing market for electric mobility [6][9] Financial Performance - Net Banking Income (NBI) was €2,224 million, a 2.7% increase from 2024, attributed to higher outstandings and improved financial margins [15] - Operating costs amounted to €747 million, representing 1.26% of Average Performing Assets (APA), showing a slight improvement from the previous year [17] - Total cost of risk was 0.36% of APA, up from 0.31% in 2024, but remains in line with historical averages [18] Customer Engagement and Services - Mobilize Financial Services sold 3.6 million service and insurance contracts in 2025, a decrease of 2.3% from 2024, with a focus on higher value-added services [10] - The company launched new insurance products in key markets, enhancing customer loyalty and adapting to evolving mobility needs [11][19] - The Net Promoter Score (NPS) improved to +60, indicating a high level of customer recommendation [13] Strategic Developments - The company continues to strengthen its partnerships, including a renewed collaboration with Nissan and a new partnership with Geely in Brazil, which supports its growth strategy [5] - Mobilize Financial Services is expanding its savings collection activities, having launched operations in Poland, contributing to a competitive funding source [16][22]

Group 1 - Renault Group is considering a plan to manufacture its next generation of compact electric vehicles (EVs) at its Palencia plant in Spain [1] - The company has previously produced all of its EVs in France and is now expanding its electric vehicle lineup [1] - Renault faces significant competition from low-cost Chinese manufacturers in its primary European markets [1]

Core Insights - Renault forecasts a decline in margins for 2026, projecting around 5.5% compared to 6.3% in the previous year, due to increasing price pressures from competitors [1][2][3] - The company reported a 15% drop in operating profit for the last year, attributed to pricing pressures that accounted for over 700 million euros of the profit decline [1][2][3] Financial Performance - Renault's operating profit for 2025 was 3.6 billion euros ($4.24 billion), aligning with analyst expectations [1][2] - The group recorded a full-year net loss of 10.9 billion euros, its first loss in five years, primarily due to a one-off writedown of 9.3 billion euros related to its stake in Nissan [1][2][3] - Revenue increased by 3% year-on-year to 57.9 billion euros, with sales volumes rising by 3.2% to 2.34 million vehicles in 2025 [1][2][3] Market Environment - The automotive market in Europe is becoming increasingly competitive, particularly with the entry of more Chinese brands and aggressive strategies from rivals like Stellantis [1][2] - Renault aims to combat this competition by focusing on cost reduction, targeting a decrease of around 400 euros per vehicle in variable costs [1][2][3] Strategic Outlook - The company plans to leverage its Duster SUV to enhance its presence in the Indian market while also expanding in South America [1][2] - Renault's management expressed confidence in sustaining growth in Europe despite the strong competition from Chinese manufacturers [1][2][3]

Press releaseFebruary 19, 2026 Renault Group demonstrates its resilience, the robustness of its strategy, and moves forward with confidence Renault Group achieved strong profitability and cash generation, delivering on its 2025 financial outlook, updated on July 15, 2025: Group revenue: €57.9 billion, +3.0% and +4.5% at constant exchange rates1 vs. 2024. This robust performance was driven by its complementary auto brands, all three of them delivering growth supported by the International Game Plan roll-out ...

PRESS RELEASE February 18, 2026 Evolution in the composition of the Board of Directors Boulogne-Billancourt, February 18, 2026 – The Board of Directors of Renault, during its meeting held today, decided, upon recommendation of the Governance and Compensation Committee, to propose to the Shareholders’ General Meeting of April 30, 2026, the appointment of Marie-José Donsion as an independent director for a four-year period. She will succeed Pierre Fleuriot, whose term of office expires at the end of the Share ...

Core Insights - Foresight Autonomous Holdings Ltd. announced successful completion of a large-scale live trial for the SafeCycloMove "Collision Prevention" project in Bordeaux, France, in collaboration with Renault Group and Orange S.A. [1] - The trial demonstrated positive technical performance, confirming the readiness of Eye-Net's vehicle-to-everything (V2X) collision-prevention technology in a public transportation environment [2][4] - The results of the trial have initiated ongoing commercial discussions for further implementation and commercialization of the technology [3] Company Overview - Eye-Net Mobile Ltd., a majority-owned subsidiary of Foresight, develops next-generation V2X collision prevention solutions aimed at enhancing road safety and situational awareness for urban mobility [5] - Foresight Autonomous Holdings Ltd. focuses on advanced 3D perception systems and cellular-based applications, with subsidiaries including Foresight Automotive Ltd. and Eye-Net Mobile Ltd. [7][8] Trial Details - The trial involved integration of Eye-Net's software development kit into multiple applications, facilitating real-time data exchange between buses and cyclists to prevent collisions [3] - Key performance metrics evaluated during the trial included positioning accuracy, ultra-low latency, stable real-time communication, and scalability under heavy load [2][4]

Core Viewpoint - Renault Group reported a 3.2% increase in sales volumes for 2025, driven by strong demand for passenger vehicles, especially in international markets, which helped mitigate a significant decline in European van sales [1] Group 1: Sales Performance - The sales volumes of Renault Group rose by 3.2% in 2025 [1] - Strong demand for passenger vehicles was a key factor in the sales increase [1] - The growth in sales helped offset a notable decline in European van sales [1]

Core Insights - Renault Group achieved a third consecutive year of growth, with a total of 2,336,807 vehicles sold globally in 2025, reflecting a 3.2% increase compared to 2024, outperforming the overall market growth of 1.6% [4][15] - The growth was driven by strong international sales and a focus on electrification, with two-thirds of Renault's sales being electrified vehicles (EV and HEV) [2][4] Renault Brand Performance - Renault sold 1,628,030 vehicles in 2025, marking a 3.2% increase, with a notable 10.0% growth in global passenger car sales [4][14] - In Europe, Renault secured the second position in the passenger car and light commercial vehicle market, achieving a 7.4% growth in passenger car sales [3][4] - Full hybrid sales rose by 17.0%, reaching approximately 287,000 units, which accounted for 38.4% of the brand's passenger car sales, significantly above the market average [3][4] Dacia Brand Performance - Dacia recorded 697,408 vehicle sales in 2025, representing a 3.1% growth compared to 2024, and became the second-largest brand among retail customers in Europe [7][8] - The brand's hybrid sales more than doubled, increasing by 121.7%, now accounting for 19.2% of its total passenger car sales [10] Alpine Brand Performance - Alpine achieved a historic performance with 10,970 vehicle registrations in 2025, reflecting a remarkable growth of 139.2% [10][11] - The brand's expansion included the successful launch of the Alpine A290 and the introduction of the new Alpine A390, which is expected to attract new customers [10][11] International Sales Growth - Renault's international sales grew by 11.7%, with significant increases in core markets such as Latin America (+11.3%), South Korea (+55.9%), and Morocco (+44.8%) [4][6] - Outside Europe, Renault's passenger car and light commercial vehicle sales accounted for 38% of total brand volumes, up by 2.9 points [6] Electrification Strategy - Renault Group's electrification offensive continued, with approximately 400,000 hybrid vehicles sold (+35.1%) and around 194,000 electric vehicles sold (+76.7%) in 2025 [4][5] - The Renault brand's electric vehicles now account for 20.2% of its passenger car sales, supported by new models and a strong focus on hybrid sales [5][10] Future Outlook - In 2026, Renault Group plans to continue its product offensive, introducing new models such as the Renault Clio and Twingo E-Tech electric, while expanding its international growth strategy [4][13]