Elevate 2028
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Valeo SE (VLEEY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-11-21 20:33
Core Viewpoint - Valeo is outlining its strategic plan, "Elevate 2028," which focuses on three key engines to drive growth and profitability through 2028 [1][2]. Group 1: Profit Growth - The first engine of Valeo's strategy is to steadily increase profits, with a commitment to continue the profit growth trend established since 2022 [1]. Group 2: Cash Generation - The second engine focuses on consistently generating higher levels of cash, with 2025 identified as a turning point for cash generation, achieving the highest cash outturn in the company's history [2]. - Valeo has transformed its business model to structurally generate higher cash by reducing expenditures on capital expenditures (CapEx) and research and development (R&D) while increasing profits [2].
Valeo (OTCPK:VLEE.F) 2025 Capital Markets Day Transcript
2025-11-20 10:32
Valeo (OTCPK:VLEE.F) 2025 Capital Markets Day November 20, 2025 04:30 AM ET Company ParticipantsStephen Benhamou - VP of Equity Research and European AutomotiveMarc Vrecko - CEO of Valeo Brain Division and Valeo Group EVPEdouard de Pirey - CFOJosé Asumendi - `Head of Global Autos and European Autos Equity ResearchMaurizio Martinelli - CEO of Valeo Light Division and Valeo Group EVPThomas Besson - Head of Automotive ResearchChristophe Périllat - CEOVanessa Jeffriess - VP of UK Industrials and EU Auto Supplie ...