Stellantis(STLA) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Net revenues reached €743 billion, a decrease of 13% year-over-year [11, 15, 19, 37] - Adjusted Operating Income (AOI) was €05 billion, with an AOI margin of 07%, a decrease of 930 bps [11, 15, 22, 37] - Industrial Free Cash Flow (FCF) was negative €30 billion, compared to negative €04 billion in the previous year [11, 15, 28, 37] - Adjusted Diluted EPS was €018, a decrease of 92% [15, 37] Regional Performance - North America (NA) reported net revenues of €282 billion and an AOI loss of €10 billion, with an AOI margin of negative 34% [34] - Enlarged Europe reported net revenues of €292 billion and an AOI of €90 million, with an AOI margin of 00% [34] - South America reported net revenues of €78 billion and an AOI of €12 billion, with an AOI margin of 153% [34] - Middle East & Africa reported net revenues of €49 billion and an AOI of €08 billion, with an AOI margin of 155% [34] Strategic Initiatives and Outlook - The company estimates a net tariff impact of approximately €15 billion for 2025 [11, 40] - H2 2025 guidance indicates sequential improvement in net revenues and industrial FCF compared to H1 2025, with a low-single digit AOI margin [11, 42] - The company is adapting to evolving tariffs and focusing on mitigation strategies [39, 41]