Financial Performance Decline: Stellantis reported a consolidated shipment decline of 7% year-over-year (YOY) in H1 2025, totaling 2.7 million units. Net revenue dropped 13% to EUR 74 billion, impacted by adverse regional mix, lower pricing, and foreign exchange headwinds. Adjusted diluted earnings per share plummeted in line with the AOI, which stood at EUR 540 million with a 70 basis point margin, down from 10% margin in H1 2024.

Cash Flow & Working Capital Outlook: The company posted an industrial free cash flow outflow of EUR 3 billion in H1 2025. However, it forecasted a significant decrease in cash burn in H2, driven by improved AOI and stabilized working capital. The guidance for H2 expects a gradual improvement with net revenue increases and low single-digit AOI margins.

Product Launches as Growth Catalyst: Stellantis plans to launch 10 new products in 2025, including the new Jeep Cherokee and Ram 1500 Express. These launches are expected to bolster volume and improve profitability. The company aims to reintroduce well-received nameplates and electrified powertrains, aligning product offerings with customer demand.