VinFast (VFS) Q2 FY26 earnings call

VinFast reported significant delivery and revenue growth in Q2 FY26, driven by strong performance in both 4-wheelers and 2-wheelers, particularly in Vietnam and emerging international markets. The company is strategically shifting to an asset-light manufacturing model and investing in a real estate project to enhance its financial profile and support long-term EV business growth, aiming for EBITDA breakeven in the medium term.