VFS VinFast (VFS) Q4 FY25 earnings call
VinFast achieved record EV and 2-wheeler deliveries in Q4 FY25, driving significant revenue growth and gross margin improvement, primarily due to increased scale and cost optimization. The company is strategically expanding its global manufacturing footprint and product portfolio, including next-gen and range extender EVs, while focusing on software-defined vehicles and AI integration to drive future profitability. Despite a one-time impairment charge for its US factory, VinFast remains committed to its long-term growth and market expansion plans.
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VFS operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Vehicle deliveries | 86.557KIn Q4 alone, we delivered 86,557 EVs.Source: earnings call transcript | 58.577KQ1 '26 deliveries were 58,577 units, an increase of 61% year-over-year despite being the seasonally slowest quarter.Source: earnings call transcript | -32.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.