Stellantis N.V. has recorded a €22.3 billion (approximately A$37.1 billion) net loss for the 2025 financial year, after booking €25.4 billion (A$42.2 billion) in charges linked to a major reset of its electrification strategy.
The multinational automotive group, parent company to brands including Jeep, Ram, Peugeot and Fiat, said the writedown reflects a recalibration of its EV rollout in response to softer global demand and shifting regulatory settings.
Revenue dips, dividend suspended
Stellantis reported net revenues of €153.5 billion (A$225.1 billion) for 2025, down 2 per cent compared to 2024, primarily due to foreign exchange headwinds and pricing pressure earlier in the year.
As part of efforts to protect its balance sheet, the company has:
- Suspended its 2026 dividend
- Approved up to €5 billion in hybrid bond issuance
- Maintained €46 billion in available industrial liquidity
Second-half rebound
Despite the full-year loss, Stellantis reported improved momentum in the second half of 2025.
Shipments rose 11 per cent year-on-year to 2.8 million vehicles, with North America delivering the strongest growth. Net revenues increased 10 per cent in H2 compared to the same period in 2024.
The company also reported improvements in early-life vehicle quality metrics across key regions.
What does it mean for Australia?
While the reset is global in scope, it signals a broader shift towards offering a mix of electric, hybrid and internal combustion models rather than prioritising full electrification.
Upcoming global products likely to influence the Australian portfolio include:
- The new-generation Jeep Cherokee
- The petrol-powered Dodge Charger SIXPACK
- The return of the Ram 1500 HEMI V8
- Electric versions of the Citroën C5 Aircross and Jeep Compass
Stellantis expects mid-single-digit revenue growth in 2026 and has forecast progressive improvement in profitability, with a return to positive industrial free cash flow anticipated in 2027.
Comments
New Comment