SUPPLY CHAIN STRATEGIES
This increase occurred despite a 10.1 per cent decline in total customer deliveries to 279,449 vehicles. Jochen Breckner noted that production was kept below dealer sales to manage inventory levels effectively. This strategy is essential for protecting the brand’ s pricing power during periods of intense competition. The Automotive EBITDA margin fell to 13.3 per cent in 2025, but the company remains in a strong financial position with high liquidity. For 2026, sales revenue is expected to be in the range of 35 to 36 billion euros, with a forecasted net cash flow margin between 3 and 5 per cent.
Addressing delivery gaps and regulatory hurdles Regulatory requirements have created delivery gaps for several key models, impacting the company’ s logistics and sales figures. In 2025, these gaps affected the 718 Boxster, Cayman, and the combustion-engined Macan. These models were particularly impacted by new regulations, leading to a decline in overall delivery figures. To address these gaps, the management team is focusing on a stronger core business and the quality-oriented ramp-up of new models like the Cayenne Electric. The group is taking the time needed to examine technical feasibility and engage with social partners. This ensures that only robust and deliverable plans are announced to the public. By making the company leaner and faster, the organisation aims to become more agile in responding to future regulatory changes.
86 July 2026