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Automotive
Honda’s return profile has deteriorated materially, with ROE declining to 6.7% in FY25 from 9.3% in FY24, while ROIC and ROCE fell to 4.94% and 3.81%, respectively, well below estimated cost of capital.
Toyota’s electrification strategy is structured to protect returns, with hybrids forming the economic backbone while BEVs and hydrogen are scaled selectively.
Mercedes-Benz is operating in a consolidation and transition phase rather than a volume-led growth cycle. Post-COVID demand normalization and a more cautious global auto environment have reduced visibility on sustained volume recovery.
Ford Pro remains a standout business, leveraging strong positioning in commercial vehicles, fleet services, and connected uptime solutions—segments with higher margins, recurring revenue, and lower cyclicality.
North America remains PACCAR’s most important and highest-margin market, yet it currently shows the deepest contraction—with Q3 and 9MFY25 deliveries materially lower and freight dynamics still soft.
Volvo’s electrification roadmap—highlighted by PU2000 BESS, expanding electric CE portfolio, and rising electric deliveries—is strategically sound but remains inherently margin-dilutive at current scale.
Rivian has marked its second consecutive quarter of positive gross profit, aided by cost improvements across product design, supply chain, and manufacturing.
Lucid reflected on the formidable challenges it faced during its formative years especially during COVID-19, when both supply chains and labor availability were highly constrained.
Overall operating income increased slightly by 2.1% YoY to KRW 3.6 trillion, supported in part by the performance of the finance division, which posted a 34.3% increase in operating profit.
Volvo Group’s Industrial Operations show a fluctuating but generally positive financial performance across key metrics.
The company closed FY 2024 with strong financial performance, driven largely by robust cash generation from its industrial business.
2024 proved to be a turbulent year, particularly in the automotive sector, as Mercedes-Benz faced headwinds from macroeconomic uncertainty and geopolitical complexities.