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OPmobility (OPM) investor relations material
OPmobility Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary22 Oct, 2025
Executive summary
Achieved organic revenue growth of 2.6% in Q3 2025, driven by strong performance in North America and Asia, and continued expansion in India.
Over 75% of revenue is powertrain-agnostic, supporting resilience amid EV subsidy volatility and regional market shifts.
The company’s diversification strategy, flexible cost structure, and rapid adaptability enabled navigation of a complex, volatile market environment.
Confirmation of 2025 financial targets, including improvements in operating margin, net result, free cash flow, and ongoing deleveraging.
Accelerated development in India with new production capacities and a goal to double or triple sales by 2030.
Financial highlights
Q3 2025 economic revenue was €2,746 million, up 2.6% like-for-like year-over-year, with a negative FX impact mainly from the US dollar.
North America posted organic growth of 9%, with the U.S. up 12.1% like-for-like; Asia revenue rose 15.9% like-for-like, outperforming automotive production.
Europe revenue declined 5.3% like-for-like due to extended OEM shutdowns, especially in modules.
Exteriors & Lighting segment revenue up 4.2% like-for-like; modules down 1.7% like-for-like; powertrain up 5.4% like-for-like.
Joint ventures reported strong like-for-like growth of 32.1% in Q3 2025.
Outlook and guidance
2025 outlook confirmed: targets for improved operating margin, net result, free cash flow, and significant debt reduction versus 2024.
Expects continued strong performance in North America and Asia, with India and China as key growth drivers.
Ongoing focus on cost control, investment discipline, and diversification strategy.
Module segment profitability and group KPIs expected to be higher in H2 2025 versus H2 2024.
India: How will you achieve 2030 revenue targets?
Module business: Future growth and selectivity?
Structural cost reduction: Key drivers for 2026?
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Next OPmobility earnings date
Q4 202525 Feb, 2026
Next OPmobility earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
OPmobility SE is a French company that specializes in the development, production, and sale of automotive components, primarily focusing on exterior lighting systems, battery systems, and electrification solutions for electric vehicles. The company operates across various global markets, including Europe, North America, Asia, and other regions, providing crucial components that support the automotive industry's transition to electric mobility. The company is headquartered in Levallois-Perret, France, and its shares are listed on the Euronext Paris.
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