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Hyundai Motor Company (005380) investor relations material
Hyundai Motor Company 2025 CEO Investor Day summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic vision and global expansion
Targeting 5.55 million vehicle sales by 2030, with 3.3 million electrified units and a diversified global footprint across North America, Europe, Korea, and emerging markets.
U.S. remains the largest and most strategic market, with over $26 billion investment planned between 2026 and 2028, including a new low-carbon steel mill and robotics hub.
Localization is a key focus, aiming for over 80% of U.S. sales to be produced locally by 2030, increasing local supply chain content and plant utilization.
Expansion of production capacity by 1.2 million units globally by 2030, with new plants in India, Korea, and Saudi Arabia.
Strategic partnerships with GM, Amazon, and Waymo to accelerate innovation, market entry, and digital transformation.
Electrification and technology leadership
Comprehensive electrification strategy includes hybrids, battery EVs, and fuel cell vehicles, with hybrid sales prioritized for key markets like the U.S.
Next-generation hybrid and EV platforms launching from 2025, with advanced battery technology targeting 30% lower cost and 15% higher energy density by 2027.
Industry-leading battery management systems and cloud-based diagnostics to enhance safety and reliability.
Fuel cell leadership with over half of global FCEV sales and next-gen systems aiming to double power and durability while reducing costs.
Software-defined vehicle (SDV) strategy built on a unified hardware platform, proprietary vehicle OS, next-gen infotainment, and AI-driven features for autonomy and personalization.
Product and brand development
Focus on high-margin segments: large SUVs, pickup trucks, light commercial vehicles, and high-performance N models.
Genesis luxury brand targets 350,000 annual sales by 2030, expanding with new flagship models, bespoke programs, and electrified powertrains.
Commercial vehicle business to ramp up in North America, including electric LCVs and fuel cell trucks.
New product launches tailored to regional needs, including entry EVs for Europe, localized EVs for India and China, and expanded hybrid offerings.
Partnerships with GM to co-develop five vehicle types targeting 800,000 units by 2028 across the Americas.
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