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Iveco Group (IVG) investor relations material
Iveco Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Announced combination with Tata Motors to create a diversified global mobility leader, pending separation and sale of Defence business to Leonardo for €1.7 billion, with headquarters remaining in Turin and no workforce reduction.
Q2 2025 marked by disciplined execution, positive free cash flow, and margin improvements in Bus and Defence segments despite lower industry demand in European Truck and Powertrain.
Order intake increased year-over-year across all Truck segments and regions, with Bus and Defence maintaining strong momentum and visibility.
Revised full-year guidance downward due to delayed recovery in light duty trucks and ongoing macroeconomic uncertainties.
Completed sale of Fire Fighting business unit to Mutares in January 2025; one-off effects excluded from adjusted metrics.
Financial highlights
Q2 2025 consolidated net revenues: €3.78 billion, down 3.5% year-over-year; industrial activities net revenues: €3.7 billion, down 3.1%.
Group adjusted EBIT: €215 million (5.7% margin), industrial activities adjusted EBIT: €187 million (5.1% margin), both down ~180 bps year-over-year but up sequentially.
Adjusted net income: €106 million, down €56 million year-over-year; adjusted diluted EPS: €0.39.
Free cash flow: €145 million, a €243 million improvement year-over-year, driven by improved working capital and lower investments.
Available liquidity: €4.7 billion as of June 30, 2025, including €1.9 billion undrawn committed facilities.
Outlook and guidance
Full-year 2025 guidance revised downward: group adjusted EBIT now €880–980 million (was €980–1,030 million); industrial activities adjusted EBIT: €750–850 million (prior: €850–900 million); industrial activities net revenues expected down 3–5% year-over-year.
Industrial activities free cash flow expected at €350–400 million.
European light duty truck industry forecasted down 10–15% for full year 2025; medium duty trucks revised to 26,000 units; heavy duty unchanged.
South America: light duty outlook confirmed, but medium/heavy duty trucks forecasted down 5–10% due to Brazil's weak demand.
CapEx plus OpEx savings of €150 million confirmed for 2025, with potential for further savings.
How will Tata Motors acquisition impact IDV/ASTRA?
Why was FY 2025 guidance revised downward?
Explain the increase in net financial expenses.
Bridge defense sale EV to dividend per share
Elaborate on Tata Motors deal synergies
H2 production adjustments by segment
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Next Iveco Group earnings date
Q3 20256 Nov, 2025
Next Iveco Group earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Iveco Group N.V. designs, manufactures, and sells commercial vehicles, powertrains, and related services. Its portfolio includes trucks, buses, firefighting vehicles, and industrial engines. The company serves transportation, logistics, and construction sectors in global markets. The company is headquartered in Turin, Italy, and its shares are listed on the BIT.
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