Kia (000270) investor relations material

Q2 performance and financial results

• Q2 retail volume 839k, up 5.8% YoY; global industry demand fell 3.8%; XEV sales rose 60% to 296k, a 35.3% mix.

• Q2 wholesale volume 852k, up 4.5%; revenue reached W33.0tn, up 12.6%; operating profit was W2.629tn, down 4.9%, with an 8.0% margin.

• Net profit rose 2.6% to W2.328tn; consolidated sales units increased 4.3% to 803,985.

Electrification and product strategy

• 2030 targets include 4.134m sales, a 4.5% market share and 52% XEV mix, with 1m additional units versus 2025.

• BEV sales target: 1.002m in 2030 versus 248k in 2025, a 32% CAGR; HEV target: 1.104m versus 468k, a 19% CAGR.

• Product plans expand affordable BEVs, HEVs across more models, PBVs and new segments; the lineup plan grows from 32 operating models in 2026 to 33 in 2030.

Regional and production strategy

• 2030 sales targets: U.S. 1.02m, Western Europe 746k and India 410k; Western Europe targets 494k EV sales, or 66% of regional sales.

• Emerging-market sales target 1.484m by 2030, up 489k from 2025; regional plans include growth in India, Latin America, Africa and the Middle East, CIS, and Asia Pacific.

• North American production ratio target rises from 56% in 2025 to 67% in 2030; emerging-market CKD sales proportion increases by 4 percentage points.