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Business Philosophy26 Mar 2024
John Elkann: Leading Stellantis, Ferrari, and Exor to New Heights
As the Chairman of Stellantis and Ferrari and CEO of Exor, John Elkann is arguably the most influential person in the global automotive sector.
Stellantis (STLAM) investor relations material
Stellantis Kepler Cheuvreux Autumn Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Kepler Cheuvreux Autumn Conference 2025 summary11 Sep, 2025
Leadership and strategic priorities
New leadership team reduced from over 35 to under 15 members, aiming for higher quality governance and decision-making.
Three main priorities: business growth, flawless industrial execution, and increased profits, with a focus on visible, gradual improvement in business indicators quarter by quarter.
Emphasis on product launches, especially in North America, to regain lost market share and drive growth.
Strong focus on rigorous inventory management and improved dealer relationships to support growth.
Commitment to quarterly earnings calls starting next year to demonstrate progress.
Product launches and market initiatives
Relaunch of key nameplates (Jeep Cherokee, Dodge Charger, Ram 1500 with V8) to address previous market share losses in North America.
Introduction of new models in white space segments, such as the Ram midsize pickup truck, with a 2027 launch planned.
Pioneering range-extended powertrains (REV) in the U.S. pickup market, starting with the Ram 1500 and Jeep Grand Wagoneer.
Strong order intake for new launches, indicating positive dealer and customer reception.
Financial services unit in North America expected to boost demand as interest rates stabilize or decline.
Regional strategies and performance
North America prioritized for turnaround, with focus on product, inventory, and dealer relations.
Europe faces challenges from regulation and declining volumes; ramp-up of Smart Car and STLA Medium platforms underway, with new models and cost-competitive, flexible architectures.
Advocacy for regulatory flexibility in Europe, including incentives for car park renewal and super credits for small cars.
Leapmotor partnership expanding in Europe and globally, with industrial collaboration and strong BEV sales growth.
South America, Middle East, and Africa (the "third engine") show strong market leadership, driven by high localization and tailored products.
NA market share recovery plan details?
EU CO2 targets: What flexibilities are key?
Key levers to turn cash generation corner?
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Next Stellantis earnings date
Q3 2025 TU30 Oct, 2025
Next Stellantis earnings date
Q3 2025 TU30 Oct, 2025
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Frequently asked questions
One of the World's Largest Auto Manufacturers
Stellantis is a multinational automotive manufacturing corporation that ranks among the world's largest. Born from the merger of Fiat Chrysler Automobiles and Groupe PSA in 2021, Stellantis brings together a collection of iconic automotive brands, including Fiat, Chrysler, Peugeot, Citroën, and Jeep, among others. Operating in over 130 countries, Stellantis's operations span the globe, with a strong presence in Europe, North America, and emerging markets.
A Union of Auto Titans
Stellantis’s lineage carries a rich history and heritage in the automotive industry, thanks to the diverse brands it has inherited from its parent companies. Chrysler’s legacy stretches back to 1925, and Fiat’s even further to 1899. Brands like Peugeot, Maserati, and several others are also included under the broader Stellantis umbrella. These brands have made significant contributions to the automotive industry over the years and continue to be central to the company’s identity, even if they are now part of the larger Stellantis family.
The Global Reach of Stellantis
Stellantis, with its vast array of brands and models, offers a diverse range of vehicles that span from luxury cars and sporty performance models to rugged SUVs and practical family vehicles. With around 400,000 employees, the auto giant operates over 40 manufacturing plants worldwide and maintains a presence in more than 130 countries. Its products and services cater to a diverse customer base, from private individuals to fleet operators, government agencies, and commercial entities. Today, Stellantis stands as one of the world's biggest automakers behind names like Toyota and Volkswagen.
Welcoming the Future of Auto Industry
Stellantis has recognized the industry's shifting landscape and the inevitable electric future. The company is investing in the development and production of electric and hybrid vehicles, in tune with the global shift toward cleaner and more sustainable transportation. The company has outlined plans to transition to electric mobility and aims for a net-zero carbon footprint by 2038, with intermediate targets of reducing CO2 emissions by 50% by 2030 compared to 2010 levels. Furthermore, Stellantis is also exploring advanced driver assistance systems (ADAS) and autonomous driving technologies.
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