BMW Group (BMW) Pre-close call presentation summary

Retail deliveries

• Global retail volumes declined 4.9% in Q1, 6.3% in Q2 and 3.5% in Q3 2026.

• Ongoing weakness in China weighed on volumes, while Europe and the US recorded growth.

Electrification

• BEV retail growth accelerated to 7.2% in Q3 2026, following a 20.1% decline in Q2; Q1 growth was 5.2%.

• BEVs represented 20.0% of Q3 sales and XEVs 27.4%.

Regional performance

• Q3 sales grew 2.6% in Europe and 2.5% in the US, while China declined 24.8%.

• Asia-Pacific, Eastern Europe, Middle East and Africa sales declined 10.9%; Americas sales totaled 130k units.

• Q3 BEV/XEV shares: Europe 34.7%/46.9%, US 4.7%/11.4%, China 6.5%/6.6%, and Americas 18.0%/23.3%.