BMW Group (BMW) Pre-close call presentation summary

Sales performance and market environment

• Total global sales declined by 3.5% year-over-year, with 588,000 units sold in Q1 2026 compared to 621,000 in Q1 2025.

• Internal combustion engine (ICE) deliveries supported overall sales amid challenging market conditions.

Battery electric vehicle (BEV) and electrified vehicle trends

• BEV sales dropped 20.1% year-over-year, with 87,000 units sold in Q1 2026 versus 110,000 in Q1 2025.

• BEV share of total sales in Q1 2026 was 15.5%, while XEV (electrified vehicles) accounted for 23.4%.

• BEV sales in Europe remained stable, but other regions experienced declines in line with market trends.

Regional sales and electrification

• Europe remained the largest sales region, growing 3.0% year-over-year to 237,000 units in Q1 2026.

• BEV share in Europe reached 25.3%, and XEV share was 39.5% of total sales.

• Sales in the USA and China declined by 4.3% and 10.0% respectively, with lower BEV and XEV shares compared to Europe.

• Americas region sold 110,000 units, with BEV at 16.0% and XEV at 21.7% of sales.