Kia (000270) Investor presentation summary

Global strategy and 2030 targets

• Target 4.2M wholesale units by 2030, outpacing projected industry growth with diversified powertrains, new segments and SDV transition.

• xEV mix target 56% in 2030: 30% EV and 26% XHEV; ICE share 44%.

• HEV sales target rises from 383k units in 2024 to 993k in 2030; EV target grows from 194k to 1.259M units.

• 2030 regional sales target totals 4.19M units, with developed markets at 2.464M (59%) and emerging markets at 1.726M (41%).

Product expansion and new segments

• Operating lineup remains 32 models through 2030, while EV models expand from 9 to 15 and ICE models, including HEV, decline from 23 to 17.

• Affordable EV2, EV3, EV4 and EV5 expansion targets early-majority adoption; flexible mixed-production plants are intended to raise utilization and limit facility investment.

• PBV target is 250k units by 2030, with applications including hailing, logistics and wheelchair-accessible vehicles; Tasman targets 80k annual units in Korea, Australia and emerging markets.

• North American EV pickup launch targets 90k annual units on a new platform.

SDV transition

• SDV roadmap moves from platform development through 2024 to full-stack internalization by 2026 and advanced hardware-software integration from 2027.

• Pleos Vehicle OS and CODA E&E architecture support the transition; roadmap includes advanced autonomous driving at L2+ and beyond.

• Software-driven ADAS and connectivity options are intended to lift ASP; SDV sales roadmap progresses from platform development to mass production in 2027.