Mercedes-Benz Annual Results Conference 2025 and Capital Market Day 2026

Описание: ▪ Results: Mercedes-Benz Group delivered results within expectations and guidance. 2025 revenues reach €132.2 billion, adjusted EBIT €8.2 billion, shaped by global tariffs, foreign exchange headwinds and intense competition in China, and mitigated by cost savings of more than €3.5 billion at Mercedes-Benz Cars.
▪ Return on Sales: Adjusted RoS of 5.0% for Mercedes-Benz Cars, adj. RoS of 10.2% at Mercedes-Benz Vans and an adj. RoE of 9.7% at Mercedes-Benz Financial Services.
▪ Cash generation: Solid free cash flow of €5.4 billion from the industrial business in 2025.
▪ Attractive returns: Mercedes-Benz delivered a total shareholder return of more than 20% in 2025. Dividend proposal of €3.50 per share.
▪ FY 2026 Guidance: Group revenue seen at the prior-year level, Group EBIT seen significantly above the previous year’s level, and free cash flow of the Industrial Business seen slightly below 2025. Return on Sales adj. Mercedes-Benz Cars seen at 3–5%, Mercedes-Benz Vans 8–10%,
Return on Equity adj. at Mercedes-Benz Financial Services 10–12%.
▪ Mid-term targets: In the mid-term, Mercedes-Benz Cars sales are seen at approximately 2 million vehicles, including a more than 15% increase in Top-End sales and a doubling of the xEV share.

Mercedes-Benz Group delivered annual results within guidance, supported by sales of Top-End Vehicles and rigorous cost discipline, driving cash generation and enabling the company to navigate a complex and dynamic global landscape in 2025. Top‑End cars reached 15% of overall sales for Mercedes-Benz Cars in 2025. Leveraging this solid foundation, 140 years after Carl Benz registered his patent for the first motor car, Mercedes-Benz is accelerating the rollout of new products to drive future growth.

Ola Källenius, Chairman of the Board of Management, Mercedes-Benz Group AG: “The Mercedes-Benz Team did an outstanding job in 2025 as we successfully kicked off our biggest-ever product and tech launch programme. We debuted class-leading innovations such as the MB.OS operating system, our new point-to-point assisted driving system and unveiled a new level of electric performance with the Concept AMG GT XX. Amid a dynamic market environment, our financial results remained within our guidance, thanks to our sharp focus on efficiency, speed, and flexibility. Now we are all set for 2026: The launch of more than 40 new models over only three years continues at an even higher pace. Strong demand for our new CLA, GLC, or S-Class proves that our customers are excited about our new models. We are moving forward with a clear game plan and a very competitive product portfolio.”

Mercedes‑Benz successfully kicked off 2025 with the all‑new CLA and closed the year with the presentation of the all‑new GLB — both entry points into the Mercedes‑Benz brand — as well as the all‑new GLC, a key core segment vehicle. The all-new CLA’s recognition as Europe’s “Car of the Year 2026” and the award of Euro NCAP’s “Best Performer” among vehicles tested in 2025 underlines its competitive strength. All three vehicles set the pace in their respective segments as part of a campaign to introduce more than 40 new models by 2027. All models have received exceptional market feedback, with order books filled well into the second half of 2026 and production running on three shifts to meet high demand, which helped drive a strong sequential uplift in quarterly BEV volumes.

Mercedes-Benz also unveiled a significant upgrade to its flagship S-Class, including a comprehensive powertrain update with a new V8 and the Mercedes-Benz Operating System (MB.OS), extending the technology rollout further into Mercedes-Benz’s Top-End vehicles and ICE segments. For elevated intelligence, the new S‑Class features an updateable MB.OS Supercomputer and fourth-generation MBUX and MB.DRIVE ASSIST PRO point‑to‑point assisted driving, first in China, followed by the U.S. later in 2026.

Video Timeline
0:00 – Mercedes-Benz Annual Results Conference 2025
36:29 – Mercedes-Benz Capital Market Day 2026