Scelte strategiche gruppo Stellantis NV

[AlfaZeta6]

23 minuti fa, v13 scrive:

 

questi ce se magneno

 

(scusa @4200blu questa non credo che il traduttore automatico te la traduca)

 

 

 

stiamo dando per scontato che i cinesi li vogliano

Si parla di un ipotetico interessamento infatti

[AleMcGir]

E' tempo di ferie... Anche per il topic, in attesa della sistemazione dei vari ot, andate al mare a mostrar le...

[j]

Stellantis non escude una cessione di Maserati

Ecco cosa ha detto ai giornalisti la direttrice finanziaria del Gruppo, Natalie Knight

La direttrice finanziaria del Gruppo, Natalie Knight, ha detto che “ci potrebbe essere una valutazione in futuro su quale sia la migliore Casa per Maserati” fermo restando che “per ora siamo impegnati a creare quanto più valore possibile per il marchio”.

 

https://it.motor1.com/news/727860/stellantis-cessione-maserati/

 

[nicogiraldi]

scontata ormai la "vendita" a Ferrari

[Alain]

1 minuto fa, nicogiraldi scrive:

scontata ormai la "vendita" a Ferrari

Speriamo ma non sarei così sicuro… ha più senso per un produttore cinese che cerca un marchio nobile per fare le BEV in Cina e venderle qua con il marchio Maserati, in stile Lotus. 
 

Vedremo che succede. 

[j]

Cita

One Equity Partners investe in Comau per favorire una maggiore crescita del leader italiano dell’automazione industriale

 

• One Equity Partners (OEP) diventerà azionista di maggioranza di Comau; Stellantis rimarrà un azionista di minoranza attivo
• Lo spin off di Comau fa parte dell’accordo strategico siglato alla creazione di Stellantis nel gennaio del 2021
• Con la nuova proprietà, Comau avrà accesso a fondi aggiuntivi che le consentiranno di rafforzare e ampliare le sue radici italiane e di accrescere le proprie competenze in diversi settori  
• La composizione del management, inclusi Executive Chairman e CEO, resterà immutata dopo la conclusione dell’accordo

 

AMSTERDAM, 25 luglio 2024 – Stellantis N.V., uno dei più grandi produttori di veicoli e fornitori di mobilità nel mondo, e One Equity Partners (“OEP”), Fondo di investimento internazionale, hanno annunciato oggi che OEP ha sottoscritto un accordo vincolante per effettuare un investimento di maggioranza in Comau S.p.A. (“Comau”), azienda globale di tecnologia, specializzata nell’automazione industriale e nella robotica avanzata. L’operazione fa parte dell’accordo strategico stipulato durante la fusione tra le ex FCA e Groupe PSA nel gennaio 2021 da cui è nata Stellantis N.V. Le condizioni finanziarie dell’operazione privata non sono state divulgate.

 

“Negli ultimi 50 anni, Comau è diventata leader nel campo delle soluzioni di automazione,” ha affermato Carlos Tavares, CEO di Stellantis. “Questa operazione ha lo scopo di aiutare Comau a raggiungere la propria autonomia e rafforzare ulteriormente il suo successo a vantaggio di tutti i suoi stakeholder, in particolare i suoi dipendenti e i suoi clienti. Offre inoltre a Stellantis la possibilità di concentrarsi sulle attività del suo core business in Europa”.

 

“Comau è un’azienda leader nell’automazione industriale, con una tecnologia robotica all’avanguardia ed un enorme potenziale di crescita”, ha dichiarato Ante Kusurin, Partner di One Equity Partners. “Abbiamo una comprovata esperienza nell’esecuzione di complesse operazioni di carve-out aziendale e disponiamo delle risorse necessarie per aiutare Comau ad affermarsi ulteriormente come azienda di successo”.

 

“Per oltre 50 anni, Comau si è costantemente dimostrata capace di trasformare il suo business, la sua tecnologia e il suo approccio all’innovazione,” ha dichiarato Pietro Gorlier, CEO di Comau. “Questa operazione è coerente con il piano strategico di Comau, che mira a espandere il suo business oltre il settore automobilistico e a orientarsi verso la crescita della domanda globale nel campo dell’automazione industriale. Consentirà inoltre di consolidare la forte posizione dell’Azienda come leader internazionale nel suo settore, mantenendo solide radici italiane”.

 

L’Executive Chairman Alessandro Nasi e il CEO Pietro Gorlier manterranno le rispettive posizioni, così come il resto del management.

 

Comau vanta una presenza locale in tutte le regioni e può contare su una rete globale rafforzata dalla continuità delle sue attività e della sua leadership. Come azienda autonoma, Comau può individuare e cogliere nuove opportunità ed investimenti in modo indipendente.

 

La chiusura della transazione è prevista entro la fine del 2024 ed è soggetta alle approvazioni normative oltre alle consuete condizioni di chiusura.

 

# # #

 

Comau
Comau, azienda parte di Stellantis, è leader mondiale nella fornitura di soluzioni di automazione avanzate e sostenibili. Con 50 anni di esperienza e una presenza globale, Comau supporta le imprese di tutte le dimensioni, in una grande varietà di settori, a sfruttare i vantaggi dell’automazione. Grazie a un impegno continuo nella progettazione e nello sviluppo di tecnologie innovative e semplici da utilizzare, il suo portafoglio include prodotti e sistemi per la produzione di veicoli, con una forte presenza nell’e-Mobility, nonché soluzioni avanzate digitali e di robotica, per rispondere alle esigenze produttive di mercati in rapida crescita. L’offerta dell’azienda si estende anche alla gestione dei progetti (project management) e alla consulenza. Attraverso le attività di formazione organizzate dalla sua Academy, Comau si impegna a migliorare le conoscenze tecniche e gestionali necessarie per affrontare le sfide legate all’automazione e sfruttare le opportunità di un mercato in continua evoluzione. Con sede centrale a Torino, Comau dispone di un’organizzazione internazionale con 7 centri di innovazione, 12 stabilimenti di produzione in 12 paesi e 3.700 dipendenti. Una rete globale di distributori e partner consente all’azienda di rispondere in modo rapido alle esigenze dei clienti, indipendentemente da dove si trovino nel mondo.www.comau.com  

 

One Equity Partners
One Equity Partners (“OEP”) è un Fondo di investimento internazionale focalizzato sui settori industriale, sanitario e tecnologico in Nord America ed Europa. L’azienda mira a costruire aziende leader di mercato identificando ed eseguendo combinazioni aziendali trasformative. OEP è un partner affidabile con un processo di investimento differenziato, un team ampio e di lunga esperienza e comprovati successi nella generazione di valore a lungo termine per i suoi partner. Dal 2001, l’azienda ha completato più di 400 transazioni in tutto il mondo. OEP, costituita nel 2001, è stata scorporata da JP Morgan nel 2015. L’azienda ha uffici a New York, Chicago, Francoforte e Amsterdam. Per maggiori informazioni, visitare www.oneequity.com.

 

Cita

With Important Product-Led Transition Year Underway, Stellantis Delivers €5.6 Billion Net Profit, €8.5 Billion AOI(1) and 10% AOI Margin(2) in the First Half of 2024

• Net revenues of €85.0 billion, down 14% compared to H1 2023, primarily due to the decline in volume and mix

• Net profit of €5.6 billion, down 48% compared to H1 2023, primarily due to lower volume and mix, headwinds from foreign exchange and restructuring costs

• Adjusted operating income(1) of €8.5 billion, down €5.7 billion compared to H1 2023, primarily due to decreases in North America

• AOI margin(2) of 10%, reflecting direct materials, workforce and logistics cost reductions which helped to mitigate the revenue decline

• Management taking decisive actions to address operational challenges, including North American share and inventory performance

• Industrial free cash flows(3) near zero (-€0.4 billion), impacted by lower AOI(1), as well as negative working capital development and higher investment spend, both expected to evolve favorably in the second half, supporting positive full-year Industrial free cash flow

• Total inventory reduced by 3% to 1,408 thousand units over the first six months of 2024

• More than 20 launches planned in 2024, including a refreshed Ram 1500, European van range and the Peugeot 3008, the first on the new STLA family of platforms. Received all necessary approvals to launch the Leapmotor International JV, with initial deliveries in Enlarged Europe near the end of Q3 2024, followed by South America, Middle East & Africa and India & Asia Pacific

• Returned €6.7 billion in capital in the first half, reflecting in part the accelerated execution of the €3.0 billion 2024 share buyback program, and remain committed to return at least €7.7 billion before the end of 2024

 

"The Company's performance in the first half of 2024 fell short of our expectations, reflecting both a challenging industry context as well as our own operational issues. While corrective actions were needed and are being taken to address these issues, we also have initiated an exciting product blitz, with no fewer than 20 new vehicles launching this year, and with that brings bigger opportunities when we execute well. We have significant work to do, especially in North America, to maximize our long-term potential. I want to thank every employee for their teamwork and commitment during this very consequential chapter of our story."
Carlos Tavares, CEO

 

AMSTERDAM, July 25, 2024 - Stellantis N.V. today announced results for the first half of 2024, including €85.0 billion of Net revenues, down 14% y-o-y, and €5.6 billion in Net profit, down 48% y-o-y. AOI(1) of €8.5 billion represented a 10% AOI margin(2), and Adjusted diluted EPS(5) decreased 35% y-o-y.

 

Lower financial performance in the first half of 2024 was driven principally by lower volumes and mix, with the challenging volume comparison due to a combination of inventory reduction initiatives, temporary production gaps due to a generational portfolio transition, and lower market share particularly in North America. With a firm focus on successfully launching a wave of significant new products in the near term, the Company expects the impact of the product portfolio's coverage gaps to have peaked, while management actions to improve the performance of North America, Enlarged Europe and Maserati create significant performance improvement opportunities for the second half of 2024 and full-year 2025.

 

Commercially, Stellantis continued its commercial vehicle leadership, taking the top spot for market share in the Middle East & Africa for the first time, and sustaining market share leadershirp in Europe and South America. In the U.S., Stellantis is No. 1 in plug-in hybrid vehicles sales and No. 2 in LEV sales. Leveraging Leapmotor's cost competitiveness and advencements in powertrains and connectivity, the Leapmotor International joint venture is on track to introduce its inaugural tech-centric electric vehicles, the C10 SUV and T03 car. The initial rollout will be in enlarged Europe, followed by South America, Middle East & Africa and India & Asia Pacific by the end of 2024.

 

2024 Product Blitz Underway
The Company plans no fewer than 20 new product launches in 2024, including 10 that have started production already in the first half of the year:

• Peugeot 3008 and 5008 – Based on the BEV-native multi-energy STLA Medium platform with a range of up to 680Km, these models feature the brand new Panoramic i-Cockpit. ChatGPT will become standard across the entire Peugeot lineup, following DS brand’s lead earlier this year.
  In June, nearly 30% of 3008 orders were for the battery electric version. Peugeot also localized production of the 2008 in South America.

• New Lancia Ypsilon – Lancia introduced the first car of its new era in the premium hatchback B-segment, the New Lancia Ypsilon. The brand has a 10-year strategic plan to propel it forward with innovative and timeless Italian elegance.

• Maserati Grecale Folgore – Maserati launched the Grecale Folgore, the Trident’s first-ever SUV powered by a full-electric powertrain with 820 Nm of torque and a top speed of 220 Km/h.

• Ram 1500 – Ram launched the new 1500 on the heels of a positive accolade as the No. 1 industry brand in J.D. Power Initial Quality Study — the
  only truck-exclusive brand ever to do so. The Ram 1500 features the new Hurricane Twin-turbo family, the most powerful 6-cylinder engine in
  the segment with up to 540 horsepower and 469 lb-ft of torque.
  •⁠  ⁠Citroën Basalt – The Citroën Basalt, a new SUV coupé, is launching in India and South America. Orders for the new Citroën C3 are strong with
  72% of customers opting for the all-new ë-C3, a competitively priced B-segment EV produced in Europe.
  •⁠  ⁠Stellantis Pro One Vans – The renewed Pro One van lineup from Citroën, FIAT Professional, Opel, Peugeot and Vauxhall is on the road with 12
  models across all segments. Stellantis Pro One is No. 1 in Enlarged Europe, South America and Middle East & Africa in the first half.

In recognition of their storied legacies in Italy and Germany, FIAT and Opel celebrated their 125-year anniversaries. FIAT revealed its comeback to the global mainstream market with the Grande Panda, starting from less than €25,000 for the full EV and will also be available in a hybrid version.

 

Technology Push
•⁠  ⁠Eight new vehicles are set to launch on the STLA Large platform between 2024-2026, led by the Dodge Charger Daytona, Jeep®️ Wagoneer S
and Jeep Recon. This new BEV-native multi-energy platform is highly flexible and optimized for various electric drive modules, offering
customers the benefits of instant torque from EV propulsion and a range of up to 800 Km/500 miles in BEV models.
•⁠  ⁠Through 2026, the Smart Car platform will serve as the base for 13 models across three regions. The platform combines advanced technology
with affordability to make EVs available for everyone. In Europe, the FIAT and Opel brands will follow the Citroën C3 and C3 Aircross launches.
•⁠  ⁠Stellantis is employing a dual-chemistry approach and exploring innovative battery cell and pack technologies. The Company recently announced
a five-year collaboration with CEA, a leading research institution, to design next-gen battery cells for EVs.
•⁠  ⁠Stellantis’ electrified dual-clutch transmission (eDCT) tech has been popular in Europe, helping lead to a 53% sales growth year-over-year in
EU30 hybrid vehicle sales. Thirty hybrid models are planned for this year, with six more by 2026, offering a great driving experience and lower
CO2 emissions at more affordable prices than fully electric and plug-in hybrids. Stellantis is the sales leader for low-emission vehicles, which
includes battery electric, fuel cell and plug-in hybrid, in the EU30 for A and B segments and light commercial vehicles.
•⁠  ⁠AI-powered platforms - STLA Brain, STLA SmartCockpit and STLA AutoDrive - are central to Stellantis’ tech advancements and are expected to
be tech ready for integration by the end of 2024 with product deployment in 2025.
•⁠  ⁠Stellantis is transforming the mobility experience with a steady stream of high-margin revenue from software and connected services, which has
more than doubled since the Company's inception in 2021. Features include:
◦ e-ROUTES, the first route-planning smartphone app integrated with real-time vehicle data, specifically designed for electric vehicles;
◦ ChatGPT enhanced virtual assistant, offered standard for new and existing vehicles available in 20 European countries by the end of 2024;
◦ AppMarket, the central hub for connectivity available over the air in nearly half of 2021-23 MY Jeep and Ram vehicles in North America;
◦ Connect Fleet by Free2Move, providing fleet managers with status visibility, geofence boundary setting and real-time geolocation; and,
◦ MyTasks, an advanced tool to streamline fleet operations, improving coordination to enable better productivity.

 

GUIDANCE AND OUTLOOK: The Company is reiterating financial guidance of double-digit AOI margin(2) in 2024, as well as positive Industrial free
cash flow(3), despite macroeconomic uncertainties.

On July 25, 2024 at 2:00 p.m. CEST / 8:00 a.m. EDT, a live webcast and conference call will be held to present Stellantis' First Half 2024 Results, with
the presentation expected to be posted at approximately 7:30 a.m. CEST / 1:30 a.m. EDT. The webcast and recorded replay will be accessible under
the Investors section of the Stellantis corporate website (www.stellantis.com).

 

UPCOMING EVENTS: Third Quarter Shipments & Revenues - October 31, 2024
Refer to page 7 for an explanation of the items referenced on this page and market and industry information

 

Download full version of press release here

 

 

[4200blu]

Stellantis is ready to drop money-losing brands, CEO Tavares says

Margins declined significantly in North America, Stellantis's key region for profits.

Stellantis signaled that it is prepared to drop underperforming brands after a steep slump in first-half earnings.

The automaker's net income fell 48 percent in the first six months to €5.6 billion ($6.1 billion). Its operating margin shrunk to just below 10 percent, slipping below the double-digit margin it aims to achieve for the full year.

CEO Carlos Tavares said Stellantis will not hesitate to ax loss-making brands. "If they don't make money, we will shut them down. We cannot afford to have brands that do not make money," Tavares told reporters on a July 25 earnings call.

Tavares told Bloomberg Television that all of the group's brands are important assets and profitable, but there is "absolutely no taboo" if their performance were to deteriorate.

The brands "are here to be leveraged," he said. "If they are not able to monetize the value that they represent, then decisions will come."

The warning for loss-making brands is a turnaround for Tavares, who has maintained since Stellantis was created in 2021 from the merger of Fiat Chrysler and Peugeot-owner PSA Group that all of its 14 brands including Maserati, Fiat, Peugeot and Jeep have a future.

Stellantis does not release figures for individual brands, except for Maserati which reported an €82 million adjusted operating loss in the first half.

Some analysts say Maserati could possibly be a target for a sale by Stellantis, while other brands such as Lancia or DS might be at risk of being scrapped given their marginal contribution to the group's overall sales.

North America problems

Stellantis also said it will take steps to address problems in its North American market, where the company has seen high inventory levels, a string of executive departures and quality issues weigh on profit.

First-half margins declined most significantly in North America, a key region for profits, after shipments fell 18 percent amid an unfavorable model lineup and pressure on prices.

Chief Financial Officer Natalie Knight said Stellantis would reduce production in North America this quarter, as well as prices. "That's one of the things that is important for us, to calibrate how the supply and demand meet," she said.

Stellantis also plans to further lower labor costs and expects a 25 percent reduction in logistics expenses in the second part of the year.

Knight also suggested the company may reconsider what would be "the best home" for Maserati, whose shipments plummeted by more than half to 6,500 units in the first six months.

Tavares said he would be working through the summer with his U.S. team on how to improve performance and cut inventory. "We consider that the job is done in Europe," he said. "The job is not done in the U.S. and we are now going to take care of that work."

The high-margin RAM pickups and Jeeps that Stellantis sells to U.S. consumers have driven its profits, but the company's weak margin "raises questions over Stellantis' cost efficiency reputation," Bernstein analysts wrote in a client note.

Betting on new models

New model launches -- a total of 20 planned for this year -- will help profitability in the second half, Knight said.

Stellantis will be reintroducing some models it had pulled from the U.S., including the Dodge Charger, she said.

The automaker's launches this year include a refreshed Ram 1500 pickup in the U.S., a renewed Pro One van lineup in Europe from Peugeot, Citroen, Fiat and Opel/Vauxhall and the third-generation Peugeot 3008 compact SUV, the first Stellantis car on the STLA Medium platform that can be used for battery-electric and combustion engines variants.

Stellantis will also begin sales of EVs from its Chinese partner Leapmotor in 9 European markets, including Germany, the U.K. and Italy, in September.

The first shipment of Leapmotor EVs for Europe is en route from China.

Stellantis now considers Leapmotor as its 15th brand, after it bought a 21 percent stake in the Chinese company for €1.5 billion in October 2023.

 

(ANE)

 

 

 

Modificato 25 Luglio da 4200blu

[maxsona]

Speriamo vendano a Toyota ...

[davos]

Ragà comau è in vendita da parecchio e il motivo l'hanno spiegato anni fa. È un azienda che ha molte possibilità di crescere e il fatto di stare dentro stellantis gli tarpa le ali. Perché nessuno implementa nuovi metodi più efficaci di automazione in fabbrica con un azienda che appartiene a un concorrente che potrebbe copiarli.

[LUCAFUSAR]

Si diceva lo stesso di Marelli ed abbiamo visto come è andata a finire.