OPmobility

OPM

Equity

ISIN FR0000124570 / Valor 508106

Euronext - Euronext Paris (2026-02-20)

EUR 16.84-0.47%

OPmobility
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About company

OPmobility is a mobility-technology company that develops software and services to help organizations manage vehicle fleets and transition to electrified, shared and data-driven transport models. Its core offerings center on fleet-management software—telemetry, route optimization and analytics—combined with integration of electric-vehicle charging solutions and implementation services, sold through subscription and service contracts and often delivered in partnership with vehicle manufacturers or infrastructure providers. Target customers typically include corporate fleets, mobility-service operators and public-sector transport agencies; the business model and growth outlook are tied to broader trends such as vehicle electrification, tighter urban regulation, and demand for operational efficiencies, with recurring software revenues and project-based installation work shaping its financial profile.

Summarized from source with an LLMView SourceSector: Consumer Cyclicals

Key numbers

Q3 2025 economic revenue €2,719m (+2.6% LFL; -1.0% reported including currency); consolidated revenue €2,362m (-0.8% LFL; -3.8% reported). Nine‑month economic revenue €8,679m (+1.9% LFL).

Segments

Exterior & Lighting: €1,253m (+4.2% LFL). Modules: €839m (down, -1.7% LFL in Q3 but +5.7% LFL over 9 months). Powertrain: €627m (+5.4% LFL), driven by C‑Power (fuel tanks) and battery/hydrogen development.

Joint ventures & currency

Joint ventures strong: €356m in Q3 (+32.1% LFL). Currency headwinds reduced revenue (economic revenue currency effect ~€95m; consolidated ~€75m), largely from USD movements.

Regional performance

North America: €835m (+9.0% LFL) and now 31% of Group revenue. China: +9.7% LFL. Rest of Asia: +22.2% LFL. Europe softened (-5.3% LFL) due to longer summer plant shutdowns and tariff impacts.

Balance sheet & ESG

Successful €300m bond issued (maturity 2031) to extend debt maturity and strengthen the balance sheet. ESG rating improved to B‑ (from C+), placing OPmobility among top 10% of suppliers per ISS ESG.

Commercial/strategy developments

Acceleration in India: fifth plant opened (exterior + energy storage) and a sixth plant under construction for energy storage (production from 2026); target to more than double Indian sales by 2030. Partnership with HESS AG to supply modular battery packs for buses.

Outlook

OPmobility confirms 2025 objectives: aims to improve operating margin, net result (Group share) and free cash flow vs 2024, and to continue reducing net debt, while maintaining strict cost‑saving and investment controls. Summarized from source with an LLMView Source

Key figures

61.0%1Y

1.94%3Y

-48.4%5Y

Performance

37.8%1Y

39.8%3Y

39.0%5Y

Volatility