OPmobility

Latest Results (14.10.2025):

OPmobility reported solid financial results for the first quarter of 2025, demonstrating a robust revenue growth of 3.3% compared to the same period last year. The company's performance not only surpassed market expectations but also reinforced its ability to maintain its full-year outlook amidst an uncertain economic environment.

Revenue Growth

In Q1 2025, OPmobility achieved an economic revenue of €2,981 million, marking a 4.0% increase and a 3.3% like-for-like growth compared to Q1 2024. This growth was primarily driven by strong performances in the Modules and Exterior segments. Additionally, joint ventures contributed significantly with a 14.8% like-for-like revenue growth.

Segment Performance

The Modules segment saw a substantial increase of 14.6% in economic revenue, fueled by higher volumes at the Bratislava and Kvasiny sites. Exterior & Lighting maintained stable revenue, while the Powertrain segment experienced a decline of 2.1%. Despite the dip, the Powertrain group continues to strengthen its position in hybrid and hydrogen powertrain systems.

Regional Highlights

OPmobility outperformed the global automotive production growth by 1.8 percentage points in Q1 2025. In Europe, revenue increased by €112 million despite a 7.1% decline in automotive production. North America saw a revenue decrease of 4.1%, while Asia experienced a significant 12.0% revenue growth, supported by strong performance in China and independent growth in South Korea and India.

Cost Reduction Measures

The company implemented additional cost reduction strategies, accelerating the decrease in structural and indirect production expenses. These measures are aimed at addressing the limited visibility over production volumes for the year and enhancing overall financial efficiency.

Strategic Diversification

OPmobility continues to leverage its diversification strategy across technologies, geographies, and customer bases. The company is expanding its portfolio beyond the automotive sector, investing in commercial, heavy, collective, and autonomous mobility markets. This strategic approach, combined with operational flexibility, positions OPmobility to navigate and thrive in a regionalized and dynamic market landscape.