OPmobility

OPM

Equity

ISIN FR0000124570 / Valor 508106

Euronext - Euronext Paris (2026-03-27)

EUR 14.88-1.59%

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 figures

Economic revenue Q3 2025: €2,719m (+2.6% LFL; -1.0% reported). Consolidated revenue Q3 2025: €2,362m (-3.8% reported; -0.8% LFL). Joint ventures: €356m (+23.3% reported; +32.1% LFL). Currency headwind: ~€95m on economic revenue (≈€75m on consolidated), mainly from the US dollar.

Segment performance

By business group (economic revenue, Q3 2025): Exterior & Lighting €1,253m (+4.2% LFL), Modules €839m (‑1.7% LFL, impacted by longer European plant shutdowns in summer), Powertrain €627m (+5.4% LFL driven by C‑Power fuel tanks and electrification activity).

Regional dynamics

North America strong: €835m in Q3 (+9.0% LFL), representing 31% of Group revenue. Asia growth: overall +15.9% LFL (China +9.7% LFL; Rest of Asia +22.2% LFL). Europe down: €1,260m (-5.3% LFL), impacted by extended customer plant shutdowns and tariff‑related effects.

Joint ventures & India expansion

Joint ventures delivered high growth (+32.1% LFL in Q3), notably YFPO in China and SHB in South Korea. OPmobility accelerated India development—fifth plant opened (exterior + energy storage), sixth plant under construction—and targets to more than double sales in India by 2030 (already equips >1 in 3 vehicles there).

Balance sheet & ESG

Financial structure strengthened by a successful €300m bond issuance (July, due 2031) to extend debt maturities. ESG rating improved to B‑ (from C+), placing OPmobility among the top 10% of suppliers in the “Auto Components” category per ISS ESG.

Outlook

OPmobility confirms its 2025 objectives: improve operating margin, Group net result and free cash flow versus 2024, and continue reducing net debt. The Group will maintain cost‑saving, investment control and diversification strategies while leveraging its local footprint and customer proximity.

Summarized from source with an LLMView Source

Key figures

57.6%1Y

-6.12%3Y

-51.5%5Y

Performance

35.5%1Y

39.9%3Y

39.2%5Y

Volatility