OPmobility

OPM

Equity

ISIN FR0000124570 / Valor 508106

Euronext - Euronext Paris (2026-04-29)

EUR 14.04-3.31%

OPmobility
UMushroom community rating:

4.00 1 votes No rating yet

NegativeNeutralPositive

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

Q3 2025 economic revenue €2,719m (+2.6% LFL); consolidated revenue €2,362m (-3.8% YoY; -0.8% LFL). Joint ventures: €356m (+23.3% YoY; +32.1% LFL). Nine‑month economic revenue €8,679m (-0.1% YoY; +1.9% LFL).

By segment

Exterior & Lighting: €1,253m (+0.6% YoY; +4.2% LFL). Modules: €839m (-4.3% YoY; -1.7% LFL) — hit by extended summer plant shutdowns in Europe. Powertrain: €627m (+0.6% YoY; +5.4% LFL), with C‑Power (fuel tanks, hybrids) performing well and battery/hydrogen activities growing.

By region

Europe: €1,260m, down (-5.3% LFL) amid uneven plant shutdowns. North America: €835m, strong +9.0% LFL and 31% of Group revenue in Q3. China: €251m, +9.7% LFL. Rest of Asia: €272m, +22.2% LFL — overall Asia and North America drove growth versus Europe.

Joint ventures & India expansion

Joint ventures (notably YFPO in China and SHB in South Korea) showed robust LFL growth (+32.1% in Q3). OPmobility is accelerating Indian capacity (5th plant opened; 6th under construction) and targets more than doubling sales in India by 2030.

Balance sheet, financing & FX

Group strengthened its financial structure with a successful €300m bond issued in July (maturity 2031). Reported currency effects reduced reported revenue (currency impact ~€95m on economic revenue; ~€75m on consolidated revenue for Q3).

ESG and outlook

ESG rating improved from C+ to B‑ (ISS ESG), placing OPmobility among top 10% of suppliers. The Group confirms 2025 guidance: aims to improve operating margin, net result (Group share) and free cash flow versus 2024 while continuing to reduce net debt, supported by ongoing cost‑saving and diversification efforts.

Summarized from source with an LLMView Source

Key figures

48.1%1Y

-10.7%3Y

-51.5%5Y

Performance

35.5%1Y

39.9%3Y

39.2%5Y

Volatility