External broker reports(aggregated public sources), Vietcap

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External broker reports(aggregated public sources)

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<ul><li>We participated in VinFast’s (Nasdaq: VFS) Q3 2025 earnings call held on November 21.</li><li>The main updates include (1) a recap of the company’s 9M 2025 results (which are in line with VIC’s reported industrial segment; see our October 31 VIC Earnings Flash), (2) the highlight from Mobility Day at Vingroup’s 2025 investor conference (details in pages 5-6 of our Site Visit Note dated November 14), and (3) management outlook for Q4 2025 and 2026.</li><li>Management reiterated its focus on top-line growth, reaffirming its 2025G global delivery target to at least double the 2024 level to ~200,000 EVs, with the final two months expected to be supported by strong deliveries of the Green models. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We participated in VinFast’s (Nasdaq: VFS) Q3 2025 earnings call held on November 21.The main updates include (1) a recap of the company’s 9M 2025 results (which are in line with VIC’s reported industrial segment; see our October 31 VIC Earnings Flash), (2) the highlight from Mobility Day at Vingroup’s 2025 investor conference (details in pages 5-6 of our Site Visit Note dated November 14), and (3) management outlook for Q4 2025 and 2026.Management reiterated its focus on top-line growth, reaffirming its 2025G global delivery target to at least double the 2024 level to ~200,000 EVs, with the final two months expected to be supported by strong deliveries of the Green models. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VinFast's (Nasdaq: VFS) Q3 2025 Earnings Call - Highlights

<ul><li>We participated in VinFast’s (Nasdaq: VFS) Q1 2025 earnings call held on June 9.</li><li>The main updates include a recap of the company’s Q1 2025 results and 2025 outlook.</li><li>In Q1 2025, VFS’s global deliveries were 36,300 EV units (-32% QoQ and +296% YoY; of which 21% were sold to VinFast’s related parties).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We participated in VinFast’s (Nasdaq: VFS) Q1 2025 earnings call held on June 9.The main updates include a recap of the company’s Q1 2025 results and 2025 outlook.In Q1 2025, VFS’s global deliveries were 36,300 EV units (-32% QoQ and +296% YoY; of which 21% were sold to VinFast’s related parties).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VinFast's - Key Takeaways from Q1 2025 Earnings Call

<ul><li>We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20.</li><li>The main updates include a recap of H1 2024 results and the business outlook for H2 2024.</li><li>Management reaffirmed its 2024G delivery guidance of 80,000 EVs, citing the company’s diverse EV product portfolio, access to multiple markets, and ongoing execution plans as supporting factors.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20.The main updates include a recap of H1 2024 results and the business outlook for H2 2024.Management reaffirmed its 2024G delivery guidance of 80,000 EVs, citing the company’s diverse EV product portfolio, access to multiple markets, and ongoing execution plans as supporting factors.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VinFast's (Nasdaq: VFS) - Key Takeaways from Q2 2024 Earnings Call

<ul><li>We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20.</li><li>The main updates include a recap of H1 2024 results and the business outlook for H2 2024.</li><li>Management reaffirmed its 2024G delivery guidance of 80,000 EVs, citing the company’s diverse EV product portfolio, access to multiple markets, and ongoing execution plans as supporting factors. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20.The main updates include a recap of H1 2024 results and the business outlook for H2 2024.Management reaffirmed its 2024G delivery guidance of 80,000 EVs, citing the company’s diverse EV product portfolio, access to multiple markets, and ongoing execution plans as supporting factors. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VinFast Auto Ltd - Key Takeaways from Q2 2024 Earnings Call

Vietnam

Vinfast Auto Ltd. operates electric vehicle intelligent platform. The Company offers full-scale mobility platform focused primarily on designing and manufacturing premium EVs, electric scooter, and electric buses. Vinfast Auto serves customers worldwide.

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Vinfast (VFS US)

VinFast's (Nasdaq: VFS) Q3 2025 Earnings Call - Highlights

Management reiterated its focus on top-line growth, reaffirming its 2025G global delivery target to at least double the 2024 level to ~200,000 EVs...

Vietcap

VinFast's - Key Takeaways from Q1 2025 Earnings Call

We participated in VinFast’s (Nasdaq: VFS) Q1 2025 earnings call held on June 9. The main updates include a recap of the company’s Q1 2025 results...

Vietcap

VinFast's (Nasdaq: VFS) - Key Takeaways from Q2 2024 Earnings Call

We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20.The main updates include a recap of H1 2024 results and the...

Vietcap

VinFast Auto Ltd - Key Takeaways from Q2 2024 Earnings Call

We participated in VinFast’s (Nasdaq: VFS) Q2 2024 earnings call held on September 20. The main updates include a recap of H1 2024 results and the...

Vietcap

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