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><p><em>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.</em></p>

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

Vinfast

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