BMW Group reaffirmed its full-year guidance of a 5-7% margin, despite a 13.7% volume decline in China during Q2 2025, as it outlined its investor relations strategy. The company is prioritizing its Neue Klasse electric vehicle platform, launching in 2025 with advanced battery technology and aiming for BEVs to comprise over 50% of global sales by 2030, while also maintaining a "technology-openness" approach by developing diverse powertrains including hydrogen fuel cells. This strategy aims to sustain premium positioning amidst significant competitive pressures in key markets and anticipated tariff impacts.
BMW Group reaffirmed its full-year guidance of a 5-7% margin, demonstrating confidence in its strategic direction despite a significant 13.7% year-on-year volume decline in China during Q2 2025. The stock closed down 0.71% at €81.36 on October 31, reflecting some market apprehension amidst these challenges. The company's future strategy centers on the Neue Klasse platform, launching in 2025, which promises substantial advancements in EV range (up to 800km) and charging capacity (400kW). This is supported by sixth-generation battery technology, also set for 2025, targeting 30% more range and 40-50% cost reduction, aiming for BEVs to exceed 50% of global sales by 2030. BMW maintains a "technology-openness" approach, continuing development across multiple powertrains, including hydrogen fuel cells with Toyota. Despite an optimistic outlook, BMW faces headwinds, notably a projected 1.25% tariff impact on full-year results and intense competition in China, where local manufacturers are expected to capture 65-70% market share. The company's strategy to prioritize profitability over volume, including dealer network restructuring in China, is a critical response to these market dynamics.
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