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Bayerische Motoren Werke Aktiengesellschaft (BMW:CA) Q4 2025 Earnings Call Transcript

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BMW reported strong Q4 2025 results despite tariffs, currency fluctuations, and China’s competitive market, maintaining profitability through strict cost controls and operational discipline. The NEUE KLASSE iX3 launch marks the start of a major product offensive, positioning BMW for future growth with advanced electrified and combustion-engine vehicles under its technology-neutral strategy. CEO Oliver Zipse highlighted the company’s resilient global business model, balancing demand across regions while adapting to geopolitical and economic uncertainties in 2026. CFO Walter Mertl provided 2026 guidance accounting for known risks, emphasizing financial stability amid tariff pressures and volatile markets without sacrificing long-term innovation investments. Analysts questioned BMW’s strategy during the call, focusing on China’s market challenges, electrification pace, and cost management, with leadership reaffirming confidence in sustained performance.
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SA Transcripts158.95K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Bayerische Motoren Werke Aktiengesellschaft (BMW:CA) Q4 2025 Earnings Call March 12, 2026 6:00 AM EDT Company Participants Stefan Richmann - Head of MiniOliver Zipse - Chairman of the Board of Management & CEOWalter Mertl - Member of Management Board of Finance Conference Call Participants Patrick Hummel - UBS Investment Bank, Research DivisionJose Asumendi - JPMorgan Chase & Co, Research DivisionTim Rokossa - Deutsche Bank AG, Research DivisionHorst Schneider - BofA Securities, Research DivisionMichael Tyndall - HSBC Global Investment ResearchStephen Reitman - Bernstein Institutional Services LLC, Research DivisionChristian Frenes - Goldman Sachs Group, Inc., Research DivisionStuart PearsonHenning Cosman - Barclays Bank PLC, Research Division Presentation Stefan RichmannHead of Mini Good morning, ladies and gentlemen. Welcome to the 2026 BMW Group Annual Conference Analyst and Investor Call. My name is Stefan Richmann. I'm the Head of Treasury and Investor Relations at the BMW Group. It is my pleasure to host today's investor and analyst Q&A with Oliver and Walter. As Oliver mentioned earlier, we continue to leverage our global business model and the advantages of our technology neutral strategy, meeting demand for both combustion engine vehicles and electrified vehicles. With the successful rollout of the NEUE KLASSE iX3, we have kicked off a major product offensive that will provide the BMW brand with crucial momentum for the future. Walter has shared with you how we have navigated 2025 and delivered on major KPIs in our operational business despite the tariff impacts, developments on currency markets and the intense market situation in China. Disciplined and consistent cost reduction underpinned our performance. We have also provided comprehensive and reliable guidance for 2026, factoring in all known and decided aspects against an uncertain geopolitical backdrop and tariffs. With that, I will turn the floor over to you, and we are happy to take your questions.

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