VinFast Auto: More Growing Pains
VinFast reported strong Q3 revenue growth but continues to face significant losses and cash burn. VFS remains heavily dependent on financial support from its founder and parent company to maintain operations, raising sustainability concerns. The stock is unattractive, as it trades to a significant premium as compared to most EV names.
VinFast misses Q3 revenue and EPS estimate despite strong sales growth
VinFast Auto Ltd (NASDAQ:VFS) reported third quarter results that fell short of Wall Street expectations, even as the Vietnamese electric vehicle (EV) maker posted significant year-over-year growth in both sales and deliveries. Revenue for the quarter came in at approximately $719 million, up about 47% from the same period last year and roughly 9% higher than the previous quarter.
VinFast Auto Ltd. (VFS) Q3 2025 Earnings Call Transcript
VinFast Auto Ltd. ( VFS ) Q3 2025 Earnings Call November 21, 2025 8:00 AM EST Company Participants Hoang Nhi Nguyen Le Thuy Thu Le Anne Pham Anh Thi Nguyen - CFO & Director Conference Call Participants Anand Balaji - Cantor Fitzgerald & Co., Research Division James McIlree - Chardan Capital Markets, LLC, Research Division Presentation Operator Good day, and thank you for standing by.
VinFast Auto Ltd. (VFS) Reports Q3 Loss, Lags Revenue Estimates
VinFast Auto Ltd. (VFS) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.25.
VinFast Auto Ltd. (VFS) Q2 2025 Earnings Call Transcript
VinFast Auto Ltd. (NASDAQ:VFS ) Q2 2025 Earnings Call September 4, 2025 8:00 AM EDT Company Participants Amandae Baey - Vice President of Investor Relations Thuy Thu Le Anh Thi Nguyen - CFO & Director Conference Call Participants Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Presentation Operator Good day, and thank you for standing by.
VinFast Stock Stable After EV Maker Posts Wider-Than-Expected Loss
VinFast reports a second-quarter operating loss of $524 million from sales of $663 million.
VinFast founder to inject another $1.5 billion in exchange for R&D assets
VinFast's founder Pham Nhat Vuong has agreed to buy the EV maker's research and development arm for $1.52 billion, his latest cash injection into the loss-making Vietnamese company as it strives to break even by the end of 2026.
VinFast Ramps Up: Affordable EVs, New Factories and Emerging Market Focus
On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market.
VinFast's Strategy To Push Into Developing Markets Is Intriguing And Could Pay Off
VinFast's domestic sales remain strong, but its international expansion faces stiff competition and slow EV adoption in the US and Europe. The company is targeting emerging markets like India, Indonesia, and the Philippines, which could offer high growth potential as oil prices rise, making EVs more attractive. VFS's loss per vehicle is narrowing significantly, suggesting a path to profitability, though risks remain if financial support wanes.
VinFast Auto Ltd. (VFS) Q1 2025 Earnings Call Transcript
VinFast Auto Ltd. (NASDAQ:VFS ) Q1 2025 Earnings Conference Call June 9, 2025 8:00 AM ET Company Participants Amandae Baey - Corporate Participant Anh Thi Lan Nguyen - CFO & Director Thuy Thu Thi Le - Corporate Participant Chairwoman of the Board - Corporate Participant Conference Call Participants Andres Juan Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Gregory Robert Lewis - BTIG, LLC, Research Division James Patrick McIlree - Chardan Capital Markets, LLC, Research Division Operator Good day, and thank you for standing by.
VinFast Auto Q1 Earnings: Growth Not Worth The Cost
Vinfast posted strong Q1 revenue growth and improved gross margins, but operating and net losses widened, and cash burn remains severe. The company is heavily reliant on loans and grants from its founder and parent to sustain operations, with a deeply troubled balance sheet. Vinfast trades at a significant premium to most EV peers, making its valuation unattractive given current fundamentals.
VinFast Q4 revenue beats on EV sales surge but losses widen
VinFast Auto Ltd (NASDAQ:VFS) reported mixed results for the fiscal fourth quarter of 2024, as a surge of electric vehicle deliveries drove a stronger-than-expected top line amid profitability challenges. The Vietnamese auto company reported revenue of $677.9 million, ahead of Street estimates of $659.3 million.
