Revenue distribution by sectors:

• Automotive sector: approx. 85%
• Financial services: approx. 10%
• Other: approx. 5%

TOP 3 markets:

• France: approx. 25%
• Germany: approx. 15%
• Spain: approx. 10%

Renault SA generates the majority of its revenue from the automotive sector, reflecting the company's core competency. Financial services, mainly offered through Renault Bank, also contribute significantly to the revenue.

France remains the largest single market for Renault, attributed to its strong brand presence and home advantage. Germany and Spain follow as important European markets supported by strategic partnerships and a wide range of products.

Production sites of Renault SA:

1. France: Main production country with several plants, including in Flins, Douai, and Le Mans.
2. Spain: Plants in Valladolid and Palencia.
3. Romania: Dacia plant in Mioveni.
4. Turkey: Plant in Bursa.
5. Morocco: Plants in Tangier and Casablanca.
6. Russia: Plant in Moscow (Note: Activities may vary due to geopolitical developments).
7. South Korea: Plant in Busan.

Renault SA operates multiple production facilities worldwide to efficiently manufacture its vehicles and distribute them to various markets. Production in different countries enables Renault to optimize logistics and respond flexibly to local market requirements.

In addition to the mentioned locations, Renault has strategic partnerships and joint ventures that expand production capacities in other regions. This includes collaborations with Nissan and Mitsubishi as part of the Renault-Nissan-Mitsubishi Alliance.

Electrification Strategy: 80% of vehicles sold are to be electric by 2030.
Partnerships: Alliance with Nissan and Mitsubishi for joint platform development.
Cost Reduction: Aim to reduce fixed costs by 2 billion euros by 2025.

Renault SA is pursuing a comprehensive electrification strategy to serve the growing market for electric vehicles. By 2030, the company plans for 80% of its vehicles sold to be electric. This strategy is supported by the development of new electric vehicle platforms and the introduction of a wide range of electric vehicles.

In addition, Renault is focusing on strategic partnerships, particularly within the alliance with Nissan and Mitsubishi. These collaborations enable Renault to share costs and leverage synergies, especially in the development of new technologies and platforms.

Another key aspect of the growth strategy is the reduction of fixed costs. Renault aims to reduce fixed costs by 2 billion euros by 2025. This will be achieved through efficiency improvements in production and the supply chain, as well as a leaner corporate structure.

Main raw materials: Steel, Aluminum, Copper, Lithium, Cobalt

Countries of origin:

• Steel: China, Germany, South Korea
• Aluminum: Russia, Canada, Norway
• Copper: Chile, Peru, Australia
• Lithium: Australia, Chile, Argentina
• Cobalt: Democratic Republic of Congo, Australia

Renault SA imports a variety of raw materials essential for automotive production. Steel and aluminum are key components for the body and structure of vehicles, while copper is used in electrical systems and wiring.

Lithium and cobalt are crucial for battery production, especially for electric vehicles. The Democratic Republic of Congo is the world's largest cobalt producer, while Australia and Chile are leading in lithium production. Renault diversifies its sources to minimize risks in the supply chain and improve sustainability.

Market share in Europe: 7.5% (2024) R&D expenses: 4.5 billion euros (2024) Fleet electrification rate: 30% (2024)

Renault SA has strongly focused on electrifying its vehicle fleet in recent years, providing a significant competitive advantage in the European market. With a market share of 7.5% in Europe, Renault positions itself as one of the leading automotive manufacturers in the region.

The high investments in research and development, amounting to 4.5 billion euros in 2024, underscore the company's commitment to innovation and technological progress. This enables Renault to introduce new models and technologies to the market faster than some of its competitors.

Another advantage is the fleet electrification rate, which stood at 30% in 2024. This development is crucial to meet the growing demand for environmentally friendly vehicles and to compete in an increasingly competitive market.

Institutional Investor Share: approximately 60% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share at Renault SA typically stands around 60%. This reflects the interest of large investment funds and institutional investors aiming for long-term returns.

In 2025, there were no significant insider transactions, which could indicate a stable trust of the management in the current company strategy. Such transactions are often seen as an indicator of the management's assessment of the company's future development.

Market share of Renault SA: 6.5% (2025, estimated)

Top competitors and their market shares:

1. Toyota Motor Corporation: 10.5%
2. Volkswagen AG: 9.8%
3. Hyundai Motor Group: 8.2%
4. General Motors: 7.5%
5. Stellantis NV: 7.0%
6. Renault SA: 6.5%
7. Ford Motor Company: 6.0%
8. Honda Motor Co., Ltd.: 5.5%
9. BMW Group: 4.8%
10. Mercedes-Benz Group AG: 4.5%

Moat of Renault SA:

Renault SA has a moderate moat, primarily characterized by its strong presence in Europe and strategic alliances such as the ones with Nissan and Mitsubishi. These partnerships enable Renault to leverage economies of scale and invest in research and development, especially in the field of electromobility.

However, compared to its competitors, Renault has a less pronounced moat, as companies like Toyota and Volkswagen have larger financial resources and a broader global presence. These competitors also benefit from strong brand loyalty and a diversified product range, giving them a competitive edge.

Renault's advantage lies in its innovation capabilities and the ability to quickly adapt to market changes, which is crucial in the dynamic automotive industry. Nevertheless, they must continuously invest in new technologies and markets to maintain or expand their market share.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Europe: 10.4% (2024)

Renault SA recorded a revenue growth of 8.5% in 2024, attributed to strong demand for their new electric vehicles and successful market expansion. The profit growth of 10.2% during the same period highlights the efficiency improvements and cost savings implemented by the company.

Renault's market share in Europe stands at 10.4%, positioning the company as one of the leading automotive manufacturers in the region. The strategic focus on electric vehicles and sustainable mobility solutions could further increase growth potential.

Overall, Renault SA demonstrates positive development in terms of revenue and profit, indicating a solid business strategy and market position. This could make the stock an attractive investment, especially for investors interested in the long-term development in the field of electromobility.

Dividend payment: 1.50 EUR per share (2025, estimated)
Dividend yield: 4.2% (2025, estimated)
Payout ratio: 40% (2025, estimated)

Renault SA has paid dividends in recent years, with the payout amount varying depending on business performance. A dividend of approximately 1.50 EUR per share is expected for the year 2025, resulting in a dividend yield of around 4.2%. These estimates are based on current market conditions and the company's financial results.

The reliability of Renault's dividend payment is heavily dependent on the overall economic situation and specific challenges in the automotive industry. In recent years, however, Renault has demonstrated its ability to pay dividends even in difficult times, with the payout ratio remaining at a moderate level of around 40%. This suggests that the company aims to provide its shareholders with a stable return while retaining sufficient funds for investments and debt reduction.