Polestar Reports 34% Increase in 2025 Retail Sales to 60,119 Vehicles
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
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Source: Benzinga
- Sales Growth: Polestar's retail sales reached 15,608 vehicles in Q4 2025, marking a 27% increase from Q4 2024, demonstrating the company's ability to expand in a competitive market.
- Annual Performance: For the full year 2025, retail sales totaled approximately 60,119 vehicles, a 34% increase from 44,851 vehicles in 2024, reflecting strong demand in European markets and an expanded sales network.
- Revenue Surge: In Q3 2025, Polestar's revenue grew 48.8% year-on-year to $2.17 billion, driven by premium model sales and $123 million in carbon credit sales, despite facing market pricing pressures.
- Investment Support: Polestar announced a combined $300 million equity investment from Banco Bilbao and NATIXIS, with each contributing $150 million, strengthening the company's financial foundation and providing funding for future growth.
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About PSNY
POLESTAR AUTOMOTIVE HOLDING UK PLC (Polestar) is a Swedish-based electric vehicle manufacturer. Company's portfolio includes Polestar 1, Polestar 2, Polestar 3, Polestar 4 and Polestar 5. Polestar products are currently available on markets across Europe, North America, China and Asia Pacific. Polestar cars are currently manufactured in two facilities in China. Polestar produces electric cars to reduce gas emmisions and develop new technologies to further minimize the carbon footprint.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Polestar Secures $400 Million Equity Investment
- Investment Overview: Polestar announced a $400 million equity investment from Feathertop Funding Limited, with Sumitomo Mitsui Banking Corporation and Standard Chartered Bank each contributing $200 million, reflecting strong investor confidence in the company's growth prospects.
- Exit Mechanism: The financial institutions have entered into a put option arrangement with a wholly-owned subsidiary of Geely Sweden Holdings, providing an exit path within three years, which enhances the attractiveness of the investment by ensuring potential returns.
- Price Stability: The purchase price for each Class A ADS is set at $19.34, the same as in the December 2025 financing, and the lack of restrictions on the sale of ADSs will help maintain market liquidity and investor interest.
- Future Outlook: CEO Michael Lohscheller stated that the new financing will further enhance the company's liquidity and balance sheet, allowing Polestar to focus on achieving its sustainability goals after a record year of retail sales.
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Polestar Secures $400 Million Funding to Enhance Liquidity
- Funding Agreement Secured: Polestar has secured over $400 million in funding through the special purpose vehicle Feathertop Funding Ltd., with Sumitomo Mitsui Banking Corp. and Standard Chartered Bank each investing $200 million, reflecting confidence in its financial health.
- Transparent Equity Structure: Under the agreement, both banks will purchase Class A American Depositary Shares at $19.34 per share, with the option to sell their stakes within three years, ensuring neither institution will own more than 10% of Polestar's outstanding equity.
- Liquidity Enhancement: The CEO of Polestar stated that this financing will further enhance the company's liquidity position and strengthen its balance sheet, indicating positive progress in financial management.
- Market Expansion Plans: Concurrently, Geely is considering entering the U.S. market within the next 2-3 years, showcasing its ambition for global expansion, which could present new growth opportunities for Polestar.
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