VinFast Unveils Two New Ultra-Luxury Models Lac Hong 800S and 900S
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Should l Buy VFS?
VinFast announced the completion of its strategic structuring into three automotive brand lines and officially unveiled two new flagship ultra-luxury models: the Lac Hong 800S and the Lac Hong 900S. The two vehicles join the Lac Hong line - VinFast's ultra-luxury marque - alongside its established VF mass-market passenger vehicle range and Green commercial mobility brand. Under this clearly defined brand structure, Lac Hong represents the pinnacle of ultra-luxury, conceived to honor national pride and currently comprising the 900 LX, 900S and 800S models. The VF line encompasses a comprehensive portfolio of mass-market passenger EVs across segments, from VF 3 to VF 9, including the seven-seat VF MPV 7. Meanwhile, the Green brand is purpose-developed for commercial and service mobility solutions, featuring models such as Limo Green, Herio Green, Nerio Green and Minio Green. Alongside the structured and clearly defined development of its three strategic brand lines, VinFast has officially unveiled two new ultra-luxury models, the Lac Hong 800S and 900S. These additions expand the Lac Hong ultra-luxury collection, complementing the flagship 900 LX introduced in 2025.
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Analyst Views on VFS
Wall Street analysts forecast VFS stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 4.070
Low
5.50
Averages
5.83
High
6.00
Current: 4.070
Low
5.50
Averages
5.83
High
6.00
No data
About VFS
VinFast Auto Ltd is a full-scale mobility platform focused on designing and manufacturing electric vehicles (EVs), e-scooters and e-buses. Its segments include Car, E-scooter and Ebus. The Car segment includes the design, development, manufacturing and sales of cars and related battery lease and battery charging services for cars. The E-scooter segment includes the design, development, manufacturing and sales of e-scooters and related battery lease and battery charging services for e-scooters. The Ebus segment includes the design, development, manufacturing and sales of Ebus. Its EV models include the VF 3, VF e34, VF 8, VF 9, VF 5, VF 6, VF 7, the Green series, which includes Minio Green, Herio Green, Nerio Green, Limo Green, and VF Wild. It offers two trims of the VF 8 model in North America, Europe, Vietnam and the Middle East, the Eco and Plus. The Eco trim offers a longer driving range. The Plus trim offers high horsepower and luxury features, including a power-assisted tailgate.
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.
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- Localization Strategy: The company intends to ship electric scooters as completely knocked-down (CKD) kits for local assembly in Tamil Nadu, aiming for gradual production localization to reduce costs and enhance market competitiveness.
- Growing Demand for Electric Mobility: India, being one of the largest motorcycle and scooter markets globally with millions sold annually, presents a significant opportunity for VinFast to tap into the rising demand for electric mobility and enhance its brand presence.
- Profitability Challenges: While the e-scooter business typically offers higher margins, VinFast must achieve impressive scale to address intense market competition and ongoing cash burn issues, making it unlikely to resolve its financial losses in the short term.
See More
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- E-Scooter Launch: The company plans to introduce the Evo, Feliz, and Viper e-scooters in India, assembling them from completely knocked-down (CKD) kits in Tamil Nadu, aiming to tap into India's massive two-wheeler market despite facing stiff competition.
- Market Potential and Challenges: As one of the largest motorcycle and scooter markets globally, India's e-scooter business offers scale opportunities for VinFast, but it must quickly capture market share in a low-margin environment against entrenched competitors.
- Financial Risks and Investment Outlook: While VinFast's return to Southeast Asia is seen as a positive move, ongoing cash burn and net loss issues remain focal points for investors, suggesting that the company continues to represent a high-risk investment.
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- Quarterly Delivery Performance: The total deliveries for the first quarter amounted to 53,684 units, indicating sustained growth in the EV market for VinFast, particularly with the Limo Green and VF 3 models delivering 12,471 and 10,188 units respectively, becoming the top sellers.
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- Ongoing Market Demand: The first quarter also saw deliveries of 6,679 VF 6, 3,809 Minio Green, and 3,686 VF MPV 7 vehicles, reflecting VinFast's continued appeal and growing market demand for its expanding EV lineup.
See More
VinFast Reports Record E-Scooter Demand in Vietnam
- Surge in Demand: VinFast disclosed over 135,000 dealer orders for e-scooters in Vietnam, with more than 93,000 units shipped in March, indicating robust market demand that solidifies its leadership position in the Vietnamese market.
- Sales Highlights: In March, the Evo and Feliz models sold over 52,000 and 24,000 units respectively, with the Evo lineup contributing over 250,000 units in 2025, showcasing strong consumer preference for the brand.
- Network Expansion: At the beginning of 2026, VinFast launched new Evo, Feliz II, Viper, and Amio e-scooters while expanding its battery-swapping network to 4,500 stations, targeting 45,000 battery cabinets in Q1 to enhance user convenience.
- Market Performance: VinFast's shares have risen over 34% year-to-date, reflecting investor confidence in its continued growth potential, particularly against the backdrop of strong performance in the e-scooter market.
See More
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- Policy Boost: The Canadian government has revived its electric vehicle rebate program, allowing the VinFast VF 8 to qualify for up to CAD 5,000 in federal incentives, with total rebates reaching CAD 18,000, lowering its starting MSRP to CAD 35,070 and significantly enhancing market appeal.
- Long Warranty: VinFast offers an industry-leading 10-year or 200,000-kilometer vehicle warranty, along with a 10-year unlimited-kilometer warranty on the high-voltage battery, which boosts consumer confidence and facilitates purchasing decisions.
- Market Competitiveness: The VF 8 features dual-motor all-wheel drive and an 87.7 kWh battery, producing 349 horsepower with a range of up to 412 kilometers and a towing capacity of 1,800 kilograms, catering to diverse family needs and solidifying its competitive position in the mid-size electric SUV market.
See More
