VFS Earnings Prediction
The chart below shows how VFS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VFS sees a +23.63% change in stock price 10 days leading up to the earnings, and a -0.46% change 10 days following the report. On the earnings day itself, the stock moves by -4.06%. This data can give you a slight idea of what to expect for the next quarter's release.
VFS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
12.33T
49.33%
42.17%
Gross Margin
-24.00%
-19.73%
-61.72%
Operating Margin
-65.89%
-39.04%
-57.36%
Net Margin
-107.51%
-40.85%
-50.32%
EPS
-5.66K
-11.99%
-29.43%
No Data Available
VFS Earnings Analysis
VinFast Auto Ltd. Ordinary Shares Corporation (VFS.O) Earnings Conference Call
Positive
Record September Deliveries: Q3 2024 was underpinned by a robust September as we recorded our highest monthly delivery ever in our home market.
Vietnam's OEM Market Leadership: For the first time, Vietnam's OEM, which has been around for only seven years, has outperformed international competitors to become the market leader.
Vietnam's EV Industry Milestone: This marks a historic milestone for Vietnam's automotive industry as it now entered a very short list of countries in which a domestic pure EV player leads the sales chart.
EV Delivery Growth: During the quarter, we delivered 21,912 EVs, representing a 66% quarter-over-quarter and 115% year-over-year increase.
B2C Electric Car Sales Surge: We also observed Q3 2024 B2C electric car sales grew at a robust 163% quarter-over-quarter and 497% year-over-year.
Negative
Record September Deliveries: Q3 2024 was underpinned by a robust September as we recorded our highest monthly delivery ever in our home market.
Vietnam's OEM Market Leadership: For the first time, Vietnam's OEM, which has been around for only seven years, has outperformed international competitors to become the market leader.
EV Delivery Growth: During the quarter, we delivered 21,912 EVs, representing a 66% quarter-over-quarter and 115% year-over-year increase.
E-Scooter Delivery Trends: e-scooter delivery in Q3 were 18,894 representing a 44% sequential increase and a 33% year-on-year decrease, if you count the last delivery of GSM last year or 118% increase excluding delivery of GSM.
B2C Electric Car Sales Surge: We also observed Q3 2024 B2C electric car sales grew at a robust 163% quarter-over-quarter and 497% year-over-year.
VFS FAQs
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VFS Earning Call Sentiment
VinFast Auto Ltd. (VFS) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
VFS.O
-3.05%Positive
The earnings call summary presents a mixed picture: strong domestic performance and optimistic guidance for future deliveries, but significant financial challenges remain. The Q&A section reveals concerns about cash runway and gross margins, despite confidence in hitting targets. The negative gross margin and high cash burn rate are concerning, but the anticipated $3.5 billion capital injection offers some relief. Given the absence of market cap data, the stock price reaction is predicted to be neutral, as positive domestic achievements are offset by financial uncertainties.