Polestar reports 11,900 EV deliveries in Q3 amid market challenges

Published 2024-10-11, 07:42 a/m
PSNYW
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GOTHENBURG, Sweden - Polestar (NASDAQ:PSNY), the Swedish electric vehicle manufacturer, announced its third-quarter delivery figures, with approximately 11,900 cars delivered. This brings the total deliveries for the first nine months of 2024 to 32,300, a decrease from the 41,844 vehicles delivered during the same period last year.

The company highlighted the introduction of a more active sales model, which has begun to show promising results through solid order intake in its initial markets. CEO Michael Lohscheller emphasized the company's strong foundation, including access to leading electric vehicle technology and global manufacturing capabilities, supported by Geely.

Despite the current economic headwinds affecting the automotive industry, such as new import duties, Polestar anticipates its 2024 revenue to be in line with 2023 figures and expects to achieve a positive gross profit margin in the fourth quarter. The company also reaffirmed its target of reaching cash flow break-even by the end of 2025, albeit at lower volumes than previously projected.

Polestar, in collaboration with Geely, is actively engaged in discussions with its club loan lenders, who have shown support, regarding its loan covenants in light of the anticipated performance and market conditions.

The company has announced a business and strategy update webcast scheduled for January 16, 2025, where it will publish selected Q3 financial and operational highlights. This move is part of a broader strategy to streamline its focus on the ongoing business review and to meet annual reporting requirements for 2024.

Polestar's current lineup includes the Polestar 2, an electric performance fastback; Polestar 3, an electric SUV; and Polestar 4, an SUV coupé. With plans to expand its lineup to five performance EVs by 2026, the company is also working on the Polestar 0 project, which aims to produce a climate-neutral car by 2030.

This update is based on a press release statement and has not been independently verified. The company's forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those projected.

InvestingPro Insights

Polestar's recent delivery figures and financial outlook align with several key metrics and insights from InvestingPro. The company's struggle with decreasing deliveries is reflected in its revenue growth, which stands at -22.48% for the last twelve months as of Q2 2024. This decline underscores the challenges Polestar faces in the current economic environment.

InvestingPro Tips highlight that Polestar "operates with a significant debt burden" and "may have trouble making interest payments on debt." These insights are particularly relevant given the company's discussions with club loan lenders regarding loan covenants, as mentioned in the article.

The company's aim to achieve a positive gross profit margin in the fourth quarter is an important goal, especially considering that InvestingPro data shows a gross profit margin of -22.57% for the last twelve months. This negative margin aligns with another InvestingPro Tip stating that Polestar "suffers from weak gross profit margins."

Polestar's target of reaching cash flow break-even by the end of 2025 is crucial, as InvestingPro indicates that the company is "quickly burning through cash" and is "not profitable over the last twelve months." The adjusted market cap of $3,110 million USD reflects the market's current valuation of the company amidst these challenges.

Investors looking for a more comprehensive analysis can access 13 additional InvestingPro Tips for Polestar, providing deeper insights into the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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