NASDAQ$VFS

VinFast Auto Ltd · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

VinFast files audited FY2024 results with VND44.3T revenue and VND73.3T net loss

VinFast Auto filed audited consolidated financial statements for the year ended December 31, 2024 via Form 6-K EX-99.1. Total revenue reached VND44.3 trillion, comprised of VND42.7 trillion from contracts with customers and VND1.7 trillion from leasing activities, up from VND27.7 trillion in 2023. The company reported a gross loss of VND29.3 trillion and an operating loss of VND50.4 trillion as EV volume scaled. Net loss for the year was VND73.3 trillion versus VND79.4 trillion in 2023, with basic and diluted loss per share of VND31,309. Ernst & Young issued an unmodified opinion but highlighted a material uncertainty related to going concern given current liabilities exceeding current assets by VND105.5 trillion. EV deliveries for full-year 2024 reached 97,399 units, up approximately 192% from 2023.

  • FY2024 total revenue VND44.3T (+57.9% YoY); EV sales drove the majority of revenue
  • FY2024 net loss VND73.3T; basic/diluted loss per share VND31,309
  • Gross loss VND29.3T; operating loss VND50.4T as production and warranty costs scaled
  • Auditor flagged material going-concern uncertainty; current liabilities exceed current assets by VND105.5T
  • 97,399 EV deliveries in 2024 (+192% YoY); Q4 deliveries 53,139 (+143% QoQ)

Headline financials

Total Revenue

VND 44.3T

Previous: VND 437M+10151184.0%
EPS (adj)

-VND 0.54

Previous: -VND 0.28-92.9%
EV deliveries (full year 2024)

97.4K

No prior period
EV deliveries (Q4 2024)

53.1K

No prior period
Net Income

-VND 73.3T

Previous: -VND 14.8T-394.7%
Operating Income

-VND 50.4T

Previous: -VND 10.1T-398.0%
Gross Profit

-VND 516M

Previous: -VND 3.62T+100.0%
R&D Expense

VND 106M

No prior period

Revenue & EPS history

VinFast · Revenue · Quarterly

VND 44.3T

Q4 2024+10,151,184%vs Q4 2023
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Revenue by segment

VinFast · VND 44.3T total across 2 segments · Q4 2024

  • Revenue from contracts with customers (primarily EV sales)
    VND 42.7T
  • Revenue from leasing activities
    VND 1.66T

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-2.0%

Avg return

Earnings day

-2.3%

Avg return

5 days after

-9.0%

Avg return

30 days after

24%

4 / 17 earnings

Positive

+3.8%

Q1 2025

Best reaction

-9.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-1.0%+3.3%
Q1 2026-1.0%+3.3%
Q4 2026-6.0%-6.8%-25.1%
Q3 2026-8.7%-6.8%-1.0%
Q2 2025-2.4%-2.9%-3.2%
Q1 2025+3.8%+2.9%+2.3%
Q4 2024+2.8%+4.6%+8.4%
Q2 2024-9.1%-4.3%-3.3%
Q1 2024+0.0%-7.2%-14.9%
Q4 2023-3.8%+6.1%-5.7%
Q3 2023-0.2%-7.0%-26.2%
Q2 2023-8.4%-25.1%-68.7%
Q1 2023+0.0%-0.5%-0.1%
Q3 2022+0.0%+0.0%+0.7%
Q2 2022+0.0%+0.0%+0.5%
Q4 2021+0.3%+0.3%-0.2%
Q1 2022+0.4%+0.5%+0.9%

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