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Sparks commentary - VinFast Auto

Industrials

Sparks - VinFast Auto

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VinFast Auto (NASDAQ: VFS) Q126 deliveries
Published by Harry Kilby

VinFast Auto started 2026 with clear delivery momentum, underpinned by a sharp growth across both 4W and 2W segments. Preliminary Q126 global electric vehicle (EV) deliveries reached 58,577 units, up 61% y-o-y, supported by a strong March performance in Vietnam, where deliveries rose 179% m-o-m and 127% y-o-y to 27,609 units. The Limo Green and VF 3 remained the company’s leading models domestically. Momentum was even stronger in 2W, with Q1 Vietnam deliveries rising 219% y-o-y to 143,136 units, driven by robust demand for the Evo and Feliz models, and over 135,000 dealer orders received and more than 93,000 being shipped in March alone. VinFast is scheduled to report Q126 financial results before market open on 8 June 8 2026.

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