VinFast Auto Ltd. (VFS) Form 6-K — Oct 19, 2026
VinFast reported Q2 2026 revenue of US$1,203.7 million, up 85.5% year-over-year, with EV deliveries of 70,085 units (+96% YoY) and e-scooter/e-bike deliveries of 286,039 units (+311% YoY). The company maintained its #1 position in Vietnam for 22 consecutive months with roughly 38% of the overall auto market. Profitability deteriorated sharply: gross loss widened to US$755.8 million with a gross margin of negative 62.8% (vs. -21.8% a year ago), driven by free-charging program costs and revenue deferrals.
Key figures
- Revenue
- 1203700000
- Guidance
- Full-year 2026 guidance maintained; production and delivery expectations in line with business plan despite semiconductor supply constraints.
- Revenue Yoy
- 85.5%
- Cash Position
- 281000000
- Gross margin
- -62.8%
- Gross loss usd
- 755800000
- Ev deliveries yoy
- 96%
- Total liquidity usd
- 2300000000
- Vietnam market share
- 38%
- Ev deliveries q2 2026
- 70085
- Ngoc hoi acquisition usd
- 1200000000
- Escooter ebike deliveries
- 286039
- Related party deliveries ev pct
- 6%
AI analysis
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