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Porsche CEO Says 2025 Is the Low Point, Forecasts Rebound Next Year

He plans to finish most of the restructuring this year to counter pressures from China’s premium slump alongside US tariffs.

Overview

  • Porsche’s six-month consolidated profit fell 71% to €718 million, with the operating margin dropping to 5.5% from nearly 16%.
  • Oliver Blume called 2025 the absolute trough and said he sees good chances for a recovery next year following measures already initiated.
  • Management attributes the downturn primarily to collapsing premium demand in China and steep US import duties currently at 27.5%.
  • Porsche is expanding its savings program, including previously agreed job cuts in Stuttgart and Leipzig, to stabilize finances.
  • The company will be removed from the DAX on September 22 due to low free float and weak share performance, and Blume says returning to the index is the ambition.