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Stellantis Books €22.2 Billion Charge, Halts Dividend as Shares Plunge in EV Strategy Reset

The company attributes the hit to overestimating EV uptake, with a detailed reset to be unveiled on May 21.

Overview

  • Stellantis projects a preliminary net loss of €19–21 billion for the second half of 2025 tied to the write-downs.
  • The board authorized issuance of hybrid perpetual subordinated bonds up to €5 billion, and industrial liquidity stood at about €46 billion at year-end 2025.
  • Management canceled unprofitable programs and platforms, including the previously planned Ram 1500 BEV, and expects roughly €6.5 billion of cash outflows over four years.
  • Shares fell as much as about 25% after the announcement, erasing several billion euros of market value, and the company will not pay a 2026 dividend.
  • A full industrial and brand plan will be presented on May 21, 2026; some outlets report the ACC Termoli gigafactory has been scrapped, which the company has not confirmed.