Lotus Group First Half 2025 Financial Results

Lifted shamelessly from the SELOC forum (thanks to the guys that posted on there)
First half results for 2025 here, worth a quick read: -

https://ir.group-lotus.com/node/8186/pdf

Headlines are: -

- Delivered over 2,800 vehicles and achieved total revenue of $218 million in the first half of 2025

- The operating loss in the first half 2025 narrowed approximately 40% year-on-year to $263 million

- Received up to approximately $500 million funding commitment from institutional investors and strategic partners

- Lotus Robotics entered into MOU with a strategic partner for strategic collaboration on intelligent driving, exploring
Robotaxi development in Saudi Arabia.


Deliveries1 by Model Type

2Q 2025 2Q 2024 % Change (YoY)

Lifestyle SUV and Sedan 1,170 1,385 (16%)

Sportscars 240 1,354 (82%)

Total 1,410 2,739 (49%)

 

[geoffbland]

Deliveries by Region
1H 2025 1H 2025% 1H 2024 1H 2024 %
Europe 858 31% 1,459 30%
China 1,403 50% 1,239 25%
North America 430 15% 1,278 26%
Rest of the World 122 4% 928 19%
Total 2,813 100% 4,904 100%

Huge drop in sales to US (as expected) and rest of the world. But compensated for by a huge increase in sales in China.

 

[Six Speed Stephen]

Yikes.

First im hearing of Lotus Robotics though.

 

[freefall_junkie]

Deliveries by Region
1H 2025 1H 2025% 1H 2024 1H 2024 %
Europe 858 31% 1,459 30%
China 1,403 50% 1,239 25%
North America 430 15% 1,278 26%
Rest of the World 122 4% 928 19%
Total 2,813 100% 4,904 100%

Huge drop in sales to US (as expected) and rest of the world. But compensated for by a huge increase in sales in China.

So, if I am reading that correctly they are on track for under 6k cars in 2025 Under Lotus's Vision 80 plan from just a couple of years back they were targeting 75k cars this year, with the vast majority of that coming from EV sales. No wonder they are in the

 

[sixtyy]

I’d buy a electre if they were $80K. I can’t not buy Caynne if this thing is $160K start price in US.

 

[Milk242]

Lotus EV prices are screwed in the US with the 100% tariff issue. They could use the polestar strategy. Polestar is currently manufacturing their polestar 4 for the North American market at their SK facility to help mitigate tariffs. I think they will eventually move to manufacturing to their Volvo factory in the US.

 

[EspritGuy]

Yikes.

First im hearing of Lotus Robotics though.

'Add electronics and automate.'
(apologies to C. Chapman)