Hyundai Motor India (HYUNDAI) Investor Day 2025 summary

Strategic vision and growth roadmap

• Targeting 15%+ domestic market share and 1.1 million unit capacity by 2030, with up to 30% of production for export, and 26 new launches including seven new nameplates by 2030.

• Over 50% of the portfolio will be eco-friendly powertrains (EV, hybrid, CNG) by 2030, with 82%+ sales mix in SUVs and MPVs, and entry into new segments like MPVs, off-road SUVs, and micro-mobility.

• Genesis luxury brand to launch in India by 2027, offering luxury SUVs, bespoke vehicles, and high-performance models, aiming for significant volume growth by 2032 and double-digit profit margins.

• Investment of INR 45,000 crore (~₹450 billion) planned over five years, with 60% allocated to product and R&D, and the rest to capacity and infrastructure.

• Dividend payout guidance set at 20%-40%, with 1.5x revenue growth targeted by 2030.

Product and technology innovation

• 26 launches by 2030, including seven India-centric nameplates, six full model changes, six derivatives, and seven enhancements.

• By 2030, portfolio will include 13 ICE, five EVs, eight hybrids, and six CNG models, with a focus on high-profit segments and flexibility to adapt to market and policy changes.

• First locally manufactured dedicated electric SUV to launch by 2027, with deep EV supply chain localization, battery assembly in India, and partnerships with IITs.

• Next-gen infotainment, advanced battery technologies, cloud-based BMS, and multiple battery chemistries for optimized performance and safety.

• Manufacturing excellence with software-defined factories, advanced automation, AI-based quality control, and recognition for innovation and sustainability.

Financial performance and guidance

• Revenue expected to grow from ₹692K million in FY'25 to over ₹1,000K million by FY'30, with double-digit EBITDA margin (11%-14%) and >2x PAT since FY'20.

• CapEx to be funded through internal accruals and cash reserves, maintaining AAA credit rating.

• Export strategy targets 30% of production by 2030, with higher average selling prices and profitability than domestic sales, and a 12% CAGR in export volumes from FY'21 to FY'25.

• Consistent dividend payout policy of 20–40% despite aggressive investment plans.

• Commitment to sustainable shareholder returns and disciplined capital allocation.