Stelantis sees a tariff of 1.2 billion euros in the second half

He said on Tuesday that the manufacturer sees the modified operating income margin of low numbers in the second half. Stelantis predictions previously predicted for the full year-which were canceled in April due to the chaos of the customs tariff-on the margin of numbers in the middle of the council. The company announced earlier this month a surprise 2.3 billion euros in the first half of the net loss after reducing investments and determining the cost of commercial wars.

The new CEO, Antonio Veusa, responds to changes in the car market as well as the company’s mistakes. The commercial moves of President Donald Trump raises expenditures and shakes global supply chains, while Chinese manufacturers led by BYD are pushing to the stagnant car market in Europe.

Stelantis issues are the most grave in the previous profit center in North America, where their shipments decreased by 25 % in the second quarter. The impact of definitions adds additional costs and weighs to the operation and net income. Duties raise parts of parts and Stelantis has lost their production in the first half after temporarily stopping production in Canada and Mexico.

Stelantis shares decreased by 4.1 % in Milan. The stock decreased about 37 % this year.

Revenue decreased in the six months to June during the same period last year after the decline in deliveries in Europe, North America, as well as the Middle East and Africa. They rose in South America, driven by increasing demand in Argentina. The company said it is witnessing improvements in the sizes of revenue and operating income units compared to the second half of 2024, partly due to new products such as Fiat Grande Panda.

Filosa is also under pressure to treat excess capacity in Europe and improve some non -non -group brands in the group. It includes the luxury car maker, MASERATI, which recorded a 38 % margin in the first half after the charges decreased.

“In flat markets, the more Stelantis has lost, the more needed to reduce the cost base, but the letter from the administration indicates that the past discounts were very deep,” wrote HSBC analysts including Michael Tindal in a recent note. “For investors (and for us), this offers some mystery.”

The company is betting that new models, including the hybrid Jeep Cherokee, and the Dodge Charger, six will help improve sales.

Stelantis recorded approximately 300 million euros of American definitions in the first half when she lost production and responded to higher duties. Doug Ostraman’s financial manager had reported the investors earlier this month that the impact of the fees would be “more” larger “in the second half. The new CEO is scheduled to speak to analysts later today.