EV Co has shared an update.
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The post highlights Polestar’s 2025 performance, reporting record global retail deliveries of 60,119 vehicles, up 34% year-over-year from 44,851 units in 2024. Fourth-quarter sales reached 15,608 vehicles, a 27% increase versus the prior-year period. According to the post, growth was driven by network expansion of more than 50% outside China, a broadened product range, and strengthened demand in key European markets, resulting in market share gains and outperformance versus several established automakers in parts of Europe. Polestar plans to present a strategy update in February.
For investors, these metrics indicate robust volume growth and potential operating leverage for Polestar despite broader EV sector headwinds such as pricing pressure and uneven regional demand. If sustained, higher volumes and expanding distribution could support revenue growth and help dilute fixed costs, although profitability will still depend on pricing discipline, cost control, and product mix. The noted market share gains in Europe suggest a strengthening competitive position that may pressure rivals and could validate continued investment in product and network expansion. The upcoming strategy update will be an important catalyst, providing clarity on Polestar’s path to scale, margins, and capital needs within a competitive and rapidly evolving EV landscape.