Renault ranks approximately 12th globally in vehicle sales, with 2.3 million units sold annually. Despite this position, the company has successfully implemented a transformation strategy that allows it to achieve operating margins comparable to larger competitors. Currently, Renault operates at 90% capacity. The company benefits from a favorable mix, including the rapidly growing, higher-margin Dacia brand and an increasing proportion of C models, moving away from its historically dominant B model portfolio. Additionally, Renault is gradually reducing its shareholding in Nissan, which provides a cash buffer and potential upside if the entire stake is acquired. Notably, Renault has no exposure to US import tariffs.
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