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Thesis: The company's declining sales and increasing competition in the EV space are raising concerns about its future profitability and market position.
★ Analysts see FY2026 revenue reaching $113.1B — +17.1% growth in a single year.
What Could Go Wrong
1Declining sales in the passenger vehicle segment, down 15% YoY, indicating a potential shift in consumer preferences towards EVs.
2Increased competition from local EV manufacturers, with market share losses reported at 5% in the last quarter.
3Rising raw material costs, particularly for lithium and cobalt, could further compress margins, with estimates suggesting a 3% increase in production costs.
4Technological disruption from electric and autonomous vehicles
5Regulatory changes related to emissions standards
6Intensifying competition from domestic EV manufacturers