Roland Berger’s Post

Today we have announced our trading update for the first half of the 2025 financial year, representing the six months to 30 September 2024. 📈 ✔️ Adjusted EBITDA excluding residual value (RV) profits up 14.1% year-on-year (YOY). 🚗 Total vehicles under management remained flat at 169k. 🤝 Corporate-sponsored schemes grew 5.6%, driven by strong customer retention and new customer wins. Tim Buchan, Zenith Chief Executive Officer, commented: “We continue to deliver on our long-term strategy, and while the economic environment remains challenging and weakened used car prices continue to impact our industry, there are tentative signs that used BEV and ICE vehicle pricing has stabilised recently. We were encouraged by the Government’s commitment to the electric vehicle transition in the Budget in October, providing long-term clarity on financial and other incentives for BEVs. Thank you to all our customers, business partners and employees for their continued support.” To find out more, click here 👉 https://lnkd.in/eVCs8e5x

At this year’s AAPEX and SEMA events in Las Vegas, interest in the automotive aftermarket remained high with industry participants optimistic for growth in the year ahead, even in today’s shifting environment. Despite challenges from discretionary spending pressures and potential new tariffs, businesses with proven models and strong market positions are well-positioned for growth. Access this latest article from our Transportation & Logistics Group to learn more about the key trends in the space and how they’re impacting M&A.

At this year’s AAPEX and SEMA events in Las Vegas, interest in the automotive aftermarket remained high with industry participants optimistic for growth in the year ahead, even in today’s shifting environment. Despite challenges from discretionary spending pressures and potential new tariffs, businesses with proven models and strong market positions are well-positioned for growth. Access this latest article from our Transportation & Logistics Group to learn more about the key trends in the space and how they’re impacting M&A.

Check out the S&P Global Mobility Global New Vehicle Registrations #dataviz on the S&P Global Marketplace to analyze vehicle sales around the world by comparing total sales volume for auto companies by year, region, make, retail price (MSRP), and more. Use this dataset to access near-real-time measure of global vehicle sales and gain an understanding of overall automotive market performance: https://okt.to/iXxJub

The automotive industry is experiencing a shift. New vehicle inventory growth has plateaued, signaling a potential change in market dynamics. Learn more about the implications in our latest On The Horizon report. https://hubs.li/Q02KRZR50

Excited to delve into the future of the automotive sector at the CRISIL Ratings webinar! Join us on May 2nd to explore growth drivers, EV trends, profitability, and more. Don't miss out! #automotive #webinar #CRISIL #Manufacturing

getting valuable market insights and possible future scenarios of the automotive aftermarket

European Automobile Manufacturers' Association (ACEA) 2024-25 edition of the Pocket Guide gives a highly diverse picture of the European automotive industry. The 2024-25 edition reveals the latest data on employment, production and sales, trade flows, vehicles on roads, road safety, environmental impact, innovation, and taxation – making it the handy reference guide for anyone interested in the automotive sector and related EU policies. The latest edition reaffirms the European automotive industry’s steadfast global leadership in R&D investment despite the continued uncertainty in the regulatory and geopolitical environment. #Automotive #ACEAPocketGuide https://lnkd.in/drCKrPvY

The retail and distribution of automotive aftermarket parts seems to be a dull and mature industry from the outside. However, when you look “beneath the bonnet”, there is a long run, profitable consolidation story, which is veritably exciting... https://lnkd.in/dCH-u_k7

𝟐𝟎𝟐𝟑 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐚𝐫 𝐬𝐚𝐥𝐞𝐬 𝐫𝐞𝐛𝐨𝐮𝐧𝐝𝐞𝐝 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲 2023 global car sales rebounded significantly after remaining stable in 2022, growing by almost 10% and surpassing 72 million units as supply chain challenges eased. Sales in Europe increased by 18.6% in 2023 compared to 2022. Similar trends in both EU and Eastern European markets drove this region-wide increase. #Carsales #Marketdata #GS #Goodtrip #TBB #PCR #TBR #Trucksales https://lnkd.in/eh9NBk9c