Hyundai Motor Company has laid its cards squarely on the table at its 2025 CEO Investor Day.
“In an industry facing unprecedented transformation, Hyundai is uniquely positioned to win,” said President and CEO José Muñoz, pointing to product breadth, manufacturing agility and technology depth as the company’s edge.
What Hyundai’s building (and where)
Hyundai is reinforcing a headline target of 5.55 million global vehicle sales by 2030, anchored by an electrified push that’s meant to do the heavy lifting: 3.3 million of those units are slated to be hybrids and EVs across North America, Europe and Korea.
It’s a wider net, from mid-size pickup trucks for the U.S. heartland to light commercial vehicles, plus a suite of region-tailored EVs such as IONIQ 3 for Europe, India’s first locally designed Hyundai EV, and China-built Elexio and a C-segment electric saloon.
From 2027, Hyundai will introduce Extended-Range EVs (EREVs) targeting more than 600 miles (about 960km) by pairing in-house high-performance batteries with optimised engine-battery integration.
On the digital side, Pleos Connect lands from Q2 next year with multi-window interfaces, profile-based personalisation and an in-car app marketplace. Under the skin, a trio of AIs, which are Atria (map-light autonomy), Gleo (natural-language voice) and Capora (fleet analytics), push the brand’s Software-Defined Vehicle (SDV) ambitions from slide deck to showroom.
Genesis: racing gloves over a tux
Genesis is celebrating ten years with a cool million cars sold and double-digit margins. The brand is targeting 350,000 annual sales by 2030, expanding in the U.S., Europe, the Middle East, Korea, China and select emerging markets.
Expect luxury SUVs (X Gran Equator, Neolun), emotional halo models (X Gran Coupé Concept), Magma-line specials and ultra-bespoke commissions. There’s even a factory-fresh motorsport arm (Genesis Magma Racing) heading to WEC in 2026 and IMSA in 2027 to funnel race tech back into road cars.
Partnerships with teeth
Hyundai’s alliance map is punchy: Waymo-compatible IONIQ 5 prototypes have gone to public-road testing in the U.S., and a strategic tie-up with General Motors will co-develop five vehicles from 2028 with projected annual sales north of 800,000 units once ramped.
Meanwhile, Amazon Autos is being used as a visibility and conversion engine, sweetening dealer profitability with new finance options, accessories and better offline spill-over.
“We’re not just adapting to change. We’re leading it, building the mobility company of the future.”
José Muñoz, President and CEO of Hyundai Motor Company
CFO Seung Jo (Scott) Lee detailed a pragmatic recalibration: revenue growth guidance nudged up to 5–6%, while the operating-profit-margin band eases to 6–7% to account for fresh U.S. tariffs. That’s paired with a KRW 77.3 trillion investment plan from 2026–2030 aimed at sharpening software talent, localising capacity and future-tech footholds.
The scorecard target is sustainable OPM of 7–8% by 2027 and 8–9% by 2030. Shareholders aren’t forgotten either: a >35% Total Shareholder Return policy for 2025–2027 and a minimum DPS of KRW 10,000.
The U.S. remains centre stage. Hyundai will invest KRW 15.3 trillion to expand production and build a robotics ecosystem there, as part of the Group’s broader USD 26 billion American commitment.
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