Hyundai Motor to Hold 2026 CEO Investor Day, Announces '100 New Models and 9% Operating Profit Margin'

*This content was translated by AI.

On the 26th, Hyundai Motor held its "2026 CEO Investor Day" at Conrad Seoul Hotel in Yeouido, Seoul, unveiling its mid-to-long-term strategy and financial plan centered on strengthening competitiveness in core vehicle manufacturing and advancing future mobility technologies. The company officially confirmed its commitment to maintaining stable targets of achieving 5.55 million global sales by 2030 and a 60% share of electrified vehicles (xEV) sales, despite geopolitical risks and intensifying global competition.

The profitability target, the main highlight of this investor day, has been revised upward. The operating profit margin target for 2030 on a consolidated basis has been raised to over 9%, higher than the previous plan.Additionally, the scale of operating profit is set to expand by 11% compared to prior plans.Furthermore, Hyundai Motor plans to reduce the cost of goods sold (COGS) ratio by 3 percentage points through a comprehensive approach including vehicle lifecycle cost innovation (1.5 percentage points), material cost reduction (1 percentage point), and localization efforts (0.5 percentage points).As part of its shareholder return policy, the company will maintain a total shareholder return rate (TPR) of at least 35%, ensure a minimum dividend of 10,000 won per share, and retire all previously held treasury shares (approximately 800 billion won in value), excluding amounts approved for employee compensation.

In terms of product strategy, Hyundai Motor plans to launch over 100 new models globally by 2030.It will also expand global production capacity by 1.27 million units across North America (500,000 units), India (320,000 units), domestic markets (200,000 units), and CKD operations (250,000 units). In the North American market, Hyundai aims to introduce 10 new HEV models and achieve a 50% HEV sales share by 2030, with the Santa Fe EREV set for launch in the first half of next year. For Europe, the target is 420,000 EV sales by 2030. In India, Hyundai will focus on increasing SUV share to 80% and expanding exports by 30%. The Ulsan plant in Korea will be restructured into a Software-Defined Factory (SDF) equipped with AI-based quality management. Genesis aims to build a LINE lineup covering EVs, HEVs, EREVs, and high-performance vehicles, targeting 350,000 sales by 2030.

In the field of future technologies, Hyundai Motor will supply Waymo with Ioniq 5-based robotaxis in the fourth quarter of this year, apply Level 2+ autonomous driving to the SDV Yangsan vehicle by 2028, and operate a 100MW-class Saemangeum AI data center by 2029. In the battery sector, the company will adopt self-developed high-performance cells, cloud-based BMS, and thermal runaway prevention (TRP) technologies. Starting in 2028, Hyundai plans to deploy humanoid robots named Atlas at its Georgia plant in the United States for practical operations.

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*This content was translated by AI.