Added to YB: 2026-10-05
Pitch date: 2026-10-01
BMW.DE [neutral]
Bayerische Motoren Werke Aktiengesellschaft
+0.4%
current return
Author Info
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Company Info
Bayerische Motoren Werke Aktiengesellschaft develops, manufactures, and sells automobiles and motorcycles, spare parts, and accessories worldwide.
Market Cap
EUR 33.1B
Pitch Price
EUR 54.90
Price Target
N/A
Dividend
7.95%
EV/EBITDA
9.26
P/E
5.26
EV/Sales
1.07
Sector
Automobiles
Category
turnaround
BMW (BMW Germany): All about them cost reductions
BMW.DE (update): BMW’s new strategy centers on simplifying its model range, buying more standard components from suppliers, increasing local sourcing in China and restructuring its German workforce, but the payoff is back-end-loaded. Automotive EBIT margin is targeted at just 3-5% in 2028 versus roughly 2% expected in 2026, with 8-10% delayed until the next decade. New models should support 2027, while China, pricing, mix and input costs could absorb savings; BMW targets €5bn of Automotive free cash flow in 2028.
Read full article (2 min)