VinFast Auto Stock Price, News & Analysis

Edison issued a report on VinFast Auto (NASDAQ: VFS) on December 15, 2025. The report describes VinFast as a Vietnamese pure‑play electric vehicle manufacturer that has transitioned to a fully electric lineup of EV passenger cars, e‑scooters, and e‑buses.

The report says VinFast is leveraging its core competencies in Vietnam — cited as a fast‑growing EV market — and an integrated EV ecosystem to expand into India, Indonesia, and the Philippines. Edison notes the opportunity from regional expansion is balanced against execution and capital risks common to fast‑growing EV manufacturers.

Edison confirms its reports are available for free on its website and that it is authorised and regulated by the Financial Conduct Authority.

VinFast (NASDAQ:VFS) launched the VF 9 seven-seater in Canada on December 15, 2025, positioning it as a roomy electric alternative to full-size gasoline SUVs. The VF 9 emphasizes comfort with second-row captain’s seats, ventilated/massage functions, an extended wheelbase and large windows, plus a minimalist cabin anchored by a 15.6 inch central display. The SUV offers up to 518 kilometres range in Canadian conditions and includes a 10-year/200,000 km comprehensive warranty and a 10-year unlimited mileage battery warranty. VinFast integrates charging access via its mobile app for Canadian and US networks to support longer trips.

The VF 9 blends Pininfarina design, North American proportions and family-oriented features to target buyers seeking large EV practicality and peace of mind.

VinFast (VFS) is portrayed as a potential Southeast Asian EV champion after surpassing twenty thousand deliveries in October and expanding production and testing internationally. The company operates plants in Vietnam and India, is building a new facility in Indonesia, and has maintained a two-year presence in Canada as a demanding test market for cold-weather performance, service coverage, and long-distance reliability.

This expansion and Canada validation are presented as catalysts for regional supplier investment, a more connected supply chain, and a shift from import dependence toward local EV industrial capability across Southeast Asia.

VinFast (Nasdaq: VFS) reported unaudited Q3 2025 results on November 21, 2025: revenue of US$718.6 million (VND 18,100.2 billion), up 46.8% YoY and 9.0% QoQ. Q3 EV deliveries were 38,195 (+74% YoY; +7% QoQ) and nine-month EV deliveries totaled 110,362 (+149% YoY). E-scooter/e-bike deliveries in Q3 were 120,052 (+535% YoY) and 9M deliveries were 234,536 (+489% YoY). Available liquidity was US$3.7 billion. The company secured a US$100M loan from MUFG and a US$150M three-year loan from Barclays, set a target to at least double 2025 global vehicle deliveries, and appointed Pham Nhat Quan Anh to the board.

VinFast (NASDAQ:VFS) profiles the VF 8, a five-seat midsize electric SUV that underpins the automaker’s global expansion.

Key facts: 100,000+ vehicles delivered in the first nine months of 2025 in Vietnam, new factories built in India and a plant being prepared in Indonesia, and international sales across North America, Europe, and the Middle East. The VF 8 offers up to 402 horsepower, styling by Pininfarina, and long warranty coverage including a 10-year/200,000 km vehicle warranty and 10-year unlimited-km battery coverage in North America.

The release emphasizes iterative product improvements, expanded service networks, integrated charging app coverage in North America, and rising consumer acceptance as evidence of VinFast’s fast learning and scale-up strategy.

VinFast (NASDAQ:VFS) said it delivered more than 100,000 vehicles in Vietnam in the first nine months of 2025, the first automaker in the country to hit that annualized milestone within a single year. The company emphasizes a customer-first strategy built on premium products, inclusive pricing, extended after-sales policies, and integrated EV infrastructure.

Key customer measures include a 10-year/200,000 km warranty in Canada, expanded spare-parts inventory (+50%), mobile service, a 24/7 hotline, and showroom/service rollout tied to home-charging readiness.

VinFast (NASDAQ:VFS) positions the seven-seat VF 9 as a full-size electric SUV for real-world Canadian use, blending luxury comfort with long-range capability.

Key specs include a C$77,000–C$81,000 starting price, Eco range up to 518 km, Plus range 462 km, dual-motor AWD with 402 hp from a 123-kWh battery and 0–100 km/h in about 6.5 seconds. The VF 9 carries a 10-year/200,000 km vehicle warranty and 10 years of unlimited-distance battery coverage; the VinFast app connects to ~95% of North American public chargers.

VinFast (NASDAQ:VFS) and Canada’s EV ecosystem are adapting as government incentives fade and adoption cools. EVs represented 9.2% of new car sales in Q2 2025, down from nearly 19% late last year, while the federal iZEV rebate ran out of funds in January. Dealers and OEMs are shifting to total cost of ownership messaging, flexible financing, and expanded warranties to rebuild buyer confidence.

VinFast highlights include a 10-year/200,000-km vehicle warranty, 10-year unlimited-mileage battery coverage, and a mobile app linking drivers to >100,000 public chargers (~95% of the North American network). Studies show 40–50% lower maintenance costs for EVs and that 42% of likely buyers became less willing to buy after the rebate pause.

VinFast (NASDAQ:VFS) positions its midsize EV, the VF 8, as a bridge between Vietnam’s rapid adoption and Canada’s slower transition.

Key facts: VinFast delivered more than 100,000 vehicles in the first three quarters of 2025 and held the top market position for 11 consecutive months. In Vietnam, roughly 42% of new cars sold in H1 2025 were electric. In Canada, EV share fell to 9.2% in Q2 2025 after a federal rebate ended.

VF 8 highlights: 402 horsepower, ~400 km range, all-wheel drive, a 10-year vehicle warranty and a 10-year unlimited-km battery warranty. Canadian pricing starts at about CAD $53,000 (Eco) and CAD $59,000 (Plus).