VinFast (NASDAQ: VFS) reports 406,453 2025 e-scooter deliveries, 5.7x 2024

Rhea-AI Filing Summary

VinFast Auto Ltd. reported preliminary domestic Vietnam deliveries of 406,453 electric scooters in 2025, about 5.7 times its 2024 domestic deliveries. Management attributes this surge to a broad e-scooter lineup aimed at different customer segments and says it reinforces VinFast’s leading position in the country’s electric two-wheeler market. The Evo series was the standout, with 253,178 Evo models delivered, making it the company’s best-selling e-scooter line. These figures are preliminary and may change after the year-end audit, and the company notes that deliveries are only one measure of performance and do not, by themselves, indicate quarterly financial results.

Positive

• Rapid e-scooter growth: Preliminary 2025 domestic Vietnam electric scooter deliveries of 406,453 units are about 5.7 times 2024, indicating very strong volume expansion.
• Successful Evo lineup: 253,178 Evo models delivered in 2025 made the Evo series VinFast’s best-selling e-scooter, underscoring strong product-market fit in its core segment.

Negative

• None.

Insights

EV sector equity analyst

VinFast shows very strong e-scooter volume growth in Vietnam.

VinFast reports preliminary 2025 domestic Vietnam deliveries of 406,453 electric scooters, approximately 5.7 times its 2024 domestic deliveries. This points to rapid adoption of its electric two-wheelers and suggests strong demand for its product range, particularly in its home market. The company highlights the breadth of its e-scooter lineup as a key driver.

The Evo series stands out, with 253,178 Evo models delivered, making it the best-selling e-scooter line for VinFast. Concentration in a successful model can help scale production and marketing efficiencies, although it also creates reliance on that product family. The company frames these results as reinforcing its leading position in Vietnam’s electric two-wheeler market and aligning with the country’s transition away from fuel-powered two-wheelers.

These delivery numbers are explicitly described as preliminary and subject to change after the year-end audit, and they may differ from the volumes ultimately recognized as vehicle sales revenue for the period. VinFast also cautions that deliveries alone are only one performance measure; actual financial outcomes will depend on average selling prices and cost components, which will be detailed in future financial reports.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

OF THE SECURITIES EXCHANGE ACT OF 1934

For the month of January 2026

Commission File Number: 001-41782

VinFast Auto Ltd.

Dinh Vu – Cat Hai Economic Zone

Cat Hai Island, Cat Hai Special Zone

Hai Phong City, Vietnam

(Address of principal executive office)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.    Form 20-F  ☒   Form 40-F  ☐

INFORMATION CONTAINED IN THIS REPORT ON FORM 6-K

VINFAST REPORTS RECORD DELIVERIES OF 406,453 ELECTRIC SCOOTERS IN 2025 IN VIETNAM

Hanoi, January 26, 2026 – VinFast Auto Ltd. (“VinFast” or the “Company”) announced its preliminary domestic Vietnam deliveries of 406,453 electric scooters¹ (“e-scooters”) for the full year 2025, representing approximately 5.7 times its domestic deliveries in 2024.

This achievement was driven by VinFast’s broad range of e-scooter products designed to serve diverse customer needs, reaffirming the Company’s leading position in the electric two-wheeler market² and reflecting the strong acceleration of Vietnam’s transition from traditional fuel-powered two-wheelers to electric two-wheelers.

Notably, 253,178 Evo models¹ across various variants were delivered, making the Evo series VinFast’s best-selling e-scooter model.

This Form 6-K shall be deemed to be incorporated by reference into the Company’s registration statement on Form S-8 (File No. 333-278251), registration statement on Form F-3 (File No. 333-275133), and registration statement on Form F-3 (File No. 333-291445) (including any prospectuses forming a part of such registration statements) and to be a part thereof from the date on which this report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.

Note 1: Preliminary delivery results are subject to change and may differ from the final number of deliveries that will be recognized as vehicle sales revenue for the period as a result of the year end audit.

Note 2: Market and industry statements in this document are based on Company research.

About VinFast

VinFast (NASDAQ: VFS) – a subsidiary of Vingroup JSC – is Vietnam’s leading automotive manufacturer, committed to its mission of creating a green future for everyone. VinFast produces a range of electric SUVs, e-scooters, e-bikes, and e-buses in Vietnam and exports to key markets across Asia, North America, and Europe. Learn more at www.vinfastauto.us.

VinFast deliveries represent only one measure of the Company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the average selling price and various cost components.

1

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	VinFast Auto Ltd.
Date: January 26, 2026	By:	/s/ Le Thi Thu Thuy
		Name:	Le Thi Thu Thuy
		Title:	Chairwoman and Director

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FAQ

How many electric scooters did VinFast (VFS) deliver in 2025?

VinFast reported preliminary domestic Vietnam deliveries of 406,453 electric scooters for the full year 2025.

How did VinFast’s 2025 e-scooter deliveries compare with 2024?

The company stated that the 406,453 domestic Vietnam e-scooter deliveries in 2025 were approximately 5.7 times its domestic deliveries in 2024.

Which VinFast e-scooter model sold the most in 2025?

VinFast delivered 253,178 Evo models in 2025, making the Evo series its best-selling e-scooter line.

Are VinFast’s 2025 e-scooter delivery numbers final?

No. VinFast notes these are preliminary delivery results, which are subject to change after the year-end audit and may differ from deliveries recognized as vehicle sales revenue.

Does VinFast say deliveries alone reflect its financial performance?

No. VinFast states that deliveries are only one measure of performance and should not be relied on as an indicator of quarterly financial results, which also depend on average selling prices and cost components.

What market position does VinFast claim in electric two-wheelers?

VinFast describes itself as holding a leading position in the electric two-wheeler market in Vietnam, based on its broad e-scooter product range.