VFS July Deliveries: VF3 and VF5 Lead; Limo Green Launches in August

Rhea-AI Filing Summary

VinFast Auto Ltd. reported preliminary domestic deliveries of 11,479 electric vehicles in July 2025, bringing year-to-date deliveries to 79,048 through July 2025. July volumes were steady month-over-month, allowing the company to maintain its position as Vietnam's leading carmaker by vehicle deliveries based on VAMA and company data. The VF 3 was the month’s best seller with 3,140 deliveries, followed by the VF 5 (2,552) and Herio Green (2,128). Cumulative YTD leaders are the VF 3 (26,223) and VF 5 (24,364). VinFast began deliveries of the Limo Green in August 2025. The filing notes these are preliminary figures and that deliveries alone do not equal reported revenue or earnings.

Positive

• Strong July volume: 11,479 EVs delivered in Vietnam in July 2025 (preliminary).
• Robust YTD deliveries: 79,048 EVs delivered January–July 2025 (preliminary).
• Market leadership: Company maintains position as Vietnam's leading car manufacturer by deliveries (per VAMA and internal data).
• Clear model winners: VF 3 and VF 5 are top sellers (July: 3,140 and 2,552; YTD: 26,223 and 24,364).
• Product rollout: Deliveries of the Limo Green began in August 2025.

Negative

• Preliminary figures: Delivery results are preliminary and may change after the year-end audit.
• Limited financial information: The filing contains no revenue, margin, or earnings figures and cautions deliveries alone do not indicate quarterly financial results.

Insights

Financial Analyst

Steady operational volumes but limited financial insight; data are preliminary.

July deliveries of 11,479 and YTD 79,048 indicate continued retail traction in Vietnam and support the company's claim of market leadership by units. However, the report provides no revenue, pricing, margin, or cost detail, and expressly warns the preliminary delivery counts may change following year-end audit. For investors, operational momentum is positive but not sufficient to assess profitability or cash flow impact without accompanying financial metrics.

Industry Specialist

Model mix and new rollout suggest product-market fit in Vietnam; VF3 and VF5 lead demand.

The VF 3 and VF 5 together account for a large share of YTD deliveries (26,223 and 24,364 respectively), showing strong consumer acceptance of those models. The start of Limo Green deliveries signals continued product refresh and lineup expansion. Market leadership per VAMA and internal data is meaningful for domestic brand positioning and dealer/distribution strength, supporting VinFast's local scale advantage.

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 August 2025

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 DELIVERED 11,479 ELECTRIC VEHICLES IN VIETNAM IN JULY 2025

Hanoi, August 13, 2025 – VinFast Auto Ltd. (the “Company” or “VinFast”) announced its preliminary domestic Vietnam deliveries of 11,479 electric vehicles (“EVs”)¹ in July 2025. In total, the Company has delivered 79,048 EVs¹ to customers in Vietnam during the first seven months of 2025.

VinFast’s deliveries in July 2025 remained relatively steady month-over-month, enabling the Company to maintain its position as the leading car manufacturer in terms of vehicles deliveries in Vietnam². Notably, 3,140 VF 3 vehicles¹ were delivered in July 2025, making it VinFast’s best-selling model for the month. The VF 5 followed closely with 2,552 vehicles¹ delivered. The Herio Green ranked third with 2,128 vehicles¹ delivered, followed by the VF 6 with 1,902 vehicles¹ delivered, the VF 7 with 795 vehicles¹ delivered and the VF 8 with 319 vehicles¹ delivered.

From the beginning of the year through July 2025, the VF 3 and VF 5 were the two best-selling models in Vietnam with cumulative deliveries of 26,223 and 24,364 vehicles¹, respectively. The Company also delivered 10,454 VF 6 vehicles¹, 4,381 VF 7 vehicles¹, and 1,945 VF 8 vehicles¹ during the period.

The Company began deliveries of the Limo Green model in August 2025.

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) and registration statement on Form F-3 (File No. 333-275133) (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 data from the Vietnam Automobile Manufacturers’ Association and Company internal data (for VinFast only).

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.

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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: August 13, 2025	By:	/s/ Le Thi Thu Thuy
		Name:	Le Thi Thu Thuy
		Title:	Chairwoman and Director

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FAQ

How many EVs did VinFast (VFS) deliver in Vietnam in July 2025?

11,479 EVs in July 2025 (preliminary figure reported in the Form 6-K).

What are VinFast's year-to-date deliveries through July 2025?

79,048 EVs delivered in Vietnam from January through July 2025 (preliminary).

Which VinFast models led July 2025 deliveries?

VF 3: 3,140 delivered; VF 5: 2,552; Herio Green: 2,128 (all July 2025 preliminary figures).

Which models are the top sellers year-to-date?

VF 3: 26,223 YTD; VF 5: 24,364 YTD (January–July 2025, preliminary).

Are these delivery figures final and recognized as revenue?

No. The report states figures are preliminary and may differ from final deliveries recognized as vehicle sales revenue after the year-end audit.

When did VinFast begin deliveries of the Limo Green?

August 2025 (the company began deliveries of the Limo Green in August 2025).