VinFast (NASDAQ: VFS) hits record 16,172 January EV deliveries in Vietnam

Rhea-AI Filing Summary

VinFast Auto Ltd. reported preliminary domestic Vietnam deliveries of 16,172 electric vehicles in January 2026, a record level and a 55% increase from the same month a year earlier. The Limo Green led with 3,868 vehicles delivered, followed by the VF 3 with 3,185 and the VF 5 with 2,737. The VF 6 and VF 7 reached 2,485 and 975 deliveries, while new models Minio Green and EC Van delivered 1,237 and 865 vehicles.

To celebrate Lunar New Year 2026, VinFast introduced a complimentary charging program in Vietnam. Customers buying EVs on or after February 10, 2026 receive free charging at V-Green stations until February 10, 2029, and earlier buyers receive free charging until three years after their delivery date, in each case up to 10 charging sessions per vehicle per month. The company noted these delivery figures are preliminary and may change after audit.

Positive

• Record volume and strong growth: Preliminary domestic Vietnam deliveries reached 16,172 EVs in January 2026, a record level and a 55% year-over-year increase, indicating rapid volume growth in VinFast’s core market.
• Broad model traction: Multiple models contributed significantly, including 3,868 Limo Green units and strong volumes from VF 3, VF 5, VF 6, VF 7, Minio Green, and EC Van, suggesting diversified product acceptance.
• Customer incentive program: A multi-year complimentary charging offer at V-Green stations for both new and existing customers may support EV adoption and strengthen brand loyalty in Vietnam.

Negative

• None.

Insights

EV sector equity analyst

Record January EV deliveries and a multi‑year free charging offer signal growth push in VinFast’s core market.

VinFast reported record preliminary domestic Vietnam deliveries of 16,172 EVs for January 2026, up 55% year over year. The model mix shows healthy breadth, with Limo Green leading at 3,868 units and several other models, including Minio Green and EC Van, contributing meaningful volumes.

The company also launched a complimentary charging program at V-Green stations. Buyers from February 10, 2026 receive free charging through February 10, 2029, while prior buyers receive up to three years of free charging from delivery. VinFast will cover up to 10 charging sessions per vehicle per month, which may support adoption but also adds ongoing cost obligations.

These figures are labeled as preliminary and may change after audit, and management cautions that deliveries are only one performance measure. Future financial statements will clarify how the higher volumes and charging incentives translate into revenue, margins, and cash flow.

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 February 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 16,172 ELECTRIC VEHICLES IN JANUARY 2026 IN VIETNAM

Hanoi, January 12, 2026 – VinFast Auto Ltd. (“VinFast” or the “Company”) announced its preliminary domestic Vietnam deliveries of 16,172 electric vehicles (“EVs”)¹ for January 2026, representing a 55% increase compared to the same period last year.

Notably, 3,868 Limo Green vehicles¹ were delivered during the month, making it VinFast’s best-selling model for the month and further reinforcing its position as the best-selling seven-seat multi-purpose vehicle in Vietnam². The VF 3 ranked second, with 3,185 vehicles¹ delivered. The VF 5 ranked third with 2,737 vehicles¹ delivered, followed by the VF 6 with 2,485 vehicles¹ and the VF 7 with 975 vehicles¹ delivered in the same month. VinFast’s two newest models, Minio Green and EC Van, also recorded strong performance, with 1,237 vehicles¹ and 865 vehicles¹ delivered, respectively.

The Company also announced a new complimentary charging program in Vietnam in celebration of the Lunar New Year 2026. VinFast customers who purchase VinFast EVs on or after February 10, 2026 will be eligible for complimentary charging at V-Green’s charging stations until February 10, 2029. Meanwhile, customers who purchased VinFast EVs prior to February 10, 2026 will be eligible for complimentary charging until the third anniversary of the applicable vehicle’s delivery date or any previously announced incentive charging programs for which they qualify, whichever is more favorable. Under the program, the Company will cover up to 10 charging sessions per vehicle per month.

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 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.

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: February 12, 2026	By:	/s/ Le Thi Thu Thuy
		Name:	Le Thi Thu Thuy
		Title:	Chairwoman and Director

2

FAQ

How many electric vehicles did VinFast (VFS) deliver in January 2026?

VinFast delivered a preliminary total of 16,172 electric vehicles in Vietnam in January 2026. This represents a 55% increase compared with the same month a year earlier, marking a record level of monthly deliveries for the company’s domestic market.

Which VinFast (VFS) EV models led January 2026 deliveries?

In January 2026, VinFast’s Limo Green led with 3,868 vehicles delivered, making it the month’s best-selling model. The VF 3 followed with 3,185 deliveries, and the VF 5 ranked third with 2,737, alongside meaningful volumes from VF 6, VF 7, Minio Green, and EC Van.

What complimentary charging program did VinFast (VFS) launch in Vietnam?

VinFast launched a complimentary charging program at V-Green stations in Vietnam. Customers purchasing EVs on or after February 10, 2026 receive free charging until February 10, 2029, while earlier buyers get free charging until three years after delivery, limited to 10 sessions per vehicle per month.

Are VinFast’s January 2026 delivery numbers final?

No. VinFast states that the January 2026 delivery figures are preliminary and subject to change. Final numbers may differ once the year-end audit is completed and will determine the deliveries ultimately recognized as vehicle sales revenue for the period.

Does VinFast (VFS) say deliveries fully reflect its financial performance?

VinFast explains that deliveries are only one measure of performance and should not be relied on as an indicator of quarterly financial results. Revenue and profitability also depend on factors such as average selling prices and various cost components across its EV business.

Which markets does VinFast (VFS) serve beyond Vietnam?

VinFast produces electric SUVs, e-scooters, e-bikes, and e-buses in Vietnam and exports to key markets across Asia, North America, and Europe. The January 2026 numbers disclosed relate specifically to domestic Vietnam EV deliveries, not its full global footprint.