VinFast (NASDAQ: VFS) reports 115,916 EV deliveries and 72% growth in H1 2026
Rhea-AI Filing Summary
VinFast Auto Ltd. reported preliminary domestic Vietnam deliveries of 17,955 electric vehicles in June 2026 and a record 115,916 EVs in the first half of 2026. This first-half volume represents a 72% increase compared to the same period last year and is described as the first time an automotive brand has exceeded 100,000 vehicle deliveries in the first half of a calendar year in Vietnam.
In June, Limo Green was the top model with 3,868 deliveries, followed by VF 3 with 3,550, VF 5 and Herio Green combined with 3,364, VF 6 with 2,988, VF 7 with 1,437 and VF MPV 7 with 1,254. For the first half of 2026, Limo Green and VF 3 reached 27,927 and 23,781 deliveries, respectively. VinFast also highlighted the launch of the VF 2 compact urban EV in Vietnam, with deliveries expected to begin in September 2026, and noted that delivery figures are preliminary and one of several measures of performance.
Positive
- First-half EV deliveries reached 115,916 units in Vietnam, a 72% year-over-year increase, which the company describes as a record for any automotive brand in the country for a calendar-year first half.
Negative
- None.
Insights
Strong domestic EV delivery growth with a broadened model lineup.
VinFast reports 115,916 domestic EV deliveries in the first half of 2026, a 72% increase versus the prior-year period. Management characterizes this as a record for any automotive brand in Vietnam for a calendar-year first half.
Volume is spread across several models, led by Limo Green (27,927 units) and VF 3 (23,781 units), with meaningful contributions from VF 5/Herio Green, VF 6, VF MPV 7 and VF 7. This suggests an expanding, diversified product mix within the domestic market.
The company also introduced the VF 2 compact urban EV and opened pre-orders, with deliveries expected from September 2026, indicating a continuing product rollout. VinFast explicitly states that deliveries are preliminary and that deliveries represent only one measure of performance, as revenue also depends on average selling price and cost components.
Key Figures
Key Terms
preliminary domestic Vietnam deliveries financial
Vietnam Automobile Manufacturers’ Association market
registration statement on Form F-3 regulatory
registration statement on Form S-8 regulatory
average selling price financial
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