VW Group Vehicle Deliveries: 2025-26 (Q1-Q3)

The VW Group's Q1-Q3 is broken down into four parts. The first covers passenger car and light commercial deliveries by brand. 

Deliveries are down 9% YTD (H1 was -7%). Just over half (52%) are for VW PC, which is down 14%. Audi is down 11% and Porsche -16%. Škoda is up 6% and VW light commercial division +3%.

The truck division is known as Traton. Man is up 6% (H1 up 8%), Scania +1% (H1 +1%) but the International is up 3% after a slow start. That puts the division up 3% lower than 2025 (H1 -1%). When added to the above, it brings VW Group to 6,011,000 units. 

The regions involve adding the two above for a complete VW Group. Western Europe leads the way with 42% of the total and a 1% increase. China continues its trajectory down, now just under a quarter of the total and -30% (H1 -26%). Take China out of the equation and the result is quite good. 

Finally, we look at how electric vehicles are faring. Virtually all of them are sold in Europe (86%) and it was the only region that increased. Frankly, everywhere else is very poor. The USA and China experienced a collapse in volume but as the numbers involved aren't large, it mitigated the impact to just -5% collectively (H1 -6%).

KG Mobility Deliveries : 2025-26 (Q1-Q3)

KGM deliveries were down 2% YTD for Q1-Q3. After a bright start, Q3 was down 17%. Formerly SsangYong, it battles along with a pick up truck (Musso) and a range of SUVs. A series of owners have been unable to lift the brand to another level in terms of size. 

In 2023, KGM made its first profit in 16 years. In 2026, the net profit was $US40 million or an 2.4% margin. The domestic sales vs export sales are 36% / 64%. CKD are kit set assembled cars, the model not stated by KGM. but possibly mainly Rexton but also Musso. Indonesia and Vietnam are the destinations. 

KGM provided the data and the photos. They are of the Musso and Torres. 

2026 will see greater emphasis placed on EVs and hybrids. KGM has also added a few more export markets.  

The Musso has 36.8% of the total deliveries, up from 27.4% for the full 2025 calendar year. The Torres is up to 31.2%. Not surprisingly, all other models have lost some share to varying degrees. 

GWM Ora Global Sales: 2023-26 (Q1-Q3)

The first installment of ORA covers from its inception to 2022.

2023 and there was a slight recovery of 4% to 108,500. More exports and realigned pricing enabled an improved outcome. 

2024 looked like a disaster on paper with just 63,300 sales (-42%). What was happening was GWM was rebuilding the ORA brand identity. 

For one thing, the 'Cat' was dropped from the names for export and mainly locally too. They became numerals instead, such as 03. Another was ORA became GWM ORA, which is called the  Branded House way. That saved on marketing cost. Yet another was closing its European HQ in Munich.

Again, in 2025 things looked a mess. 48,300 sales (-24%) say it all, doesn't it? It was moving from a compact hatchback brand to the EV SUV segment and the arrival of the ORA 5 at the end of 2025 was the result. 

2026 started to show the fruits of a major switch in emphasis to SUVs and crossovers. In nine months, sales exceeded a completed 2025 by 23%. It's up 100% YOY! So things are looking up for GWM ORA. We'll keep an eye on its progress. 

Data Source: GWM. Photos: ORA 5 (above) & Lightning Cat or 07 (below).