VW Group Car/LCV/CV Deliveries: 2025-26 (Q1)

The VW Group's Q1 is broken down into four parts. 

The first one shows deliveries are down 4% YTD. Just over half (53%) are for VW PC, which is down 8%. Audi is down 6% and Porsche 15%. Škoda is up 14% and VW light commericals 10%.

The truck division is known as Traton. Man is up 15% but the rest are down. That puts the division 6% lower than 2025. When added to the above, it brings VW Group to 2,048,900 units. 

The regions involve adding the two above for a complete VW Group. Western Europe leads the way with 41% of the total and a 4% increase. China continues its trajectory down, now just over a quarter of the total but -15%. 

Finally, we look at how electric vehicles are faring. Virtually all of them are sold in Europe (88%) and it was the only region that increased. Frankly, everywhere else is pathetic. The USA and China experienced a collapse in volume but as the numbers involved aren't large, it mitigated the impact. 

Dacia Brand Car/LCV Deliveries: 2025-26 (Q1)

Since 2021, Dacia has increased each year. Then suddenly it delivers a 16% drop in Q1 2026! Pressure from value focused Chinese carmakers has affected sales. 

Dacia's market share in its home market of Romania have dropped from 29% share in 2025 to just 18% in Q1 2026 which is big. The home market is very important to Dacia.

So is this volume reduction a realignment of volume for the brand or simply a short term hiccup? In a world of indulgence and excess, I like that a no frills, budget brand can survive and prosper. The questionably achieved advantage that Chinese brands have may put pay to that.

Data & photo source: Renault Group.