Volkswagen's restructuring plan wins approval, but investors remain skeptical

ManagementAnalyst
โดย Investing.com·DE·Read original
Summary · why it matters

Volkswagen's complex governance and cost problems have led many investors to view the German automaker as "not fixable," but Deutsche Bank analysts say the approval of its Zukunftsplan 2030 restructuring plan could challenge that perception. The plan includes about 50,000 workforce reductions by 2030 and aims to streamline the portfolio by roughly one-third, while also using China as an export hub for the Global South. German manufacturing remains a key challenge, with about 500,000 units of excess European capacity and plants in Emden, Zwickau, Hannover, and Neckarsulm lacking competitive successor allocations beyond 2031-2034. Instead of immediate closures, Volkswagen is giving these plants until June 2027 to reach competitive cost levels. Deutsche Bank maintained its Buy rating and €115 price target, implying roughly 51% upside from the September 3 closing price of €76.36.

Impact on stocks 3

Consumer Discretionary▲ · 1 stocks
Volkswagen AG
VOW
▲ PositiveCapitalrelevance

Volkswagen's restructuring plan wins approval, with Deutsche Bank seeing it as challenging the 'not fixable' perception and maintaining a Buy rating with 51% upside.

Electrification & Mobility▲ · 1 stocks
Volkswagen AG VZO O.N.
VOW3
▲ PositiveCapitalrelevance

Volkswagen's restructuring plan wins approval, with Deutsche Bank seeing it as challenging the 'not fixable' perception and maintaining a Buy rating with 51% upside.

Financials▲ · 1 stocks
Deutsche Bank Aktiengesellschaft
DBK
▲ PositiveCapitalrelevance

Deutsche Bank analysts maintain Buy rating and €115 price target on Volkswagen, highlighting their positive view on the restructuring plan.

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