Business description: Valeo SA

Valeo is a world leader in the design, manufacture, and marketing of automotive equipment. 2025 net sales break down by market as follows:

- POWER Division (50.3%): thermal management systems and propulsion systems for the electrification market for hybrid and electric vehicles (automated and hybrid transmission systems, battery thermal management, cabin thermal management, etc.);

- LIGHT Division (25.9%): technologies that improve vehicle visibility for drivers and other road users (innovative and intelligent exterior and interior lighting systems, window, windshield, and rear window wiping systems, and sensor cleaning systems);

- BRAIN Division (23.7%): driver assistance and interior experience solutions that are part of the transformation towards the software-defined vehicle (sensors, software and hardware systems including high-performance computing units, interior systems for driver monitoring and on-board improvement);

- other (0.1%).

Each of Valeo's Divisions has an activity in the replacement market, which represents, at the group level, 10.2% of net sales.

Net sales (including intragroup) are distributed geographically as follows: France (14.5%), Germany (10.9%), Europe and Africa (25.9%), the United States and Mexico (18.1%), the Americas (0.9%), China (15.9%) and Asia (13.8%).

Sales by Activity: Valeo SA

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Power

- - - 10.84B 10.51B

Brain

- - - 5.05B 4.96B

Light

5.09B 5.36B 5.54B 5.55B 5.4B

Other

174M 208M 264M 40M 29M

Thermal Systems

3.93B 4.54B 4.72B - -

Powertrain Systems

4.65B 5.69B 6.86B - -

Comfort & Driving Assistance Systems

3.42B 4.23B 4.66B - -

Geographical breakdown of sales: Valeo SA

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Other Europe and Africa

5.81B 6.75B 8.09B - 5.01B

United States/mexico

- - - - 3.9B

France

2.53B 2.72B 2.97B - 3.73B

China

- 3.73B 3.97B 3.68B 3.44B

Asia (Excluding China)

- 3.33B 3.37B 3.14B 2.98B

Germany

- - - - 2.35B

Americas (excluding United States/mexico)

- - - - 198M

Europe and Africa

- - - 11.08B -

North America

3.12B 3.81B 3.97B 3.93B -

South America

343M 388M 430M 379M -

Asia

6.02B - - - -

Eliminations

-560M -683M -758M -722M -711M

Executive Committee: Valeo SA

Manager TitleAgeSince
Chief Executive Officer 60 26/01/2022
Director of Finance/CFO 49 02/01/2024
Chief Tech/Sci/R&D Officer - 01/01/2019
Compliance Officer - 01/01/2012
Comptroller/Controller/Auditor - -

Composition of the Board of Directors: Valeo SA

Director TitleAgeSince
Director/Board Member 58 28/04/2015
Director/Board Member 65 26/05/2016
Director/Board Member 73 24/10/2017
Chairman 70 01/01/2023
Director/Board Member 67 23/05/2019
Director/Board Member 49 14/06/2019
Director/Board Member 55 01/03/2020
Director/Board Member - 19/11/2020
Director/Board Member 60 26/05/2021
Director/Board Member - -

Shareholders: Valeo SA

NameStocks%Valuation
Groupe Industriel Marcel Dassault SAS
5.602 %
13,760,000 5.602 % 202 M CHF
BPIFrance Participations SA /PRIVATE EQUITY/
5.13 %
12,600,000 5.13 % 185 M CHF
Wellington Management Co. LLP
5.043 %
12,386,258 5.043 % 181 M CHF
Valeo SA Employee Stock Ownership Plan
4.902 %
12,039,331 4.902 % 176 M CHF
ISALT-Investissements Stratégiques en Actions Long Terme SASU
4.158 %
10,213,000 4.158 % 150 M CHF
NameStocks%Valuation
RhumbLine Advisers LP
0.001443 %
7,089 0.001443 % 51 934 CHF
Sterling Capital Management LLC
0.000117 %
574 0.000117 % 4 205 CHF

Holdings: Valeo SA

NameStocks%Valuation
58,791,00060.93% 181 M $
2,694,1011.1% 39 M $

Company details: Valeo SA

Valeo SE

100, rue de Courcelles

75017, Paris

+33 1 40 55 20 20

http://www.valeo.com
address Valeo SA

Group companies: Valeo SA

NameCategory and Sector
Property/Casualty Insurance
Wholesale Distributors
Electrical Products
Auto Parts: OEM
Valeo Radar Systems, Inc.
Computer Processing Hardware

Other Auto, Truck & Motorcycle Parts

Change 5-day change 1-year change 3-year change Capi.($)
+2.99%+3.64%+219.50%+500.00% 47.36B
-2.58%-11.12%+103.18%+190.56% 35.89B
+0.62%-1.59%-0.86%-15.30% 32.27B
+5.04%-1.11%+55.64%+96.98% 27.92B
+4.34%-0.34%-6.72%+46.13% 18.88B
+2.58%+1.87%+59.90%+19.11% 17.58B
+1.00%-0.55%-4.38%+4.26% 16.42B
-0.04%-0.66%+39.90%+121.68% 15.58B
+0.26%-9.95%+22.17%+5.79% 13.95B
Average +1.58%-0.66%+54.26%+107.69% 25.09B
Weighted average by Cap. +1.58%-0.91%+77.08%+159.33%
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