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 61 2022-01-25
Director of Finance/CFO 49 2024-01-01
Chief Tech/Sci/R&D Officer - 2018-12-31
Compliance Officer - 2011-12-31
Comptroller/Controller/Auditor - -

Composition of the Board of Directors: Valeo SA

Director TitleAgeSince
Director/Board Member 58 2015-04-27
Director/Board Member 66 2016-05-25
Director/Board Member 73 2017-10-23
Chairman 70 2022-12-31
Director/Board Member 67 2019-05-22
Director/Board Member 49 2019-06-13
Director/Board Member 55 2020-02-29
Director/Board Member - 2020-11-18
Director/Board Member 61 2021-05-25
Director/Board Member - -

Shareholders: Valeo SA

NameStocks%Valuation
Wellington Management Co. LLP
5.73 %
14,073,999 5.73 % 235 M €
Groupe Industriel Marcel Dassault SAS
5.566 %
13,670,486 5.566 % 229 M €
BPIFrance Participations SA /PRIVATE EQUITY/
5.13 %
12,600,000 5.13 % 211 M €
Valeo SA Employee Stock Ownership Plan
4.902 %
12,039,331 4.902 % 201 M €
ISALT-Investissements Stratégiques en Actions Long Terme SASU
4.158 %
10,213,000 4.158 % 171 M €
NameStocks%Valuation
RhumbLine Advisers LP
0.001443 %
7,089 0.001443 % 59 250 €
Sterling Capital Management LLC
0.000117 %
574 0.000117 % 4 797 €

Holdings: Valeo SA

NameStocks%Valuation
58,791,00060.93% 209 M $
2,694,1011.1% 45 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(FR)

Group companies: Valeo SA

NameCategory and Sector
Property/Casualty Insurance
Auto Parts: OEM
Wholesale Distributors
Electrical Products
Auto Parts: OEM

Other Auto, Truck & Motorcycle Parts

Change 5-day change 1-year change 3-year change Capi.($)
+3.59%+2.25%+113.37%+399.72% 43.6B
+0.42%-8.69%+101.13%+166.04% 31.43B
+0.05%-3.27%-13.42%-23.10% 30.57B
-1.61%-1.48%+23.99%+52.60% 24.24B
+0.17%-1.43%-27.20%+43.55% 20.04B
-2.15%-1.54%+49.26%+149.32% 17.88B
-0.15%+1.79%+39.94%+25.68% 17.17B
-0.67%-2.37%+21.10%+2.31% 15.64B
-3.46%-5.32%+18.85%+139.52% 14.5B
Average -0.22%-0.87%+36.34%+106.18% 23.9B
Weighted average by Cap. +0.42%-0.71%+46.11%+136.04%
Trader
Investor
Global
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