Business description: Valeo SE

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 SE

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 SE

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 SE

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 SE

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 SE

NameStocks%Valuation
RhumbLine Advisers LP
0.001443 %
7,089 0.001443 % 60 682 $
Sterling Capital Management LLC
0.000117 %
574 0.000117 % 4 913 $
NameStocks%Valuation
Wellington Management Co. LLP
5.73 %
14,073,999 5.73 % 241 M $
Groupe Industriel Marcel Dassault SAS
5.566 %
13,670,486 5.566 % 234 M $
BPIFrance Participations SA /PRIVATE EQUITY/
5.13 %
12,600,000 5.13 % 216 M $
Valeo SA Employee Stock Ownership Plan
4.902 %
12,039,331 4.902 % 206 M $
ISALT-Investissements Stratégiques en Actions Long Terme SASU
4.158 %
10,213,000 4.158 % 175 M $

Holdings: Valeo SE

NameStocks%Valuation
58,791,00060.93% 196 M $
2,694,1011.1% 46 M $

Company details: Valeo SE

Valeo SE

100, rue de Courcelles

75017, Paris

+33 1 40 55 20 20

http://www.valeo.com
address Valeo SE(VLEEY)

Group companies: Valeo SE

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.($)
+1.43%-2.16%+106.09%+369.18% 42.64B
+2.82%-1.89%+112.15%+202.64% 34.75B
-1.06%+0.05%-12.19%-24.84% 30.79B
-0.35%-6.33%+30.65%+78.06% 27.71B
+0.56%-0.05%-16.23%+49.37% 21.46B
+3.05%+4.23%+50.04%+19.16% 18.29B
-1.20%-2.90%+69.66%+141.04% 17.9B
+1.91%+2.23%-1.73%+4.19% 16.63B
-0.41%-3.75%+14.41%+144.29% 14.62B
Average +0.75%-1.09%+39.21%+109.23% 24.98B
Weighted average by Cap. +0.84%-1.39%+48.44%+134.77%
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Investor
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