European automotive market figures analyzed by Baader Europe
In a sector note on the automotive market, Baader Europe analyzed the data published yesterday by the European Automobile Manufacturers' Association (ACEA).
Last February, new passenger car registrations totaled 979,321 units, representing a 1.7% increase across the European Union, the United Kingdom, and EFTA (European Free Trade Association, which includes Switzerland, Norway, Iceland, and Liechtenstein).
In detail, Italy led the major markets with a 14% jump, followed by Spain (+7.5%) and the United Kingdom (+7.2%). The other major markets, Germany and France, saw diverging paths, with a slight increase across the Rhine (+3.8%) and a sharp decline in France (-14.7%).
Since the beginning of the year, registrations have fallen by 1%, as consumer confidence continues to be weighed down by macroeconomic pressures, high interest rates, and vehicle prices, according to Baader Europe.
By group, Renault saw its sales slump by 14.3% last month to 91,619 units, with its market share falling to 9.4%. Breaking it down, the Renault brand declined by 7.3%, while Dacia plummeted by 23.4%. Dacia's underperformance is attributed to logistical issues related to weather in the Mediterranean and an engine changeover that hampered production. As a small consolation, the Clio was the best-selling model in February, with a total of 15,802 units sold.
For Stellantis, new passenger vehicle registrations rose by 9.5% to 170,816 units, driven by Fiat (+49.4%) and Opel (+30.5%). Fiat's strong figures were 73% attributable to the launch of the Grande Panda.
The volume leader in Europe remains the Volkswagen Group, with 256,452 units sold in February (+2.2%). The giant's sales were bolstered by Skoda (+18.7%). The group's market share increased slightly to 26.2%.
Renault is one of the world's leading automobile constructors. Net sales break down by activity as follows:
- sale of vehicles (88.9%): 2,336,807 passenger and commercial vehicles sold in 2025, distributed by brand between Renault (1,628,030), Dacia (697,408), Alpine (10,970), Renault Korea Motors (399) and other (2,431);
- services (10.2%): financing services for vehicle sales (purchasing, renting, leasing, etc.; RCI Banque), related services (maintenance, warranty extension, assistance, etc.) and mobility services.
At the end of 2025, the group had 25 industrial sites worldwide.
Net sales are distributed geographically as follows: France (28.5%), Europe (50.6%), Americas (8.2%), Eurasia (5%), Asia-Pacific (4.3%), Africa and Middle East (3.4%).
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