What VinFast Auto (VFS)'s Record EV Deliveries and New Models Could Mean for Shareholders

• Earlier this week, VinFast Auto Ltd. reported it had delivered 20,380 electric vehicles in Vietnam during October 2025, making it the first domestic automaker to surpass 20,000 monthly deliveries, alongside announcing plans to roll out its EC Van and Minio Green models by year-end.
• This milestone signals VinFast's expanding presence in Vietnam’s electric vehicle market and highlights accelerating consumer adoption of its offerings.
• We’ll explore how VinFast’s record-breaking October delivery volume could influence its investment outlook and longer-term growth expectations.

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VinFast Auto Investment Narrative Recap

To be a VinFast Auto shareholder right now, you need to believe the company can convert strong domestic EV delivery momentum into profitable scale and improve margins through product expansion, despite significant dilution and liquidity risks. The record October delivery milestone signals positive demand trends, but given ongoing heavy cash burn and persistent operating losses, this news alone does not materially lessen the most pressing risks around near-term dilution or long-term profitability.

Among recent announcements, VinFast's shelf registration filing to offer up to US$470.6 million of ordinary shares stands out. This move directly relates to the potential for further equity dilution, a key risk, especially as scaling up production and R&D spending may require repeated capital raises if operating losses continue at current levels.

By contrast, it's crucial for investors to know that VinFast’s reliance on ongoing external funding means future share value could be influenced by...

Read the full narrative on VinFast Auto (it's free!)

VinFast Auto's narrative projects ₫177,527.7 billion in revenue and ₫8,991.9 billion in earnings by 2028. This requires 48.9% yearly revenue growth and an increase in earnings of ₫90,207.8 billion from current earnings of ₫-80,215.9 billion.

Uncover how VinFast Auto's forecasts yield a $5.83 fair value, a 74% upside to its current price.

Exploring Other Perspectives

Community fair value estimates for VinFast range from US$5.83 to US$88, based on three unique Simply Wall St Community analyses. Given the recent equity registration, be aware of potential further dilution and how it could impact shareholder value.

Explore 3 other fair value estimates on VinFast Auto - why the stock might be worth just $5.83!

Build Your Own VinFast Auto Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your VinFast Auto research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free VinFast Auto research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate VinFast Auto's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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