By Brazil Stock Guide – Stellantis N.V. (NYSE: STLA / B3: STLA34 / Euronext Milan: STLAM / Paris: STLAP) posted a mixed third quarter, with slightly lower shipments in South America offset by a 13% global increase between July and September 2025. Strong rebounds in North America, along with steady gains in Enlarged Europe and Middle East & Africa, helped lift overall results.
In South America, shipments fell 3% year on year, reflecting an unusually strong comparison base in 2024, when the company caught up on deliveries delayed by floods in Brazil’s southern state of Rio Grande do Sul.
Even so, Brazil remains the group’s regional anchor, with plants in Betim (Minas Gerais), Goiana (Pernambuco) and Porto Real (Rio de Janeiro) maintaining stable production while preparing for new hybrid and flex-fuel launches.
North America Rebounds Sharply
In the United States, Canada, and Mexico, Stellantis boosted shipments by 35%, or roughly 104,000 additional vehicles, fueled by the launch of the HEMI® V8-powered Ram 1500 and normalized inventory levels after last year’s production cuts.
The rebound marks a turning point after months of inventory correction and supply-chain adjustments across key brands such as Jeep®, Dodge, and Ram.
In Enlarged Europe, shipments rose 8% (+38,000 units), driven by the start of production of four new “Smart Car” platform models — Citroën C3, C3 Aircross, Opel Frontera, and Fiat Grande Panda — all positioned in the B-segment, a critical volume category for Stellantis.
The ramp-up highlights the company’s renewed product cycle in mature markets still grappling with high energy costs and intense EV competition.
Meanwhile, Middle East & Africa deliveries jumped 21%, reflecting expanding Fiat production in Algeria and recovering demand in Turkey and Egypt, which helped offset the mild decline in South America.
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