Stellantis Italia
Stellantis Italia, headquartered in Turin, has emerged as a defining automotive force in Europe. With roughly 100k employees and revenues approaching $40B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.
Stellantis Italia, headquartered in Turin, has emerged as a defining automotive force in Europe. With roughly 100k employees and revenues approaching $40B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.
The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.
“Stellantis Italia is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”
Capital markets have started to price in the durability of the model, and rating agencies have followed.