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    How Investors May Respond To Volkswagen (XTRA:VOW3) Saxony Stake Talks And Strategic Reshuffle

    Simply Wall St·12/15/2025 02:19:55
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    • Volkswagen has appointed Ludwig Fazel as Head of Group Strategy, Group Product Strategy, and the General Secretariat, while regional political pressure in Saxony grows over job cuts linked to restructuring and potential production shifts.
    • At the same time, Audi’s decision to sell control of Italdesign Giugiaro to UST and proposals for Saxony to buy a stake in Volkswagen highlight how cost-cutting, asset reshaping, and possible government influence are converging on the group’s long-term direction.
    • Now we’ll examine how Saxony’s proposed equity stake and board influence could reshape Volkswagen’s investment narrative around restructuring and governance.

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    Volkswagen Investment Narrative Recap

    To invest in Volkswagen today, you need to believe the group can turn heavy restructuring and high capital demands into cleaner operations, better margins, and more focused brands. The latest leadership change and Saxony’s proposed equity stake do not appear to alter the immediate earnings catalyst, which is whether cost-cutting can offset weaker margins, but they could subtly influence how governance and restructuring choices are made in the near term.

    Among the recent announcements, Audi’s sale of control in Italdesign Giugiaro to UST is most closely tied to the current restructuring story. It underlines how Volkswagen is reshaping assets to reduce capital intensity and simplify its structure at a time when BEV competition, especially in China and Europe, is already pressuring profitability and making execution on cost programs more important than ever.

    But behind these moves, investors should also be aware of how Volkswagen’s complex multi-brand structure could still...

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

    Volkswagen's narrative projects €352.0 billion revenue and €15.8 billion earnings by 2028. This requires 2.8% yearly revenue growth and about €7.4 billion earnings increase from €8.4 billion today.

    Uncover how Volkswagen's forecasts yield a €111.60 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    XTRA:VOW3 1-Year Stock Price Chart
    XTRA:VOW3 1-Year Stock Price Chart

    Fourteen fair value estimates from the Simply Wall St Community span roughly €68 to €429 per share, with several clustered far above the current price. When you set these wide community views against Volkswagen’s need to cut costs and streamline its structure, it underlines why many investors choose to compare several perspectives before deciding how this story could affect the group’s longer term performance.

    Explore 14 other fair value estimates on Volkswagen - why the stock might be worth over 3x more than the current price!

    Build Your Own Volkswagen Narrative

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

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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.