Strong delivery growth suggests improving demand and production execution in VinFast's core market; however, revenue recognition may differ from delivery volumes due to pricing and cost factors. Monitor upcoming financial reports for revenue and margin confirmation.
Price Chart
Executive Summary
VinFast reported preliminary domestic Vietnam EV deliveries of 27,609 units in March 2026, a 127% year-over-year increase, contributing to a total of 53,684 EVs delivered in Q1 2026. The Limo Green and VF 3 were the top-selling models.
Key Facts
- VinFast delivered 27,609 EVs in Vietnam in March 2026, up 127% year-over-year
- Q1 2026 total deliveries in Vietnam reached 53,684 units
- Limo Green was the best-selling model in March with 6,795 units delivered
- VF 3 ranked second with 4,729 units delivered in March
- Deliveries are preliminary and subject to change after year-end audit
Financial Impact
27,609 EV deliveries in March 2026, 127% YoY growth; 53,684 total Q1 deliveries
Risk Factors
- Preliminary delivery numbers may be revised after audit
- Deliveries do not equate to revenue recognition; financial performance depends on average selling prices and cost structure
- Limited international delivery data provided; domestic focus may not reflect global demand trends
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001185185-26-001328 |
| Document: 0001185185-26-001328-index-headers.html | 0001185185-26-001328 |
| Document: 0001185185-26-001328-index.html | 0001185185-26-001328 |
| Document: 0001185185-26-001328.txt | 0001185185-26-001328 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 10, 2026 19w ago | 6-K | $0.3500 $0.2000 | ▲ +42.86% | ▲ +49.44% | $0.1800 (+48.57%) |
Jun 8, 2026 20w ago | 6-K | $0.3500 $0.2120 | ▲ +39.43% | ▲ +42.48% | $0.1800 (+48.57%) |
May 26, 2026 22w ago | 6-K | $0.3510 $0.3000 | ▼ −14.53% | ▼ −17.25% | $0.1800 (−48.72%) |
May 12, 2026 24w ago | 6-K | $0.4300 $0.2450 | ▼ −43.02% | ▼ −47.41% | $0.1800 (−58.14%) |
Apr 30, 2026 25w ago | 20-F | $0.4500 $0.2800 | ▲ +37.78% | ▲ +40.89% | $0.1800 (+60.00%) |
Apr 22, 2026 26w ago | 6-K | $0.5000 $0.3415 | ▼ −31.70% | ▼ −36.48% | $0.1800 (−64.00%) |
Apr 10, 2026 28w ago | 6-K | $0.4500 $0.3590 | ▼ −20.22% | ▼ −30.55% | $0.1800 (−60.00%) |
Apr 6, 2026 29w ago | 6-K | $0.4240 $0.3590 | ▼ −15.33% | ▼ −28.80% | $0.1800 (−57.55%) |
US Market Status
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