Should VinFast Auto’s European Electric Bus Launch Prompt Strategic Rethinking From VFS Investors?

Earlier this month, VinFast Auto unveiled its EB 8 and EB 12 electric bus models at Busworld Europe 2025 in Barcelona, marking its entry into the European public transportation sector with vehicles compliant with UNECE and CE regulations and comprehensive warranty offerings. This move not only diversifies VinFast’s product portfolio beyond private passenger vehicles but also highlights its ambition to establish a strong presence in key European markets and reinforce its commitment to global e-mobility. We’ll explore how VinFast’s push into Europe’s electric bus market could reshape its growth strategy and future prospects.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

VinFast Auto Investment Narrative Recap

To believe in VinFast Auto as a shareholder, you need confidence in the company’s vision to rapidly scale electric vehicle deliveries and successfully broaden its global presence, especially in emerging and European markets; this push into electric buses spotlights ambition, but does not materially change the most urgent catalyst, achieving sustainable international sales, or the fundamental risk of high cash burn and persistent net losses. The news slightly supports the growth narrative, yet liquidity and dilution risks remain the biggest immediate concerns for shareholders as operating losses continue to outpace revenue growth. Among recent announcements, VinFast’s move to launch its VF 6 and VF 8 SUVs in Europe and shift to a dealer-based sales model aligns closely with its broader market entry strategy, highlighting both the opportunity and execution risk around expanding global sales. But while product launches attract attention, the heavy cash burn and reliance on external support mean investors should also closely consider…

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

VinFast Auto’s outlook anticipates ₫177,527.7 billion in revenue and ₫8,991.9 billion in earnings by 2028. This is based on analysts’ expectations for 48.9% annual revenue growth and an earnings improvement of ₫89,207.8 billion from current earnings of ₫-80,215.9 billion.

Uncover how VinFast Auto’s forecasts yield a $5.83 fair value, a 80% upside to its current price.

Exploring Other PerspectivesVFS Community Fair Values as at Oct 2025

Three members of the Simply Wall St Community valued VinFast between US$5.83 and US$88 per share, reflecting sharply divided outlooks. With such diverging views and recent losses, you can explore several alternative perspectives about VinFast’s performance and future potential here.

Explore 3 other fair value estimates on VinFast Auto – why the stock might be a potential multi-bagger!

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.

Ready For A Different Approach?

Our daily scans reveal stocks with breakout potential. Don’t miss this chance:

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com