Stock Markets March 17, 2026

Audi and Volkswagen's Luxury Division Seeks Stronger Margins Amid Tariffs and China Competition

Premium brands plan new launches and cost measures as operating returns are targeted to rise to 6%-8% this year

By Maya Rios
Audi and Volkswagen's Luxury Division Seeks Stronger Margins Amid Tariffs and China Competition

Volkswagen AG's premium brand group, which includes Audi, Lamborghini, Bentley and Ducati, is targeting an operating return of 6% to 8% this year, up from 5.1% a year earlier. The group cites new model rollouts and efficiency actions to offset last year’s headwinds - including US tariffs, CO2-related provisions and competitive pressure in China - while Audi itself reported a fall in operating return to 3.9% last year and is pursuing further restructuring.

Key Points

  • Volkswagen AG’s premium brand division targets a 6%-8% operating return this year, up from 5.1% last year - impacts the automotive and luxury sectors.
  • Audi reported a decline in operating return to 3.9% last year and aims for double-digit returns by 2030 - relevant to investors tracking profitability and balance-sheet resilience in auto manufacturers.
  • New model introductions (A2 e-tron in Europe, Q9 SUV for the US, China-only AUDI E7X) and efficiency measures are central to the plan, affecting EV, mid-size and luxury vehicle markets.

Overview

Volkswagen AG’s premium brand division - the unit that houses Audi, Lamborghini, Bentley and Ducati motorcycles - is aiming for an operating return of 6% to 8% in the current year, the company said. That target marks an increase from the group’s 5.1% operating return recorded the previous year.

Performance details and company objectives

Within the premium group, Audi’s own operating return fell to 3.9% last year. Company executives attributed part of that decline to the impact of tariffs and costs tied to reversing certain electric vehicle plans. Speaking at a media briefing, Chief Financial Officer Jürgen Rittersberger said Audi intends to reach double-digit returns by 2030.

Costs and restructuring

The luxury brand group absorbed approximately 1.2 billion ($1.4 billion) in US tariffs last year and also recorded provisions associated with meeting CO2 regulatory requirements. As part of efforts to improve efficiency, the company is moving forward with plans to reduce headcount at its German operations by 7,500 roles by 2029.

Model launches and market focus

To bolster sales, Audi is preparing a slate of new vehicles aimed at specific regional demands. In Europe the company will introduce the compact electric A2 e-tron to address growing demand for electric vehicles. For the United States market Audi plans to bring a full-size Q9 sport utility vehicle, a segment the company said was underrepresented in its lineup and contributed to weaker US sales last year.

In China, Audi faces intensifying competition from local manufacturers. Deliveries there are declining as competitors such as BYD Co. and Xiaomi Corp. expand with advanced EV features and lower prices. The rate of decline in China moderated to a 5% fall last year. Ahead of the Beijing auto show next month, Audi will unveil a second model from a China-only sub-brand it developed in partnership with SAIC, the AUDI E7X SUV.

Parent company priorities

Volkswagen said it is working to strengthen results at its luxury marques, Audi and Porsche. Both brands historically contributed strong returns for the automaker but have seen profitability ease due to costly shifts in electric vehicle strategies, the impact of US tariffs and falling volumes in China.


Note: The article presents the company-reported targets, financial impacts and strategic actions without additional commentary or speculation.

Risks

  • Exposure to trade policy: The group faced 1.2 billion in US tariffs last year, a factor that could continue to pressure profitability - affects the automotive sector and international trade-sensitive suppliers.
  • Competitive pressure in China: Deliveries in China are falling as local competitors gain market share with advanced EV offerings and lower prices, posing revenue risk in a key market - impacts EV manufacturers and regional supply chains.
  • Regulatory and compliance costs: Provisions related to CO2 regulation compliance increased costs, introducing uncertainty around future margins and capital allocation - relevant to auto manufacturers and parts suppliers.

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