Hyundai Motor Company revealed its most ambitious growth strategy at the first CEO Investor Day outside Korea, highlighting its commitment to electrification, software-defined vehicles, and global expansion.
CEO José Muñoz shared Hyundai’s roadmap to becoming a global mobility leader, emphasizing product expansion, electrification technologies, and software-enabled innovations that will transform the automotive experience.
“In an industry undergoing unprecedented transformation, Hyundai is uniquely positioned to lead through our compelling products, manufacturing flexibility, technology leadership, and global scale,” said Muñoz.
Key Targets for 2030
- Global vehicle sales: 5.55 million units
- Electrified vehicles: 60% of total sales (~3.3 million units)
- Hybrid lineup: 18+ models, including Genesis hybrids by 2026
- High-performance N models: 7+ models, 100,000 global sales
Product Portfolio Expansion
Hybrid and EV Strategy
- All-New Hyundai Palisade Hybrid: Next-generation TMED-II technology for improved performance and fuel efficiency
- Mid-size pickup truck: Launch in North America before 2030
- IONIQ EV lineup: IONIQ 3 (Europe), India’s first locally designed EV, China’s Elexio SUV and C-segment EV sedan
- Extended Range EVs (EREVs): >600 miles (960 km) range with high-performance in-house batteries
Commercial Vehicles
- Expansion in North America with XCIENT Fuel Cell Trucks, Hyundai Translead trailers, and electrified large vans
Global Manufacturing Innovation
- HMGMA production capacity: 500,000 units by 2028 (USD 2.7B investment, 3,000 jobs)
- US domestic production: >80% by 2030
- Global production increase: 1.2 million units by 2030, including India, Ulsan, and CKD plants in Saudi Arabia, Vietnam, and North Africa
- Software-Defined Factory: Enhanced flexibility, predictive maintenance, digital simulation, and robotics integration
Advanced Technology Acceleration
- Battery innovation: 30% cost reduction, 15% higher energy density, 15% faster charging by 2027
- Safety technologies: Real-time BMS diagnostics, cloud-based predictive modeling, and multiple safety layers
- Fuel cell technology: 73,000 cumulative sales, next-generation systems for commercial applications
- Software-Defined Vehicles (SDVs): CODA architecture, HPVC, zone controllers, and Pleos in-vehicle OS
SDV Software & AI
- Pleos Connect: Next-gen infotainment, multi-window, personalized profiles, third-party app marketplace
- AI technologies: Atria AI (autonomous driving), Gleo AI (voice interaction), Capora AI (fleet management)
Genesis Luxury Transformation
- 10th anniversary: 1 million cumulative sales, double-digit profit margins
- 2030 target: 350,000 annual sales, expansion in US, Europe, Middle East, Korea, China, and emerging markets
- Luxury lineup: X Gran Equator and Neolun SUVs, X Gran Coupe Concept, Magma Halo, ultra-bespoke vehicles
- Racing debut: Genesis Magma Racing in FIA (2026) and IMSA (2027)
Strategic Partnerships
- Waymo: IONIQ 5 prototypes for autonomous mobility testing in the US
- General Motors: Five co-developed EVs launching from 2028, expected annual sales >800,000 units
- Amazon Autos: Enhancing brand awareness, sales conversion, dealer profitability, and customer journey
Financial Projections & Shareholder Value
| Metric | 2025–2030 Plan | Notes |
|---|---|---|
| Revenue growth | +5–6% | Up two points from Jan guidance |
| Operating profit margin | 6–7% | Down one point due to US tariffs |
| Total investment | KRW 77.3T | R&D: 30.9T, CAPEX: 38.3T, Strategic: 8.1T |
| US investment | KRW 15.3T | Production capacity expansion and robotics ecosystem |
| Sustainable OPM | 2027: 7–8%, 2030: 8–9% | Driven by product mix, localization, cost efficiency |
| Total Shareholder Return (TSR) | >35% | 2025–2027 via dividends, buybacks, treasury stock |
| Minimum Dividend Per Share | KRW 10,000 | Maintained |
“We’re not just adapting to change – we’re leading it. Our focus on electrification, SDVs, manufacturing excellence, and customer experience positions Hyundai as the mobility company of the future,” concluded José Muñoz.