Starting next year through 2030, Hyundai Motor will invest 7.73 trillion won over the next five years. It will keep its previously announced global sales target of 5.55 million units and plans to fill 3.3 million units, or 60%, with eco-friendly vehicles. In particular, it decided to more than double its popular hybrid (HEV) models.
On the 18th (local time), Hyundai Motor will hold the "2025 CEO Investor Day" in Manhattan, New York, for global institutional investors and announce these details. Hyundai Motor has been holding CEO Investor Day since 2019 to unveil mid- to long-term business plans, but this is the first time the event is being held overseas.
At this CEO Investor Day, Hyundai Motor plans to announce a mid- to long-term financial strategy that includes investing 7.73 trillion won over the five years from 2026 to 2030. This investment is 7 trillion won more than the 7.03 trillion won presented last year. By category: research and development (R&D) investment 3.09 trillion won, capital expenditures (CAPEX) 3.83 trillion won, and strategic investments 810 billion won.
In particular, it plans to actively push investment in the United States, its largest market. Hyundai Motor's U.S. investment rose by 370 billion won ($2.8 billion), from 1.16 trillion won ($8.8 billion) to 1.53 trillion won ($11.6 billion) going forward. This is part of the $26 billion investment plan announced last month by Hyundai Motor Group to expand local production and build a robotics ecosystem.
Based on the investment, it will strengthen its eco-friendly lineup, including hybrids, electric vehicles, extended-range electric vehicles (EREV), and hydrogen vehicles. The hybrid lineup will be expanded to 18 or more models by 2030, double the current number. The lineup will include entries, midsize, large, and luxury. Genesis plans to launch the brand's first hybrid next year.
It also plans to unveil new electric vehicles tailored to local markets such as Europe, China, and India. In Europe next year, it will launch the Ioniq 3; in China, it will roll out the compact electric sport utility vehicle (SUV) Elexio this year and a compact electric sedan next year. In India, it plans to introduce a mini-class SUV EV in 2027.
With the strengthened eco-friendly lineup, it plans to sell a total of 5.55 million units in the global market by 2030. That is a 33% increase from this year's 4.17 million units and the same as the target presented last year. By region, the shares are North America 26%, India 15%, Europe 15%, Korea 13%, and the Middle East and Africa, Latin America, and China 8%.
It will raise the share of eco-friendly vehicles (3.3 million units) in total sales from the current 25% to 60%. In North America, it plans to increase the share of eco-friendly vehicle sales from 30% this year to 77% by 2030.
To achieve the sales target, Hyundai Motor plans to secure additional production capacity of 1.2 million units by 2030. It will increase the annual capacity of Hyundai Motor Group Metaplant America (HMGMA) in Georgia from 300,000 to 500,000 units, and expand the output of the Pune plant in India, scheduled to start operations next year, to 250,000 units per year.
After the new Ulsan plant is completed in the first quarter of next year, the goal is to produce 200,000 electric vehicles annually. It will also expand semi-knockdown (CKD) production hubs in cooperation with local partners such as Saudi Arabia to secure additional capacity of more than 250,000 units.
However, it decided to revise the "2025 annual guidance on a consolidation basis" presented early this year to reflect tariff effects. It raised the sales growth target by 2 percentage points (p), from 3.0–4.0% to 5.0–6.0%, but set the operating margin target at 6.0–7.0%, down 1 percentage point from 7.0–8.0%. This year's investment plan also decreased from 1.69 trillion won to 1.61 trillion won. The goal is to achieve an operating margin of 8–9% in 2030.
Pushing the value-up program announced last year, it will also implement an active shareholder return policy. From 2025 to 2027, it will carry out a shareholder return policy based on a total shareholder return (TSR) of at least 35% annually, including dividends and share buybacks and cancellations, and will implement shareholder return measures such as a minimum dividend per share (DPS) of 10,000 won.