VinFast Auto (VFS) Ramps Up Production Capacity to Accelerate Deliveries Amid Robotaxi Focus

VinFast Auto Ltd. (NASDAQ:VFS) is one of the single-digit stocks with double-digit growth potential. On March 23, Cantor Fitzgerald reiterated an Overweight rating on VinFast Auto Ltd (NASDAQ:VFS), impressed by the company’s 2026 vehicle delivery target. In 2025, the company delivered 197,000 vehicles, more than double its 2024 total.

VinFast Auto Ltd (VFS) Ramps up Production Capacity to Accelerate Deliveries amid Robotaxi Focus

The company plans to deliver 300,000 units in 2026, above the Visible Alpha consensus estimate of 212,767. The delivery would be made possible on the company’s production capacity, reaching about 600,000 across the upcoming facilities. In addition, it plans to expand its footprint into the robotaxi and humanoid business over the next few years.

Last year, VinFast Auto was the leading original vehicle manufacturer in Vietnam, second in the Philippines, third in Indonesia, and fourth in India among battery-electric vehicle brands. The company plans to double its dealer footprint in India and expand in Indonesia and the Philippines. It is also increasing the presence of electric two-wheelers in various Asian countries.

VinFast Auto Ltd. (NASDAQ:VFS) is a Vietnamese automotive manufacturer specializing in the design and production of electric vehicles (EVs), including SUVs, e-scooters, and e-bikes. It transitioned to an all-electric lineup in 2022, focusing on global expansion, smart manufacturing, and the development of EV charging infrastructure in markets such as the US and India.

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