Hyundai Reveals Ambitious “2030 Vision” and Product Roadmap at 2025 CEO Investor Day

New York / Seoul, September 18, 2025 – Hyundai Motor Company unveiled its most ambitious growth strategy to date during its 2025 CEO Investor Day, the first time the event was held outside Korea.  

The presentation focused on Hyundai’s bold 2030 Vision, spanning product, manufacturing, software, and financial targets. CEO José Muñoz described a transformation toward a mobility leader rooted in electrification, software-defined vehicles (SDV), and localized global manufacturing. 

Strategic Pillars of the 2030 Vision

1. Sales & Electrification Targets

• Hyundai reaffirms its goal of 5.55 million global vehicle sales by 2030, with electrified vehicles (hybrids + EVs) accounting for 3.3 million units, or 60% of total volume. 
• The automaker plans more than 18 hybrid models and a full spectrum of BEVs across global markets. 

2. Product & Segment Expansion

• Hyundai will introduce a mid-size pickup truck in North America by 2030, aiming to compete in one of the industry’s most lucrative segments. 
• Regionally tailored EVs include:
  • IONIQ 3 for European mass market
  • India’s first locally designed EV
  • China-produced Elexio SUV and a C-segment electric sedan These models complement existing IONIQ 5, 6, 9 offerings. 
• In 2027, Hyundai will roll out Extended Range EVs (EREVs) with more than 600 miles (≈960 km) range — combining EV-like performance with smaller battery size. 
• The high-performance “N” subbrand expands to 7+ models by 2030, with the new IONIQ 6 N leading the charge. 
• Hyundai also plans deeper entry into commercial vehicles in North America, including electrified vans and leveraging its fuel-cell truck technologies. 

3. Manufacturing & Global Capacity

• Hyundai will expand HMGMA (Hyundai Motor Group Metaplant America) to 500,000 units by 2028 via a USD 2.7 billion investment, creating 3,000 new jobs. 
• Globally, the company aims to add 1.2 million more units of capacity by 2030:
  • 500,000 from HMGMA
  • 250,000 from its Pune export hub
  • 200,000 in Ulsan EV plant
  • 250,000 via CKD (Complete Knock-Down) operations in Saudi Arabia, Vietnam, North Africa, etc. 
• The Saudi Arabia plant, scheduled to start late 2026, will produce 50,000 units and emphasize localized robotics and “Saudi Made” branding. 
• Hyundai will adopt Software-Defined Factory methods across its plants, driven by digital simulation, predictive maintenance, robotics and human-robot collaboration. 

4. Battery, Software & Technology

• Hyundai targets by 2027: 30% cost reduction, 15% more energy density, and 15% faster charging. 
• Starting 2026, a cloud-based Battery Management System (BMS) will enable real-time predictive diagnostics and safer operations. 
• The transition to Software-Defined Vehicles centers on:
  • High-Performance Vehicle Computer (HPVC) architecture
  • CODA E/E architecture decoupling hardware and software
  • Pleos in-vehicle OS supporting over-the-air updates, plug-and-play flexibility and third-party app marketplace
• AI modules such as Atria AI (mapless autonomy), Gleo AI (voice interface), and Capora AI (fleet analytics) are core to Hyundai’s SDV vision. 

5. Genesis Brand Elevation

• Genesis aims for 350,000 annual sales by 2030, expanding into EV, hybrid, and EREV powertrains across its SUV, halo, and bespoke models. 
• The brand enters international motorsport via Genesis Magma Racing in WEC (2026) and IMSA (2027) to fuel technology transfer. 
• Multi-energy architectures and SDV capabilities will underpin future Genesis models. 

6. Financial Targets & Shareholder Returns

• Hyundai raised its annual growth target to 5–6%, and adjusted its operating profit margin goal to 6–7% (down 1 pp), citing U.S. tariff pressures. 
• The company plans KRW 77.3 trillion investment from 2026–2030:
  • KRW 30.9T to R&D
  • KRW 38.3T to CAPEX
  • KRW 8.1T to strategic investments 
• Hyundai aims for operating margins of 7–8% by 2027, and 8–9% by 2030. 
• From 2025–2027, Hyundai has committed to a Total Shareholder Return (TSR) of over 35% via dividends, buybacks, and treasury cancels. Minimum DPS 10,000 KRW is maintained. 

Strategic Implications & Market Positioning

Hyundai’s 2030 Vision sets an aggressive but methodical path forward. Key takeaways:

• The push toward regional EVs and EREVs shows Hyundai is tailoring products to local market demands and infrastructure realities.
• Embracing SDV and software-first architectures positions Hyundai to compete not just as a carmaker, but as a mobility tech company.
• Investment in global capacity and localization (especially in the U.S., India, Saudi Arabia) helps mitigate trade risk and strengthens supply chains.
• Genesis’ expansion and performance branding elevate Hyundai’s luxury ambitions.
• The financial framework balances bold investment with disciplined returns to shareholders.

Yet, challenges remain: competition in electrified segments is fierce, software and AI transitions carry execution risk, and geopolitical/tariff pressures may persist. Still, Hyundai’s integrated approach—spanning product, manufacturing, software, and finance—suggests it intends to navigate these headwinds with agility.

As José Muñoz put it,

“We’re not just adapting to change — we’re leading it … through electrification, software-defined vehicles, manufacturing excellence, and commitment to customers, we’re building the mobility company of the future.”