The company’s decision to terminate its autonomous driving partnership with Bosch continues to loom over the balance sheet. RBC Capital Markets analyst Tom Narayan anticipates a low-triple-digit million euro hit from the split, potentially offsetting gains elsewhere. Despite these headwinds, Citi analysts point to a 10% sales growth outside of China as a stabilizing force, keeping the EBIT margin within the targeted 4% to 5.5% range.

Management is expected to face intense questioning regarding the group's European manufacturing footprint. J.P. Morgan notes that while a strategic plan to boost competitiveness is already in motion, specific details on workforce reductions remain fluid. Negotiated restructuring charges are set to drive cash outflows over the next three to four years, making the upcoming commentary on cost-cutting measures the primary indicator of the firm's long-term health.