BMW's Neue Klasse EV platform launches in late 2026 with class-leading range, charging, and operating system, repositioning the brand against Tesla and Chinese OEMs. Premium pricing power remains intact even as Mercedes and Audi cede share. China JV (Brilliance) faces structural challenges from local BEV competitors. Strong balance sheet supports counter-cyclical dividend and capex. Margin compression in 2025/2026 is well-flagged before Neue Klasse mix benefit in 2027.
Thesis reviewed May 29, 2026
Bayerische Motoren Werke AG is headquartered in Germany, which is currently showing moderate signals.
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Investors who hold BMWYY may also have indirect exposure through these country funds.
BMW Neue Klasse Munich plant ramps production ahead of late-2026 launch
China premium segment volumes decline 10%+ for German brands