Stellantis postpones the presentation of its new industrial plan

The Group Stellantisnow headed by Antonio Filosa, will take a little longer than expected to unveil its new industrial plan. Initially scheduled for March 2026, it will not be presented until the end of the first half of the year, i.e. by June 30, 2026 at the latest. This was revealed by the Italian business press, in particular Milano Finanza, following a conference with investors.

A strategic postponement for a decisive plan

Capital Markets Day, eagerly awaited since the resignation of Carlos Tavares in December 2024This is a turning point for a group in the throes of reorganization. According to Milano Finanza, the postponement is intended to give management more time to "ensure that the plan represents a genuine relaunch" and responds to the industrial and financial crisis that Stellantis has been experiencing for almost a year.

Antonio Filosa, appointed CEO in May 2025 who took office in June, has already initiated several major measures: temporary plant shutdowns to avoid overstocking, price cuts on certain models in the United States, and reorganization of the Board of Directors (new CFO, new CEO Europe). But it is this new strategic plan that will redefine the Group's priorities, the synergies between brands, and the direction to take in the face of increasingly fierce global competition, particularly from China.

Internal and external reasons

According to Ed Ditmire, Head of Investor Relations at Stellantis, this postponement is linked both to management reorganization and to several external uncertainties.

On the one hand, the formation of a new management team requires time for everyone to "contribute fully to the definition of the industrial plan". On the other hand, the Group's strategy depends on shifting geopolitical and economic factors: tariffs in the United States and discussions with European authorities on future environmental and industrial standards.

Italian brands in limbo

This delay does not help the situation of the Group's Italian brands, whose future seems more uncertain than ever. At Maserati, after the commercial failure of the Folgore 100 % electric models, the future of the luxury brand remains to be clarified. At Alfa Romeo, the postponement of the renewal of the Giulia and Stelvio leaves much in doubt, even though a new model has been announced for late 2026. At Fiat, two new models are still scheduled for 2026, but the rest of the program remains unclear (although we do know that the Panda and 500 will normally be renewed by 2029). As for Lancia, the Gamma remains confirmed for 2026, but the Delta, initially scheduled for 2028, could be pushed back a year.

This industrial plan is therefore crucial to understanding the direction Stellantis will take with its European and Italian brands, whose visibility has diminished significantly in recent months.

More transparency to come

Another important announcement was made at the same conference: from 2026 onwards, Stellantis will publish its financial results on a quarterly basis, and not just its deliveries and revenues. This move was welcomed by analysts, who saw it as a sign of openness and a desire to rebuild trust with the markets.

On October 30, Antonio Filosa will take part in the third-quarter results conference to address investors directly, a first for the new CEO.

For Stellantis, 2026 promises to be a decisive year. The postponement of the industrial plan is not necessarily bad news: it reflects the new management's desire to take the time needed to correct the trajectory, in an automotive market shaken by the electric transition and economic tensions.