Stellantis shares down 40% to 43% since 2021 merger as new CEO resets electrification plans
By Eve
Stellantis shares have fallen roughly 40% to 43% since the January 2021 merger of Fiat Chrysler and Groupe PSA, with the decline accelerating in early 2024 amid weaker financial results and concerns over cost cutting and EV investments. Former CEO Carlos Tavares departed in December 2024 following criticism of aggressive cost controls and ambitious programmes, and new CEO Antonio Filosa is now prioritising U.S. market recovery, pricing resets, and improved supplier relations. The automaker is reevaluating its product and electrification plans as it prepares to outline its next strategic phase.
Why it matters: A major global OEM reassessing its EV investment strategy may shift the timing, scale or geographic focus of charging infrastructure partnerships and site development. Stellantis fleet electrification plans underpin depot and destination charging demand across Europe and North America, so any slowdown or pivot affects CPO pipeline visibility.