Mercedes-Benz outlines electrification roadmap through 2026 with MB.EA, AMG.EA, and VAN.EA

Mercedes-Benz will launch MB.EA, AMG.EA, and VAN.EA EV platforms by 2026, aiming for over 30% xEV sales by 2027 amid peak electrification investments.

Mercedes-Benz began 2025 on solid footing, despite significant pressure from geopolitical risks, tariff uncertainty, and declining key financial indicators. In the first quarter, the group reported revenue of €33.2 billion — down 7.4% year-over-year. Nevertheless, the free cash flow from industrial business rose by 5.6%, and net liquidity reached €33.3 billion, providing a robust financial cushion amid global unpredictability.

Divisional results drew particular attention. Mercedes-Benz Cars sold over 446,000 vehicles, including 86,800 electrified models, maintaining a 19.5% share of total sales. While xEV volumes remained flat, demand for premium models — notably AMG and G-Class — rose by 17% and 18% respectively, lifting the Top-End segment share to 15%.

The debut of the new CLA was a key strategic move. Unveiled in March in Rome, the model marks a fresh phase in the brand’s electrification efforts. Built on the new MMA modular platform, it offers a range of up to 750 km and integrates the latest MB.OS operating system. Electric variants CLA 250+ and CLA 350 4MATIC are now available to order in Germany, reinforcing Mercedes’ position in the compact EV segment.

The van division painted a less upbeat picture: Mercedes-Benz Vans saw sales fall by more than 21%. Still, electric van sales surged 59%, primarily driven by the success of the new eSprinter. The division maintained a return on sales of 11.6%, aligning with annual guidance.

Meanwhile, Mercedes-Benz Mobility showed resilience. Although new business volumes declined, return on equity (RoE) reached 8.6%, up from the previous year. The average contract financing volume also increased, especially in China.

The introduction of the Vision V concept served as a symbolic milestone. Positioned as a future flagship in luxury vans, it underscores the brand’s commitment to digital and user-centric innovation. Standout features include a 65-inch retractable screen, 42 speakers, and modes tailored for work, entertainment, exploration, and karaoke.

At the group level, management struck a cautious tone. Officials emphasized that current and proposed tariffs may have a significant impact on business in the second half of the year. Should all measures remain in force, substantial effects on operating income, free cash flow, and consumer demand are likely.

In comparison with competitors — particularly BMW — the landscape remains complex. Mercedes-Benz trailed its rival in both total sales and EV deliveries this quarter, despite achieving comparable profitability.

Amid cost-saving efforts and digital transformation, the company is investing heavily in charging infrastructure. The goal is to establish over 10,000 high-power charging points globally by 2030. The first quarter marked the launch of this strategy, with charging hubs already open in the U.S., Germany, and China.

Overall, Mercedes-Benz is demonstrating its ability to stay afloat and adapt to ongoing challenges by balancing technology investments, product renewals, and profitability focus. However, by the company’s own admission, uncertainty remains high — and Q2 could bring greater tension.

Source: mercedes-benz.com