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AvtoVAZ expects a decline in new Lada sales in February

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•AvtoVAZ has cut its February sales plan for new Lada cars by approximately 15%.
•AvtoVAZ publicly stated that it expects a decline in new Lada sales in February.
•AvtoVAZ reported that it has not observed a revival in the Russian car market following a recent key interest rate cut.
•Sales of new diesel passenger cars in Russia fell by about 25% in 2025.
•The reported decline in diesel passenger car sales reflects broader weakness in Russia’s new car market.

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▸If AvtoVAZ’s February Lada sales decline in line with or beyond the 15% plan cut AvtoVAZ may further reduce production schedules or adjust pricing and incentive strategies, affecting domestic suppliers and dealership networks.

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AccionesPublicly traded Russian auto manufacturers and suppliersPresión Bajista

If AvtoVAZ’s weaker Lada sales and the broader decline in diesel car demand persist, listed Russian auto producers and parts suppliers could face expectations of lower earnings.

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🌍Russian Federation

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🏛AvtoVAZ

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Fuentes (4)

RUKommersant (RU)Продажи новых дизельных легковых авто в России снизились на четверть в 2025 году RUKommersant (RU)АвтоВАЗ не заметил оживления на рынке после снижения ключевой ставки // АвтоВАЗ снизил план продаж Lada в феврале на 15%RURIA Novosti (RU)"АвтоВАЗ" ожидает снижения продаж новых Lada в феврале RUInterfax (RU)"АвтоВАЗ" снизил план продаж Lada в феврале на 15%

AvtoVAZ, Russia’s largest carmaker and producer of Lada vehicles, has reduced its February sales plan for new Ladas by 15% and publicly signaled an expected decline in sales. The company reports no noticeable market revival following a recent key interest rate cut, while broader Russian sales of new diesel passenger cars fell by about 25% in 2025. The situation underscores persistent weakness in Russia’s passenger car market despite monetary easing, with implications for domestic auto production and related supply chains.