In a bid to stabilize its operations and regain competitive ground in Europe, automaker Stellantis has established a new advisory council comprising 26 of its key suppliers. The initiative, named the Europe Supplier Advisory Council, also includes the industry associations Anfia and FIEV. This move represents a strategic pivot for the company, which is currently navigating a profound crisis while attempting to lay the groundwork for a future recovery.
A Shift from Crisis Response to Collaborative Planning
The primary objective of the newly formed council is to proactively identify potential supply bottlenecks and develop joint solutions before they can disrupt production. This structured dialogue is intended to replace a pattern of ad-hoc crisis management. Suppliers will be integrated earlier into strategic decision-making processes, a change Stellantis hopes will mitigate risks related to component availability and logistics. Three meetings, each lasting approximately one and a half days, are scheduled for 2026, with a focus on fostering innovation and industrial performance.
Launching into a Storm of Financial Pressure
The council’s creation coincides with a period of severe financial strain for the automotive group. The company reported an annual loss of 22.3 billion euros for 2025, scrapped its dividend for 2026, and recorded impairments totaling 22.2 billion euros—largely tied to discontinued electric vehicle programs. To bolster its liquidity, Stellantis recently placed a 5 billion euro hybrid bond with coupons ranging between 6.25% and 8.25%.
Should investors sell immediately? Or is it worth buying Stellantis?
Internal challenges are also mounting. In the United States, the United Auto Workers (UAW) union has criticized the company for awarding bonuses to non-union employees while union members received nothing, a consequence of a 2.2 billion dollar decline in adjusted operating income.
Market Anticipation Builds for a New Strategic Roadmap
Stellantis shares are currently trading roughly 47% below their 52-week high, positioning them significantly below all key moving averages. Analyst sentiment is mixed. Citi maintains a “Hold” rating on the stock with a price target of 7 euros. Conversely, the MarketScreener consensus recommends “Outperform” with an average price target of 8.18 euros.
A pivotal date for the company’s potential re-rating is May 2026. Investors are keenly awaiting the presentation of a new strategic plan by CEO Antonio Filosa, which is expected to provide crucial direction for the automaker’s path forward.
Ad
Stellantis Stock: Buy or Sell?! New Stellantis Analysis from March 29 delivers the answer:
The latest Stellantis figures speak for themselves: Urgent action needed for Stellantis investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from March 29.
Stellantis: Buy or sell? Read more here...
