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Hyundai Boosts 2030 Outlay to ₩77.3 Trillion, Speeds U.S. Production as Tariffs Hit 2025 Margin

The company is accelerating U.S. localization to reduce tariff exposure.

Overview

  • Hyundai raised its 2026–2030 investment plan to ₩77.3 trillion, prioritizing electrification, software-defined vehicles, and manufacturing upgrades.
  • The automaker cut its 2025 operating margin target to 6–7% from 7–8%, while guiding for 7–8% by 2027 and 8–9% by 2030.
  • More than 80% of vehicles sold in the U.S. are targeted to be built domestically by 2030, with Georgia Metaplant capacity set to reach 500,000 units by 2028 after a new $2.7 billion Phase 2 that adds about 3,000 jobs.
  • Hyundai reaffirmed 5.55 million global sales by 2030 with a 60% electrified mix, expanding to 18+ hybrids and launching region-specific EVs including Ioniq 3 for Europe, a locally designed EV for India, and the China-built Elexio.
  • Product and tech milestones include extended-range EVs from 2027, a North American midsize pickup before 2030, battery cost cuts of 30% with roughly 15% gains in energy density and charging times by 2027, and rollout of the Pleos SDV platform; U.S. investment for 2025–2028 rises to ₩15.3 trillion.