After a loss-making 2025, new CEO Antonio Filosa presented a five-year plan at Stellantis Investor Day. The headline: €60 billion in investment, €24 billion of which goes to new models. 60 completely new vehicles and 50 existing model updates by 2030.
Platform — STLA One replaces the previous four-platform structure (STLA Small, Medium, Large, Frame). First model launches in 2027; 30+ vehicles planned. Covers B/C/D segments, 800V architecture, LFP batteries, steer-by-wire, 20% lower manufacturing cost.
Software — STLA Brain (compute), STLA SmartCockpit (operating system), STLA AutoDrive (autonomous driving). Partners: Wayve, Qualcomm, Mistral AI.
Partnerships — Leapmotor (Opel in Spain), Dongfeng (Voyah in Europe, Peugeot/Jeep in China), JLR (US vehicle development), Tata (Asia, Africa, Middle East).
Brand priorities — 70% of investment into Jeep, Ram, Peugeot and Fiat. DS absorbed under Citroën. Lancia absorbed under Fiat. Maserati is developing two new E-segment models; details expected in December.
How much of this lands on schedule will depend on how quickly STLA One enters production. Stellantis’s last strategic plan also promised a transformation by 2030 — and then didn’t survive its own CEO’s tenure.
