Auto Brands with the Sharpest Declines in Exports and Production Year-to-Date 2025

During the first ten months of 2025, automotive brands produced by the Mexican automotive industry experienced a slight contraction in both export and production volumes. This data comes from the Administrative Register of the Light Vehicle Automotive Industry (RAIAVL), released by INEGI on November 07. From January to October, a total of 3,389,424 light vehicles were produced, marking a 0.7% decrease compared to the same period in the previous year. Exports also registered a slight decline of 1.5%, totaling 2,881,399 units.

Brands with the Steepest Production Declines

Analyzing by brand, the most significant production decreases were observed in Volkswagen (–16.3%), Mazda (–13.8%), Honda (–13.3%), and Stellantis (–8.7%). While Toyota notably achieved a 31.2% growth, other established manufacturers faced adjustments stemming from supply chain reconfigurations and shifts in export demand. On a monthly basis, 367,870 units were assembled in October 2025, a 3.7% reduction compared to the same month in 2024. Light trucks accounted for 77.1% of this total, with automobiles making up the remaining 22.9%.

Exports: Setbacks for Several Key Automakers

In terms of exports, the most pronounced declines were observed in Mazda (–30.3%), Volkswagen (–19.5%), Mercedes Benz (–18.1%), and Honda (–13.1%). Notably, Nissan (–6.3%) and Stellantis (–5.6%) also experienced declines, despite their typically high export volumes. Conversely,

(+31.8%) and Ford (+7.5%) emerged as key drivers for the export sector. Of the vehicles exported, 78.7% were destined for the United States, followed by Canada (11.0%), Germany (3.0%), and Colombia (1.1%).

Domestic Sales: A Moderately Positive Contrast

In contrast to the production and export landscape, domestic sales demonstrated a slight improvement. From January to October 2025, 1,204,923 units were sold, representing a marginal increase of 0.1% compared to 2024. However, brand performance varied considerably. MG Motor (–10.2%), Suzuki (–10.5%), SEAT (–17.6%), and Mercedes Benz (–14.7%) reported the most significant declines in retail sales. Conversely, Nissan (+7.4%), KIA (+6.7%), and Toyota (+2.9%) successfully maintained sustained growth.

Overall Outlook

The INEGI report indicates that the Mexican automotive industry is undergoing a period of moderate adjustment, characterized by stability in the domestic market and slight declines in the export sector. The next RAIAVL update is scheduled for December 3, 2025, which will reveal cumulative figures through November and potential indicators of recovery as the year concludes.

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first appeared in Líder Empresarial.