VinFast Auto Ltd.

Good day and thank you for standing by. Welcome to VinFast's first quarter 2026 financial results and Q&A webcast. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. If you wish to ask a question via the webcast, please use the Q&A box available on the webcast link anytime during the conference. Please be advised that today's conference is being recorded. I'd like to hand the conference over to your first speaker today, Ms. Amanda Bay, Vice President of Investor Relations. Please go ahead, ma'am.

Thank you, operator, and good morning, everyone. Welcome to VinFast's first quarter 2026 earnings call. Joining me today are Chairman of the Board, Mr. Pham Nat Kwan An, Deputy CEO of Investments, Ms. Ann Pham, and our CFO, Ms. Lana Nguyen. Before we begin this call, please note today's call will include forward-looking statements under U.S. federal securities law. These statements reflect our current views on future events, financial operational performance, and other matters that involve risk and uncertainties. These may cause actual results to differ materially. Please refer to our most recent filings with the SEC for a discussion of these risk factors. We will also reference certain non-GAAP financial measures and a reconciliation of these measures to GAAP figures along with an explanation are included in our presentation issued earlier today. With that, I would like to invite Mr. Kwanan to begin with the management remarks.

Thank you, Amandi. I'm honoured to assume the role of Chairman of Board of WinFAS at an important stage in the company's development. I would also like to express my sincere appreciation to Madam Tri Le for her leadership and contributions over the past several years. Under her leadership, WinFast successfully entered international markets and established the foundation for its global expansion, helping bring the WinFast brand to customers around the world. Today, WinFast enters its next phase with a stronger foundation, a growing global ecosystem, and a clear long-term strategic direction. As the company continues its tradition towards a more asset-light operating model, We remain focused on strengthening operational execution, enhancing customer experience, and advancing innovation in an era increasingly defined by software-defined mobility and autonomous technologies. Together with our leadership team, employees, partners, dealers, and customers, we remain committed to building a globally competitive mobility company positioned for sustainable long-term growth. I look forward to working closely with all stakeholders as VinFast continues its next chapter of development and global expansion. Turning to recent developments in the global energy markets, higher oil prices continue to reinforce a long-term case for electrification, particularly across import-dependent economies. In Asia, where many markets rely heavily on oil shipments through critical routes such as the Strait of Hormuz, recent price volatility has had an immediate impact. This has accelerated government policy support aimed at reducing fuel dependence and strengthening the energy security. As a result, Southeast Asia and other emerging markets are increasingly leading global EV adoption trends. This structural shift is translating into tangible demand across VinFast's core markets and aligned closely with the green mobility ecosystem. In Vietnam, VinFast recorded a new daily sales high of 3,520 EVs on March 28, alongside a record month for the E2W orders. To support and scale this momentum, VinFast has taken additional steps to strengthen its long-term operating model. These include a new strategic partnership with GSM and the spin-off of our Vietnam manufacturing assets. Together, the initiatives are expected to enhance financing flexibility and support the company's transition to a more capital-like business model. I will now pass it over to Ann to recap the key highlights of the quarter. Thank you.