VinFast Auto Ltd.

Good day and thank you for standing by. Welcome to VinFast's second quarter 2026 financial results and Q&A webcast. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1 1 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. And I'd like to hand the conference over to your first speaker today, Ms. Amandae Baey, Vice President of Investor Relations. Please go ahead, ma'am.

Thank you, operator, and good morning, everyone. Welcome to VinFast. Second Quarter 2026 Earnings Call Please note that 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 might involve risk and uncertainties. Before we begin, I would like to introduce today's speakers in light of our recent leadership changes. Joining me is our Chief Executive Officer and Chairman of the Board of Directors, Mr Pham Nat Kwan An, who was appointed CEO on September 12 after serving in several key leadership roles at VinFast. Also on today's call are our Chief Financial Officer, Ms Lana Nguyen, and our Chief Investment Officer, Mr Chien Nguyen. The management team has worked closely together over the past few years, providing continuity as we execute on VinFast's next phase of growth and profitability. With that, I would like to invite our CEO and Chairman, Mr. Kuan An, to begin the management remarks.

Hello, everyone. Since our last earnings call, VinFast has continued to build significant momentum across our business. We have expanded our product and technology roadmap, debuted next-gen platform models with in-house developed driver assistance technologies, launched our e-scooter business overseas, and taken important steps to support our long-term financial profile. We announced VinFast's participation in the Investors Consortium developing the Hanoi International Sports Urban Area Project. where we now hold, through Ngoc Hoi, a 20% economic interest. Our participation in In-Ving Group's connected urban ecosystem creates another avenue to support VinFast's long-term development while complementing our core mobility strategy. In Q2 2026, VinFast delivered 70,085 electric Up 20% quarter-over-quarter and 96% year-over-year. We also delivered 286,000 electric two-wheelers, up 100% quarter-over-quarter and 311% year-over-year. First half of 2026 Deliveries totaled 128,662 electric four-wheelers and 429,175 electric two-wheelers. Nearly a decade since our founding, we have cumulatively delivered over 500,000 four-wheelers and 1 million two-wheelers, establishing an increasingly diversified presence globally. Today's progress validates investment in our products, manufacturing capabilities, technology, and ecosystem. Looking ahead, our priorities are clear. Ramp up production at our international factories, broaden our product portfolio, advance our autonomous driving capabilities, and expand into new markets alongside green SM. In parallel, we remain focused on strengthening our after-sales network and service quality to our growing customer base. Together, these initiatives are designed to support sustainable volume growth, improve operating leverage, and advance our path to profitability. Vinfast now operates in 15 countries, We continue to evaluate additional opportunities where we see structural tailwinds for adoption of electric smart mobility solutions and a viable path to scale. With that, I will turn it over to Chien to work through the key business updates.