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Mercedes-Benz Group reported a 57% fall in operating profit for 2025, with BEV car sales down 8.8%.
But dig deeper and the picture changes.
While passenger EV demand softened, electric van sales surged 46%, hitting 28,488 units globally. That pushed EV share in Mercedes’ vans division to around 8%, a bright spot in an otherwise tough year.
Mercedes is doubling down on electrification with three new dedicated EV platforms launching from 2026, including VAN.EA, aimed squarely at commercial vehicles.
The strategy? Flexible factories, modular platforms, in-house drive tech and the ability to swing production between ICE, hybrid and EV as markets demand.\
From the EV Café sofa
“Vans are quietly doing the heavy lifting here. Passenger cars might be wobbling, but electric vans are where the momentum really is".
-Paul Kirby
This is classic Electric Van Man territory: vans quietly doing the heavy lifting while car headlines grab the drama.
Mercedes might be wobbling in passenger cars, but commercial EVs are where real momentum lives.
The lesson is simple, fleet electrification is moving faster than retail, because businesses follow spreadsheets, not vibes.
And right now, electric vans are proving they belong in the profit column.






