How Mobileye’s Partnership with VVDN to Localize ADAS Could Shape MBLY’s Growth in India

• Mobileye recently announced it has signed a Memorandum of Understanding with VVDN Technologies to localize and offer its advanced driver-assistance systems (ADAS) to India-based automakers, pairing its global expertise with VVDN's local engineering and production capabilities.
• This partnership aligns with surging demand for automotive safety and technology in India, supporting the country's regulatory goals and the 'Made-in-India' agenda while enabling customized, export-ready ADAS solutions.
• We'll explore how Mobileye's new Indian collaboration may impact its investment story and future prospects for growth in emerging markets.

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Mobileye Global Investment Narrative Recap

To be a Mobileye shareholder, you need to believe in the long-term adoption of advanced driver-assistance systems (ADAS) globally, with rapid entry into high-growth markets like India a key pillar. While the latest partnership with VVDN Technologies positions Mobileye for future demand in India, the most important short-term catalyst remains the pace of design wins and deployment with major OEMs. The biggest risk, geopolitical and trade uncertainties impacting volumes, does not appear directly affected by this announcement.

The recent Q3 2025 earnings report is particularly relevant here, showing year-over-year sales growth to US$504 million and reduced net losses. These results give context to how Mobileye’s new push into India fits into its broader efforts to expand market share, win new business and move toward profitability, even as the business faces a competitive and uncertain environment.

But with India’s market potential, the challenge of shifting demand due to global trade frictions is still something investors should have on their radar...

Read the full narrative on Mobileye Global (it's free!)

Mobileye Global's narrative projects $3.0 billion in revenue and $111.5 million in earnings by 2028. This requires 15.6% yearly revenue growth and an increase in earnings of about $3.1 billion from current earnings of -$3.0 billion.

Uncover how Mobileye Global's forecasts yield a $19.28 fair value, a 47% upside to its current price.

Exploring Other Perspectives

Four private investors in the Simply Wall St Community gave fair value estimates between US$12 and US$22.92 per share before the Indian ADAS news. Many point to ongoing trade and tariff risks as factors that could influence earnings and future valuation, inviting you to compare a range of alternative views on Mobileye.

Explore 4 other fair value estimates on Mobileye Global - why the stock might be worth 9% less than the current price!

Build Your Own Mobileye Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Mobileye Global research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Mobileye Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mobileye Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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