ACMobility, Ayala Corp’s mobility arm, is on track for a financial turnaround after narrowing losses in 2025, with management expecting the business to reach profitability in 2026 as its electric vehicle push gains scale.
Chief executive officer Cezar Consing said the unit remains one of two major Ayala subsidiaries still in the red, but its performance has improved markedly as electric vehicle sales and infrastructure investments begin to scale.
He noted that ACMobility has strengthened its position in the fast-growing electric vehicle market through expanded inventories of BYD and Kia electric models and the accelerated rollout of a nationwide charging network.
Consing added that the electric mobility strategy was not primarily driven by high fuel prices, stressing that Ayala began investing in the segment even when global oil prices were relatively low.
The EV initiative, he said, was aimed at introducing cleaner mobility technologies to the Philippine market, with recent energy price swings only accelerating consumer adoption.
He also pointed to ACMobility’s long-term distribution and dealership agreements with global automotive brands as a key advantage positioning it at the forefront of the country’s transition to electric mobility.
With a growing portfolio of electrified and premium mobility brands, the company is reinforcing Ayala’s presence in a sector widely seen as critical to the Philippines’ long-term energy transition and transport modernization.
Analysts have pointed to rising EV demand in urban centers and the gradual expansion of charging infrastructure as key drivers that could support ACMobility’s path to profitability, alongside improving economies of scale in vehicle distribution and aftersales services as the network matures.
This positions the group for a stronger role in the country’s evolving sustainable transport landscape moving forward in 2026.
