Building on our previous research into the automotive sector, this report takes a closer look at how major manufacturers are aligning with the low-carbon transition. Focusing on BMW, we assess the credibility of its climate commitments and whether its financial strategy aligns with a net zero trajectory.
BMW is a relative leader in the electric vehicle transition, with robust science-based 2030 climate targets and is making progress on BEV rollout and supply chain decarbonisation, underpinned by its Neue Klass platform launching in 2025.
However, weak climate governance, missed ESG targets, and inconsistent climate lobbying undermine its alignment with long-term sustainability goals.
We evaluate BMW’s financial and climate alignment across four categories:
- Climate Goals: the credibility of its GHG reduction targets.
- Strategy Assessment: implementation of a decarbonisation strategy.
- Financial Outlook: capital allocation, profitability and margins.
- Governance & Lobbying: board oversight, incentives and policy engagement.
Our findings are relevant to investors and policymakers tracking corporate readiness for the low-carbon transition and assessing where execution risks could impact long-term value.