Toyota’s global sales fell 2.2% in November 2025, ending 11 months of growth, driven by weak China and South America markets. Read more now.
In November 2025 Toyota reported a total of 900,011 vehicles sold worldwide, a 2.2% dip compared with the same month a year earlier. It marks the first monthly decline after 11 consecutive months of growth, underscoring a slowdown in two key regions: China and South America.
Overall Numbers
Outside its domestic market, Toyota’s sales fell to 769,789 units, down 2.6% YoY. In Japan, volumes remained essentially flat at roughly 130,222 cars.
United States: A Bright Spot
In the United States, the Japanese automaker posted 212,772 units, up 2.7% year‑over‑year despite recent tariffs on Japanese‑made exports. Exports to the U.S., including premium Lexus models, surged 16.7% to 56,992 vehicles, reflecting strong demand for both conventional and hybrid models.
China: Demand Dwindles
Chinese sales slumped 12.1% to 154,645 cars. The decline follows the expiration of several regional subsidy programs and a wave of customers delaying purchases while waiting for new policy incentives. Toyota also noted that buyers are anticipating refreshed versions of core models such as the RAV4.
South America: Sharp Contraction
Across South America, total sales fell 25.5% to 32,463 units, an improvement over October’s 28.3% drop but still a severe contraction. Production at Toyota’s Brazil plant was halted after severe storm damage in September, causing a 37.2% plunge in Brazilian sales and a 39.4% fall in Argentina.
Southeast Asia: Mixed Results
Indonesia saw a 6.4% decline, delivering 24,356 vehicles as tighter credit controls and new taxes squeezed the market. By contrast, Thailand posted a 12.8% rise to 19,305 units, driven largely by robust demand for the Yaris despite broader credit‑tightening measures.
India: A Positive Outlier
India stood out with a 15.9% sales increase, powered by strong interest in models such as the Urban Cruiser Hyryder, Innova Hycross, and other flagship offerings.
Electric Vehicles: Explosive Growth
Perhaps the most encouraging sign was Toyota’s electric‑vehicle (EV) performance. EV deliveries jumped 89.2% to 21,513 units, crossing the 20,000‑vehicle threshold for the first time in a single month. The surge was led by the refreshed bZ4X, relaunched in October, and a new EV model launched in China earlier this year.
Looking Ahead
While Toyota’s global footprint remains strong, the November dip highlights the importance of market‑specific dynamics. Recovery in China, stabilization in South America, and continued EV momentum will be crucial for sustaining growth into 2026.