Presale Report  ·  Data as of 2025-05-28

Drive Auto Receivables Trust 2025-1 Auto Loan subprime FINAL · CLOSED 2025-05-28

Notes
$1,255.7MM
Pool
$1,522.1MM
Reserve
1.00%
AAA Sub
40.6%
Sponsor: Santander Bank, N.A  ·  Servicer: Santander Bank, N.A.  ·  Trustee: Wilmington Trust, National Association (“

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalMoody'sDBRS
Class A-1146.09.6%72.9%0.122026-06-15P-1R-1
Class A-2368.624.2%48.7%+68 bps0.622028-08-15AaaAAA
Class A-3231.215.2%33.5%+75 bps1.482032-09-15AaaAAA
Class B175.011.5%22.0%+88 bps2.152032-09-15AaaAA
Class C144.69.5%12.5%+110 bps2.752032-09-15Aa3A
Class D190.312.5%0.0%+150 bps3.532032-09-15Baa3BBB

Split-rated at the AAA level: Class B (Moody's Aaa / DBRS AA). Per the convention that all rating agencies must concur, this tranche is treated as the lower rating and excluded from AAA % of pool. On a most-favorable-agency basis (rated AAA by any agency), AAA % of pool would be 50.9%.

Transaction Parties

SponsorSantander Bank, N.A
ServicerSantander Bank, N.A.
Depositor / TransferorSantander Drive Auto Receivables LLC
Indenture TrusteeWilmington Trust, National Association (“
Owner TrusteeCiticorp Trust Delaware, National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersWells Fargo Securities, RBC Capital Markets

Issuer Track Record

DRIVE 2025-1DRIVE 2024-2DRIVE 2024-1DRIVE 2021-3DRIVE 2021-2DRIVE 2021-1
Collateral (pool at cut-off)
Closing date2025-05-282024-09-252024-02-212021-11-172021-08-252021-04-21
Pool balance$1,522.1MM$2,191.8MM$1,642.6MM$1,591.6MM$2,150.5MM$1,934.8MM
WA Credit Score586+4586575575582583
WA APR19.73%+0.75pp19.84%18.29%18.29%19.02%18.98%
WA original term mo71.9+0.871.7 mo71.2 mo71.2 mo71.0 mo71.1 mo
% new vehicles29.0%31.7%19.1%23.1%27.7%29.0%
Reserve %1.00%1.00%1.00%1.00%1.00%1.00%
Geo top-3TX 20.1%
FL 13.7%
CA 7.3%
TX 20.6%
FL 12.7%
CA 7.6%
TX 21.2%
FL 12.8%
CA 8.2%
TX 18.1%
FL 12.4%
CA 6.3%
TX 18.2%
FL 12.5%
CA 6.8%
TX 17.1%
FL 11.4%
CA 8.4%
Structure (at issuance)
AAA spread+68 bps+27bps+60 bps+62 bps+22 bps+19 bps
AAA % of pool39.4%+1.2pp38.2%34.7%34.8%49.0%48.1%
Subordination below AAA33.5%+1.2pp30.3%22.3%32.3%35.8%36.1%
OC (initial)17.50%22.00%33.10%19.79%16.30%17.35%
OC target22.00%26.75%42.35%23.00%24.00%25.15%
OC floor3.00%3.50%3.50%3.00%3.50%3.50%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches665666

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Peer Set

DRIVE 2025-1EART 2025-3CMXS 2025-ASDART 2025-2
Collateral (pool at cut-off)
Closing date2025-05-282025-05-282025-03-262025-03-26
Pool balance$1,522.1MM$1,098.0MM$826.9MM$2,060.6MM
WA Credit Score586−18583608604
WA APR19.73%+1.67pp18.95%15.96%18.06%
WA original term mo71.9+0.375.0 mo68.9 mo71.6 mo
% new vehicles29.0%0.0%32.4%
Reserve %1.00%1.00%3.25%1.00%
Geo top-3TX 20.1%
FL 13.7%
CA 7.3%
TX 17.5%
CA 11.0%
FL 8.0%
CA 16.5%
TX 13.9%
FL 8.6%
FL 19.2%
TX 14.9%
CA 6.3%
Structure (at issuance)
AAA spread+68 bps+5bps+63 bps+68 bps+60 bps
AAA % of pool39.4%−13.7pp41.3%54.3%53.2%
Subordination below AAA33.5%+0.6pp45.2%25.7%32.9%
OC (initial)17.50%4.50%3.25%3.75%
OC target22.00%11.80%9.50%5.25%
OC floor3.00%1.50%0.50%2.00%
YSOCn.a.n.a.n.a.n.a.
Tranches6787

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Historical Performance Context

Anchor expectations in empirical base rates from the sponsor's prior series and FICO-tier peer set.

Left: per-series cumulative NET loss at matched seasoning 10-D (10-D servicer distribution reports). IQR band uses a fixed cohort of all peer series with ≥18 months of data (61 series across 3 issuers). Right: portfolio-level 60+ DQ rate aggregated across all active deals per issuer (calendar time, last 3 years), from ABS-EE loan-level data ABS-EE.

CNL by seasoning — DRIVE vs. subprime peers4.0%7.9%11.9%15.8%M0M12M24M36M48Seasoning (months from cut-off)CNLDRIVE 2024-2DRIVE 2024-1DRIVE 2021-3DRIVE 2021-2subprime peers medianPeer IQR (fixed cohort, n=31)
Portfolio 60+ DQ — DRIVE vs. peers (calendar time)2.89%5.78%8.67%11.57%2022-052023-012023-102024-072025-04Calendar date60+ DQ rateDRIVECMXSEARTSDART

Santander Bank, N.A — ticker DRIVE. Peer tier: subprime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.