Presale Report  ·  Data as of 2025-09-24

Drive Auto Receivables Trust 2025-2 Auto Loan subprime FINAL · CLOSED 2025-09-24

Notes
$1,595.9MM
Pool
$1,866.5MM
Reserve
1.00%
AAA Sub
32.8%
Sponsor: Santander Bank, N.A  ·  Servicer: Santander Bank, N.A.  ·  Trustee: Citibank, N.A

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalMoody'sDBRS
Class A-1195.910.5%75.0%0.132026-10-15P-1R-1(H)
Class A-2448.024.0%51.0%+56 bps0.592028-10-16AaaAAA
Class A-3338.918.2%32.8%+62 bps1.472032-09-15AaaAAA
Class B214.711.5%21.3%+68 bps2.192032-09-15AaaAA
Class C180.19.7%11.7%+95 bps2.782032-09-15Aa3A
Class D218.411.7%0.0%+145 bps3.542032-12-15Baa2BBB

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 53.7%.

Transaction Parties

SponsorSantander Bank, N.A
ServicerSantander Bank, N.A.
Depositor / TransferorSantander Drive Auto Receivables LLC
Indenture TrusteeClayton Fixed Income Services LLC
Owner TrusteeCitibank, N.A
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersWells Fargo Securities, RBC Capital Markets

Issuer Track Record

DRIVE 2025-2DRIVE 2025-1DRIVE 2024-2DRIVE 2024-1DRIVE 2021-3DRIVE 2021-2
Collateral (pool at cut-off)
Closing date2025-09-242025-05-282024-09-252024-02-212021-11-172021-08-25
Pool balance$1,866.5MM$1,522.1MM$2,191.8MM$1,642.6MM$1,591.6MM$2,150.5MM
WA Credit Score585+3586586575575582
WA APR19.81%+0.79pp19.73%19.84%18.29%18.29%19.02%
WA original term mo71.7+0.571.9 mo71.7 mo71.2 mo71.2 mo71.0 mo
% new vehicles28.1%29.0%31.7%19.1%23.1%27.7%
Reserve %1.00%1.00%1.00%1.00%1.00%1.00%
Geo top-3TX 17.7%
FL 12.4%
CA 7.8%
TX 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%
Structure (at issuance)
AAA spread+56 bps−5bps+68 bps+60 bps+62 bps+22 bps
AAA % of pool42.2%+4.0pp39.4%38.2%34.7%34.8%49.0%
Subordination below AAA32.8%+0.5pp33.5%30.3%22.3%32.3%35.8%
OC (initial)14.50%17.50%22.00%33.10%19.79%16.30%
OC target19.00%22.00%26.75%42.35%23.00%24.00%
OC floor3.00%3.00%3.50%3.50%3.00%3.50%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches666566

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 2025-2CMXS 2025-BEART 2025-4SDART 2025-3
Collateral (pool at cut-off)
Closing date2025-09-242025-09-242025-08-272025-07-30
Pool balance$1,866.5MM$923.1MM$1,298.2MM$2,150.3MM
WA Credit Score585−19612585604
WA APR19.81%+1.69pp16.05%18.46%18.12%
WA original term mo71.7+0.169.4 mo76.0 mo71.6 mo
% new vehicles28.1%0.0%27.7%
Reserve %1.00%2.50%1.00%1.00%
Geo top-3TX 17.7%
FL 12.4%
CA 7.8%
CA 16.3%
TX 12.8%
FL 9.2%
TX 19.6%
CA 10.8%
FL 8.0%
TX 15.8%
FL 12.8%
CA 9.2%
Structure (at issuance)
AAA spread+56 bps0bps+63 bps+54 bps+56 bps
AAA % of pool42.2%−9.9pp52.0%41.1%52.9%
Subordination below AAA32.8%+0.4pp23.4%45.7%32.4%
OC (initial)14.50%2.50%4.20%4.40%
OC target19.00%8.50%11.20%5.90%
OC floor3.00%0.50%1.50%2.00%
YSOCn.a.n.a.n.a.n.a.
Tranches6777

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 (65 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 peers4.1%8.1%12.2%16.3%M0M12M24M36M48Seasoning (months from cut-off)CNLDRIVE 2025-1DRIVE 2024-2DRIVE 2024-1DRIVE 2021-3subprime peers medianPeer IQR (fixed cohort, n=34)
Portfolio 60+ DQ — DRIVE vs. peers (calendar time)2.89%5.78%8.67%11.57%2022-092023-052024-022024-112025-08Calendar date60+ DQ rateDRIVECMXSEARTSDART

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