Presale Report  ·  Data as of 2025-03-26

Santander Drive Auto Receivables Trust 2025-2 Auto Loan subprime FINAL · CLOSED 2025-03-26

Notes
$1,983.3MM
Pool
$2,060.6MM
Reserve
1.00%
AAA Sub
32.9%
Sponsor: Santander Consumer USA Inc  ·  Servicer: Santander Bank, N.A.  ·  Trustee: Services LLC

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalMoody'sFitch
Class A-1210.210.2%86.1%0.132026-03-15P-1F1+
Class A-2657.131.9%54.2%+60 bps0.822028-06-15AaaAAA
Class A-3438.121.3%32.9%+68 bps1.922029-08-15AaaAAA
Class B177.28.6%24.3%+90 bps2.652031-05-15AaaAA
Class C181.38.8%15.5%+110 bps3.132031-05-15Aa3A
Class D224.610.9%4.6%+150 bps3.812031-05-15Baa3BBB
Class E94.84.6%0.0%4.432032-06-15NRBB

Split-rated at the AAA level: Class B (Moody's Aaa / Fitch 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 61.8%.

Transaction Parties

SponsorSantander Consumer USA Inc
ServicerSantander Bank, N.A.
Depositor / TransferorSantander Drive Auto Receivables LLC
Indenture TrusteeServices LLC
Owner TrusteeWilmington Trust, National Association (“
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBMO Capital Markets, Mischler Financial Group, Citigroup Global Markets, Mizuho Securities

Issuer Track Record

SDART 2025-2SDART 2025-1SDART 2024-5SDART 2024-4SDART 2024-3SDART 2024-2
Collateral (pool at cut-off)
Closing date2025-03-262025-01-222024-10-292024-08-212024-06-202024-04-24
Pool balance$2,060.6MM$2,248.8MM$1,878.4MM$1,989.0MM$1,960.1MM$1,768.8MM
WA Credit Score604−1605604604606606
WA APR18.06%−0.43pp17.71%18.57%18.54%18.38%18.49%
WA original term mo71.6+0.371.6 mo72.0 mo71.3 mo71.2 mo71.0 mo
% new vehicles32.4%30.7%29.2%30.4%28.0%30.4%
Reserve %1.00%1.00%1.00%1.00%1.00%1.00%
Geo top-3FL 19.2%
TX 14.9%
CA 6.3%
TX 17.2%
CA 10.7%
FL 8.2%
TX 17.8%
FL 10.0%
CA 9.9%
TX 15.9%
FL 11.8%
CA 8.9%
TX 15.8%
FL 13.4%
CA 8.6%
TX 16.8%
FL 12.9%
CA 8.0%
Structure (at issuance)
AAA spread+60 bps0bps+53 bps+57 bps+65 bps+68 bps+60 bps
AAA % of pool53.2%+2.2pp50.3%47.4%51.8%50.9%51.2%
Subordination below AAA32.9%+0.5pp36.4%32.5%31.7%32.4%32.3%
OC (initial)3.75%5.15%9.50%8.95%9.00%9.00%
OC target5.25%10.15%13.75%13.95%14.00%14.60%
OC floor2.00%2.00%2.00%2.00%2.00%2.00%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches776666

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

SDART 2025-2EART 2025-2CMXS 2025-ADRIVE 2024-2
Collateral (pool at cut-off)
Closing date2025-03-262025-03-262025-03-262024-09-25
Pool balance$2,060.6MM$1,050.3MM$826.9MM$2,191.8MM
WA Credit Score604+18583608586
WA APR18.06%−1.30pp19.36%15.96%19.84%
WA original term mo71.6−0.175.0 mo68.9 mo71.7 mo
% new vehicles32.4%0.0%31.7%
Reserve %1.00%1.00%3.25%1.00%
Geo top-3FL 19.2%
TX 14.9%
CA 6.3%
TX 16.7%
CA 11.2%
FL 8.3%
CA 16.5%
TX 13.9%
FL 8.6%
TX 20.6%
FL 12.7%
CA 7.6%
Structure (at issuance)
AAA spread+60 bps−4bps+68 bps+60 bps
AAA % of pool53.2%+3.1pp50.1%54.3%38.2%
Subordination below AAA32.9%+2.6pp47.3%25.7%30.3%
OC (initial)3.75%3.15%3.25%22.00%
OC target5.25%13.45%9.50%26.75%
OC floor2.00%1.50%0.50%3.50%
YSOCn.a.n.a.n.a.n.a.
Tranches7786

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 (41 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 — SDART vs. subprime peers3.9%7.9%11.8%15.8%M0M12M24M36M48Seasoning (months from cut-off)CNLSDART 2025-1SDART 2024-5SDART 2024-4SDART 2024-3subprime peers medianPeer IQR (fixed cohort, n=23)
Portfolio 60+ DQ — SDART vs. peers (calendar time)2.89%5.78%8.67%11.57%2022-032022-112023-082024-052025-02Calendar date60+ DQ rateSDARTCMXSDRIVEEART

Santander Consumer USA Inc — ticker SDART. Peer tier: subprime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.