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  • 🔋 Ferrari’s Electric Future: The V12 Legacy Meets Voltage

🔋 Ferrari’s Electric Future: The V12 Legacy Meets Voltage

Data-rich. Analysis-first. For readers who want precision, not fluff.

⚡️ A Supercar Reboot, Backed by Data

Ferrari is not just entering the electric era—it’s doing so on its own terms, at its own pace, with data and discipline. While competitors falter or rush, Maranello is quietly building a vertically integrated EV supply chain, fine-tuning hybrid adoption, and preparing for a monumental reveal:

  • 🗓️ October 9, 2025 – Ferrari’s EV powertrain and battery debut

  • 🌸 Spring 2026Full vehicle unveil (expected: “Elettrica”)

  • 🎯 October 2026Customer deliveries begin

This is not a pivot—it’s a calculated expansion. And the numbers back it up.

🧠 Strategic Context: Why Ferrari’s Playbook Is Different

Brand

Strategy

EV Rollout

Hybrid Commitment

ICE Phase-out?

Ferrari

ICE + Hybrid + EV (“Tri-Power”)

Oct 2025 →

51% of 2024 sales

❌ No

Porsche

BEV-first, 718 & Macan EVs

Already

Low

2035 EU Ban

Mercedes-Benz

EV-heavy strategy; demand fading

Scaling

Pullback

Delayed

Aston Martin

Delayed all-EV DB12

2026–27

Struggling

❌ Partial

Ferrari is maintaining its V12 roar and electrifying its legacy—not replacing one with the other.

📊 The Data That Drives Ferrari’s Electric Confidence

🏎️ Product Mix

  • 51% of all Ferrari vehicles sold in 2024 were hybrids

  • ICE + Hybrid lineup has powered a 12% CAGR in vehicle ASPs over five years

💰 Financial Backbone

Metric

2024 Actuals

2025 Guidance

Revenue

€7.2B (+14% YoY)

€7.6B (est.)

EBITDA

€2.56B (38.3% margin)

≥ €2.68B (est.)

Q1 Core Earnings (2025)

€693M (vs est. €689M)

✔️ Beat expectations

Net Debt / EBITDA

0.8x

Low leverage

💸 Pricing Power

  • Bespoke customizations drive >20% of Ferrari’s margin

  • Expected EV starting price: €450k+ (30–40% premium over hybrid)

🏭 Built in Maranello, Engineered for Margin

Ferrari is vertically integrating its EV architecture, building motors, inverters, and axles in a new “E-Building” facility. The battery pack will likely be externally sourced—but only after Ferrari finalizes internal control of thermal dynamics and voltage regulation.

Think Tesla’s gigafactory—but with carbon fiber, hand-stitching, and a 5-month waitlist.

🌍 Geographic Leverage

  • 🇺🇸 US Market Strength: Leading source of Ferrari demand

  • 🇨🇳 China Decline: Sales down 21% YoY—but Ferrari is limiting exposure (<10%)

  • 🇪🇺 Tariff Impact: 50bps hit to margin—offset by price increases

🔬 Technical Expectations (Oct Reveal)

  • 800V architecture

  • 300+ mile range (targeted)

  • 0–60 in under 2.4s

  • Inverter weight savings vs hybrid LaFerrari: ~12%

  • Charging time (DC): Targeting 0–80% in <20 minutes

Ferrari may opt for dual-motor AWD configuration, but weight distribution and sound engineering will be core differentiators—not raw torque alone.

🧭 What to Watch Ahead

Signal

What to Track

Oct 9 Reveal

Battery specs, architecture, efficiency

Spring 2026

Customer demand, deposit trends, custom packages

FY 2026–27

EV share of total Ferrari sales mix

China Play

Any Leapmotor partnership finalization

Margin Math

EBITDA margin sustainability post-EV rollout

This Isn’t Just EV. It’s Ferrari EV.

While the industry races to electrify, Ferrari is constructing a precision EV era that expands—not replaces—its brand DNA. This is a tri-power strategy: ICE, hybrid, and EV coexisting, backed by margin math, F1-inspired R&D, and timeless design.

Where others chase range or regulation, Ferrari is chasing perfection—and the data says they’re close.