âĄď¸ A Supercar Reboot, Backed by Data
Ferrari is not just entering the electric eraâitâs 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:
đď¸ October 9, 2025 â Ferrariâs EV powertrain and battery debut
đ¸ Spring 2026 â Full vehicle unveil (expected: âElettricaâ)
đŻ October 2026 â Customer deliveries begin
This is not a pivotâitâs a calculated expansion. And the numbers back it up.
đ§ Strategic Context: Why Ferrariâs Playbook Is Different
Brand | Strategy | EV Rollout | Hybrid Commitment | ICE Phase-out? |
|---|---|---|---|---|
Ferrari | ICE + Hybrid + EV (âTri-Powerâ) | Oct 2025 â | 51% of 2024 sales | â 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 | 2026â27 | Struggling | â Partial |
Ferrari is maintaining its V12 roar and electrifying its legacyânot replacing one with the other.
đ The Data That Drives Ferrariâs Electric Confidence
đď¸ 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
đ° Financial Backbone
Metric | 2024 Actuals | 2025 Guidance |
|---|---|---|
Revenue | âŹ7.2B (+14% YoY) | âŹ7.6B (est.) |
EBITDA | âŹ2.56B (38.3% margin) | ⼠âŹ2.68B (est.) |
Q1 Core Earnings (2025) | âŹ693M (vs est. âŹ689M) | âď¸ Beat expectations |
Net Debt / EBITDA | 0.8x | Low leverage |
đ¸ Pricing Power
Bespoke customizations drive >20% of Ferrariâs margin
Expected EV starting price: âŹ450k+ (30â40% premium over hybrid)
đ Built in Maranello, Engineered for Margin
Ferrari is vertically integrating its EV architecture, building motors, inverters, and axles in a new âE-Buildingâ facility. The battery pack will likely be externally sourcedâbut only after Ferrari finalizes internal control of thermal dynamics and voltage regulation.
Think Teslaâs gigafactoryâbut with carbon fiber, hand-stitching, and a 5-month waitlist.
đ Geographic Leverage
đşđ¸ US Market Strength: Leading source of Ferrari demand
đ¨đł China Decline: Sales down 21% YoYâbut Ferrari is limiting exposure (<10%)
đŞđş Tariff Impact: 50bps hit to marginâoffset by price increases
đŹ Technical Expectations (Oct Reveal)
800V architecture
300+ mile range (targeted)
0â60 in under 2.4s
Inverter weight savings vs hybrid LaFerrari: ~12%
Charging time (DC): Targeting 0â80% in <20 minutes
Ferrari may opt for dual-motor AWD configuration, but weight distribution and sound engineering will be core differentiatorsânot raw torque alone.
đ§ What to Watch Ahead
Signal | What to Track |
|---|---|
Oct 9 Reveal | Battery specs, architecture, efficiency |
Spring 2026 | Customer demand, deposit trends, custom packages |
FY 2026â27 | EV share of total Ferrari sales mix |
China Play | Any Leapmotor partnership finalization |
Margin Math | EBITDA margin sustainability post-EV rollout |
This Isnât Just EV. Itâs Ferrari EV.
While the industry races to electrify, Ferrari is constructing a precision EV era that expandsânot replacesâits 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 perfectionâand the data says theyâre close.


