Ferrari lifts forecasts on pricier models and personalisation

01 August 2024 - 16:12 By Reuters
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Pricier models such as the Daytona SP3 (pictured) and growing demand from buyers for personal touches helped Ferrari beat second-quarter results forecasts on Thursday and raise its full-year expectations.
Pricier models such as the Daytona SP3 (pictured) and growing demand from buyers for personal touches helped Ferrari beat second-quarter results forecasts on Thursday and raise its full-year expectations.
Image: Supplied

Pricier models such as the Daytona SP3 and growing demand from buyers for personal touches helped Ferrari beat second-quarter results forecasts on Thursday and raise its full-year expectations.

The Italian company said it now saw adjusted earnings before interest, tax, depreciation and amortisation (EBITDA) rising to at least €2.50bn (R45.41bn) this year, versus a previous forecast of at least €2.45bn (R44.50bn).

"Our net revenues and profitability were up double digit, sustained by the enrichment of the product mix and the increased demand for personalisations, which led us to upgrade our 2024 guidance," CEO Benedetto Vigna said in a statement.

After the results were published, Ferrari's Milan-listed shares extended gains to stand up 5.1% at 12.45 GMT.

In contrast, Porsche last month cut its sales and profit guidance due to an unexpected aluminium alloy supply shortage, hammering its shares.

"Ferrari handsomely beat today pretty much across the board," Bernstein analysts said in a note. "It reinforces our contention that there is only one Ferrari .... sitting at the pinnacles".

Ferrari's second-quarter adjusted EBITDA increased 14% to €669m (R13.13bn), just ahead of analysts' average forecast of €650m (R12.76bn) in a Reuters poll.

The company known for its prancing horse logo also generated €121m (R2.37bn) of cash in the quarter.

It said pricing power contributed €122m (R2.39bn) to quarterly earnings, supported by demand for the €2m (R39.3m), 12-cylinder Daytona SP3, as well as a "few sales" of the limited series, track-only 499P Modificata, which costs €5.1m (R100.1m).

Bernstein analysts also mentioned the Purosangue four-seater and the first few deliveries of the SF90 XX Stradale hybrid model.

Demand from customers for personalisations — both inside and outside the car — boosted the results too, along with a strong performance in the Americas.

In 2023, personalisations accounted for around 19% of Ferrari's €6bn (R117.73bn) of revenue, mainly relating to paint, liveries and use of carbon.


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