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Ferrari Group (FERGR) investor relations material
Ferrari Group Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Compelling investment proposition
Trusted partner to global luxury brands with a scalable, high-margin, cash-generative platform.
Leading provider of secure logistics for high-value goods in a specialized, high-barrier segment.
Proven financial track record with FY25 revenue of €365.5m (+4.8% YoY), EBITDA of €93.3m (26.0% margin), and 86.3% cash conversion.
Resilient revenue underpinned by long-term, sticky client relationships and disciplined growth strategy.
Integrated logistics platform and service mix
Offers secure, reliable, and tailored logistics services for luxury goods globally, including international, domestic, warehouse, and special services.
Utilizes a mix of airfreight, armoured vehicles, and custom solutions for high-value deliveries.
Revenue split: 66% international, 17% domestic, 11% special & other, 6% warehouse & logistics services.
Global presence and operational scale
Direct presence and partnerships in 65 countries, connecting luxury brands with clients worldwide.
~1 million international shipments in 2025, with an average delivery time of 2.1 days.
Strong relationships with major airline partners and accredited IATA agents.
- Q1 2026 revenue rose 7.4% year-over-year, driven by robust demand and strategic expansion.FERGR
Q1 2026 TU - FY25 revenue up 4.8% at constant currency, EBITDA margin 26%, net profit €53.4M, 56% payout.FERGR
H2 2025 - Q4 and FY 2025 revenue rose over 5% at constant currency, led by global expansion and strong demand.FERGR
Q4 2025 TU - Q3 revenue grew 6.1% year-on-year at constant currency, led by strong global service demand.FERGR
Q3 2025 TU - Revenue and EBITDA rose, but profit fell on a one-off provision; outlook remains positive.FERGR
H1 2025 - Revenue rose 4.7–5% to €348.8m with stable margins and strong cash flow; 2025 outlook steady.FERGR
H2 2024 - FY24 revenue expected at the upper end of guidance, with EBITDA and margin on track.FERGR
H2 2024 TU
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