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Lucid Group (LCID) investor relations material

Lucid Group Morgan Stanley’s 13th Annual Laguna Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley’s 13th Annual Laguna Conference summary12 Sep, 2025

Product and technology highlights

  • Gravity SUV received high praise for performance, comfort, and materials, with versions starting below $100,000 and a lower-priced model around $80,000 planned.

  • Production ramping up in Q3 and Q4 after initial supplier issues, targeting 18,000–20,000 units for the year.

  • Focus on innovation and best-in-class technology to differentiate from Chinese competitors, with no plans to enter the low-cost segment.

  • Next-generation drive units will reduce reliance on Chinese rare earths, moving toward alternative suppliers and technologies.

  • Advanced automation and robotics are being implemented in manufacturing to increase productivity and efficiency.

Market strategy and expansion

  • Gravity launched in Europe, with strong reception and plans to grow presence in the region.

  • Mid-size platform to launch at the end of next year, starting around $50,000, with production in both the U.S. and Saudi Arabia.

  • No intention to compete in China due to intense competition and subsidies; focus remains on premium and mid-size segments in other markets.

  • Strategic partnership with Saudi Arabia provides long-term capital and access to diverse supplier networks, supporting cost competitiveness.

  • Capacity and investment plans are aligned with realistic volume targets, not aiming for mass-market scale.

Autonomy and partnerships

  • Partnerships with Uber and Nuro mark the first step into robotaxis, with Gravity as the initial platform.

  • Plans to introduce hands-free driving and close the autonomy gap with competitors by next year, aiming to leapfrog current market offerings.

  • Long-term vision includes L4 autonomy for both robotaxis and personally owned vehicles, with ongoing collaborations and internal development.

  • Minimal CapEx impact for robotaxi rollout, with future plans to shift from per-unit sales to recurring revenue models based on usage.

  • Close collaboration with Nuro accelerates L4 development and provides valuable data for future autonomous platforms.

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Q3 2025
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Frequently asked questions

Luxurious EVs

Lucid Group, Inc. is an American company that designs, manufactures, and sells luxury electric vehicles. The company’s first vehicle, the Lucid Air sedan which is designed and built in the US, is manufactured with a focus on driving range, comfort, and build quality. Lucid Group has a focus on creating high-efficiency electric powertrains for its vehicles, while also working with the development of advanced battery technology.

Initial Focus on Battery Technology

Lucid Group was originally founded as Atieva in 2007 by former Tesla vice president Bernard Tse and entrepreneur Sam Weng. Initially, the company focused on battery technology before shifting its vision to electric vehicles. Rebranded as Lucid Motors in 2016 to better align with its aspirations in the automotive industry, the company set out to redefine luxury mobility. In September 2020, Lucid unveiled its first car, the Lucid Air. The launch positioned the company as a serious competitor in the emerging luxury EV market, distinguishing itself with a blend of performance, luxury, and next-generation technology. Lucid is, together with companies such as Tesla, Polestar, and Rivian, part of a new group of upstarts competing with well-established car manufacturers in the EV space.

Range and Comfort

Lucid Motors builds electric vehicles with an emphasis on range and advanced powertrain technology. The Lucid Air, their signature sedan, has a luxurious design and a spacious interior. Lucid focuses on performance, encapsulated in their in-house developed batteries and electric motors that aim for high efficiency and long-distance capability. The vehicles come with sophisticated driver-assistance systems and connectivity features, something that consumers have come to expect from modern EVs. As an entrant in the luxury EV market, Lucid targets consumers interested in combining high performance and comfort, while still reaping the benefits that electric vehicles offer.

The Batteries

Lucid Motors is actively involved in the development of battery technology for electric vehicles. The company's research and engineering efforts have resulted in batteries that are optimized for high energy density, which in turn provides a longer range for its vehicles, something that is among the chief concerns amongst consumers looking to buy an EV. As has become standard in the industry, Lucid’s vehicles also offer fast-charging capabilities for its cars.

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