Ferrari Group (FERGR) Investor presentation summary

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.