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Andrea Balloni

Sell-Side Analyst at Mediobanca

Andrea Balloni is a Sell-Side Analyst at Mediobanca, specializing in Auto & Auto Components/Holdings and Medical Products sectors. He covers specific companies including Technoprobe and Exor, contributing to Mediobanca's strong performance as the top-rated broker in Italy by Extel and Institutional Investor surveys, where he ranked third in Italy Small & Mid Cap Research in 2025 and was among the top positions in prior years. Balloni joined Mediobanca in 2018 after previous roles at Fidentiis, bringing over two decades of experience in equity research as a 51-year-old professional based in Milan. No specific professional credentials such as FINRA registrations or securities licenses are publicly detailed.

Andrea Balloni's questions to Ferrari (RACE) leadership

Question · Q4 2025

Andrea Balloni from Mediobanca questioned the decline in Ferrari's Q4 deliveries to the US, asking if it was related to residual value management or other factors, and sought expectations for sponsorship contributions in 2026.

Answer

Antonio Picca Piccon, Ferrari's CFO, clarified that the decrease in Americas deliveries during Q4 was a result of model changeovers, not a weakening of demand, a trend anticipated to persist into 2026. He also projected that sponsorships would continue to positively support revenue and EBIT growth in 2026.

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Question · Q4 2025

Andrea Balloni asked about the more material decline in deliveries to the U.S. in Q4, questioning if it was related to residual values or other market factors, and sought expectations for sponsorship performance in 2026.

Answer

CFO Antonio Picca Piccon clarified that the decline in Americas deliveries was due to model changeover, not demand weakness, and this trend is expected to continue into 2026. He also stated that sponsorships are anticipated to provide further support to revenues and EBIT growth in 2026.

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