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    Martino De Ambroggi • Equita

    Martino De Ambroggi's questions to Ferrari NV (RACE) leadership

    Martino De Ambroggi's questions to Ferrari NV (RACE) leadership • Q1 2025

    Question

    Martino De Ambroggi inquired about the ideal shipment size for Greater China, the progress of the hybrid warranty program, and sought to quantify the financial impact of the U.S. price increases.

    Answer

    CEO Benedetto Vigna reported that the hybrid warranty program has nearly 550 contracts and is gaining traction. He reiterated the target for Greater China is 8-10% of shipments, noting a new model launching this year will be better suited for the region's tax structure. CFO Antonio Picca Piccon declined to provide specific financial details on the price increase.

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    Martino De Ambroggi's questions to Ferrari NV (RACE) leadership • Q2 2024

    Question

    Martino De Ambroggi asked for confirmation that personalization drove about a third of the H1 price/mix benefit and questioned if the new e-building's flexibility could enable Ferrari to satisfy demand above the 20% level in the future.

    Answer

    CFO Antonio Piccon confirmed the one-third estimate for personalization's contribution to the H1 price/mix effect was 'not far away from reality.' CEO Benedetto Vigna stated that while they are improving supply chain agility, particularly for carbon fiber, they are planning based on current data and not yet forecasting a higher rate.

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