Whalesbook
Stock Price mein Giraavat ka Reason?
Ferrari ne apni pehli pure electric car, 'Luce', launch ki hai aur market mein isko kuch khaas pasand nahi kiya ja raha. Stock 6% gir gaya hai, jisse company ki market value $4.3 billion (lagbhag ₹35,000 Crore) kam ho gayi hai.
Investors ko dar hai ki is EV ka design, jo minimalist aur sedan jaisa lag raha hai, Ferrari ke brand ko kamzor kar dega. Woh kehte hain ki Ferrari ka asli value uski exclusivity aur powerful engines mein hai, na ki aise designs mein. Jony Ive (former Apple designer) ne isko design karne mein help ki hai.
Analysts kya keh rahe hain?
AIR Capital ke analysts ka kehna hai ki Luce ka design mass-market EVs jaisa lag raha hai, jo Ferrari ki sports car heritage se match nahi karta. Purosangue SUV ke launch se yeh alag hai, jise performance-oriented utility vehicle mana gaya tha.
Ferrari ka target 2030 tak EV share ko 40% se ghatakar 20% karna tha, taki profit margins maintain rahein aur unke iconic V6, V8, V12 engines bane rahein. Lekin yeh naya EV launch unke profitability plans par sawaal utha raha hai.
Risks aur Future?
Sabse bada dar yeh hai ki EV technology mein lagatatar invest karne se company ke margins kam ho sakte hain. Agar Luce naye wealthy customers ko attract nahi kar payi, toh Ferrari ko high operating costs aur apne core fans ko khone ka risk hai.
Logon ko yeh bhi doubt hai ki artificial engine sounds se woh 'emotional thrill' nahi milegi jo combustion engine wali Ferrari mein milti hai.
Market Outlook
Halanki, Ferrari ke paas abhi bhi 2027 tak ke orders hain. Company ka focus volume badhane ki jagah product mix diversify karne par hai. Zyadaatar analysts abhi bhi 'Moderate Buy' rating de rahe hain, lekin sabhi nazar rakhe hue hain ki yeh EV strategy Ferrari ke liye kaam karegi ya nahi.