BI & Citi: Luxury Autos Deep Dive, Post 1Q Results Outlook: BI Replay

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Duration: 61 Minutes

Original Date: May 06, 2026

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Please join Mike Dean, BI Global Head of Autos Research and Harald Hendrikse- Citi MD Autos Research to discuss the outlook for global Luxury Autos {NSN TDGX5ZKGZAJQ } but also touch on 1Q results for European autos and China. Amid geopolitical uncertainty luxury autos may be viewed as a safe haven despite a slump in Chinese demand. That translates into limited volume growth and BI’s view is that margin will be driven by pricing power and mix via more one-offs, limited editions and personalization. Luxury BEVs are a risk but could be margin accretive for Ferrari. SUVs are an important profit bucket and model expansion will be directed toward this segment. We’ll discuss the outlook for Ferrari post 1Q and ahead of the Luce BEV launch and whether its high valuation provides optionality for VW owned Lamborghini – BI values at €25 billion. Rolls-Royce (BMW) valued at €15 billion.

BI & Citi: Luxury Autos Deep Dive, Post 1Q Results Outlook: BI Replay

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