Audi Group (AUDI) Goldman Sachs Lamborghini Field Trip Presentation summary

Brand evolution and positioning

• Evolved from an iconic sports car maker to a recognized luxury brand with a strong, forward-looking identity and broad appeal to new generations.

• Maintains a unique design DNA and offers a wide range of models, including road-legal, track, one-off, and limited-run vehicles.

• Strong brand value growth, consistently ranked among the top global luxury automotive brands.

• Focus on exclusivity, personalization, and customer experience, with a young and affluent customer base.

• Extensive global dealer network and strong presence in key luxury markets.

Product strategy and innovation

• Product lineup includes three main lines: two super sportscars (Revuelto, Temerario) and one super SUV (Urus), with hybrid and electrified options.

• Revuelto is the first HPEV (High Performance Electrified Vehicle) with significant CO2 reduction, while Temerario introduces a new V8 bi-turbo hybrid platform.

• Urus SE features a new hybrid powertrain, enhancing both performance and usability.

• Strong focus on R&D, lightweight materials, advanced chassis, and digital integration for enhanced driving experience.

• Commitment to electrification, with full hybridization by 2024 and a first full electric model by 2030.

Financial performance and growth

• Sales have grown 14x and revenue 21x since 1999, with a 17% CAGR in revenues over the last seven years.

• Operating profit and margins have increased, supported by lean cost structure and robust cash generation.

• Break-even point reduced by 42 percentage points since 2017, reflecting improved efficiency.

• Customization and spare parts businesses have seen double-digit CAGR, boosting profitability.

• Order backlog extends into 2026 for key models, supporting exclusivity and resilience.