Stock Markets May 25, 2026 02:12 AM

Ferrari’s Electric Turn: The Long Road to the Luce

From Formula One hybrids to the four-door Luce, Ferrari charts a cautious shift into full electrification

By Derek Hwang RACE

Ferrari, famed for its V8 and V12 engines, is preparing to debut its first fully electric vehicle, the Luce, following more than a decade of hybrid testing in racing and road cars. Company milestones include early kinetic energy recovery systems in Formula One, the launch of hybrid road models such as the SF90 Stradale, a change in leadership to Benedetto Vigna, shifting corporate targets on electrification, factory investments, delays to a second EV due to weak demand for high-performance electric cars, and a staged rollout culminating in a world premiere in spring 2026 with deliveries beginning October 2026.

Ferrari’s Electric Turn: The Long Road to the Luce
RACE

Key Points

  • Ferrari's electrification began in Formula One with kinetic energy recovery and progressed to road-going hybrids, culminating in the upcoming Luce EV.
  • Leadership change in 2021 and a 2022 business plan set early EV targets, but model-mix ambitions were revised by 2025 in response to market conditions.
  • Factory investment and staged unveiling plans place the Luce's world premiere in spring 2026 with deliveries scheduled for October 2026, while a planned second EV has been delayed to at least 2028.

Ferrari is set to introduce its first all-electric model, the Luce, closing a long chapter that began with hybrid experiments in racing and evolved through a series of roadgoing hybrid models and strategic business plans. The move follows more than a decade of incremental electrification steps that originated inside the marque's Formula One program and moved outward to limited-series and mass-produced hybrids.

The company's electrification journey can be traced through several milestones:

  • 2009 - Systems to recover kinetic energy under braking were already in use in Ferrari's Formula One activities.
  • 2014 - Ferrari began deploying hybrid powertrains in Formula One.
  • 2013 - The limited-series LaFerrari hybrid had been launched prior to the broader hybrid rollouts.
  • May 2019 - The SF90 Stradale, a 1,000-horsepower, four-wheel-drive road car, arrived as Ferrari's first mass-produced hybrid model.
  • Subsequent years saw additional hybrid models added to Ferrari's portfolio, including the 296 family, the 849 Testarossa, and the limited-edition F80 supercar priced at 3.6 million (US$4.2 million).

Leadership and strategy shifts played a role in directing Ferrari's electrification timetable. In September 2021, physicist Benedetto Vigna, who previously spent 25 years at STMicroelectronics, took the helm as CEO with a mandate that included accelerating the company's move into electric vehicles.

In June 2022, Vigna unveiled a multi-year plan that pledged electrical models would account for 40% of Ferrari's lineup by 2030 - a target influenced by regulatory developments in Europe. The plan set an initial internal target of 2025 for Ferrari's first fully electric model.

By June 2024, details of Ferrari's intended first EV surfaced, including a reported price above 500,000. Around the same time Ferrari opened a new "e-building" at its Maranello complex, a production space dedicated to electric cars and EV components alongside hybrid and some combustion-engine models.

Public timelines were updated further in May 2025 when Ferrari announced its first EV would be revealed through a three-stage unveiling process culminating in a world premiere in spring 2026, with client deliveries slated to begin in October 2026.

Market reception and demand dynamics have affected Ferrari's broader EV rollout. In June 2025, Ferrari postponed its planned second electric vehicle - originally scheduled for 2026 - to at least 2028, citing a lack of demand for high-performance EVs.

In October 2025 the company disclosed key technology that will underpin the Luce. The four-door, four-plus-seat model will include a bespoke sound system designed to amplify vibrations from the powertrain to produce an "electric Ferrari roar." Alongside that technology release, Ferrari set a revised 2030 model mix in its new business plan: 20% EVs, 40% hybrids, and 40% internal combustion engine (ICE) models. That allocation contrasts with the 2022 objective of 40% EVs, 40% hybrids, and 20% ICE models.

In February 2026 Ferrari released teaser images of its first electric model, confirming the name Luce - Italian for "light" - and noting the involvement of LoveFrom, the design studio co-founded by former Apple designer Jony Ive. Vigna indicated the company would open pre-orders for the Luce in March after receiving what he described as "very positive" feedback from clients.

The company has tied its public rollout schedule to concrete dates: a staged unveiling leading to a world premiere in spring 2026 and deliveries to customers beginning in October 2026. The record also notes the dollar-euro reference used in reporting: $1 = 0.8519 euros.

Ferrari's path to its first electric car therefore reflects a combination of technological experimentation in motorsport, incremental deployment of hybrid systems in road cars, managerial decisions, production investment in specialized facilities, market-driven delays to further EVs, and a carefully paced launch strategy for the Luce.


Sectors impacted: Automotive manufacturing, luxury goods and high-performance vehicle markets, and capital markets where Ferrari's stock is listed.

Risks

  • Weak demand for high-performance EVs has already delayed Ferrari's second electric model - a commercial risk affecting automotive and luxury vehicle markets.
  • Targets and timelines for electrification have been revised since 2022, indicating execution and market-adoption uncertainty that could affect production planning and capital allocation in the auto sector.

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