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Volkswagen Group's Portfolio Review Puts Ducati's Future in Question

Volkswagen Group's strategic review could lead to the sale of Ducati, as the company evaluates its vast portfolio.

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Ducati Ducati (brand-wide)
Ducati Ducati (brand-wide)Ducati Ducati (brand-wide) — official image

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Ducati's Future Under the Scanner as Volkswagen Reviews Its Portfolio

Volkswagen Group has begun a review of its business portfolio, and Ducati is one of the brands under discussion. The Italian motorcycle maker sits among nearly 600 units the group is currently evaluating out of its 2,000-strong portfolio.

Audi CEO Gernot Döllner confirmed this. He said the group wants disciplined, responsible portfolio management, and Ducati's future will come up as part of that process. No decision has been made to sell the brand yet.

Ducati has been under Audi since 2012. The brand now falls inside a wider restructuring plan under which Volkswagen wants to cut its holdings by roughly a third. The goal is to lower operating costs and focus more on its core car business.

Ducati, which sells around 50,000 motorcycles a year, generated about $1.08 billion in revenue and $61 million in operating profit last year. Bloomberg Intelligence estimates the company could be worth around $1.5 billion based on valuations of similar companies.

Ducati Ducati (brand-wide)
Image: Ducati Ducati (brand-wide) — official image

Ducati has strengthened its position in motorcycle racing, winning six consecutive MotoGP constructors' championships since 2020. The brand also has a strong and loyal customer base.

Volkswagen previously considered selling Ducati in 2017 but abandoned the plan following opposition from German labor representatives.

If a sale is eventually approved, global buyers are likely to line up for a brand as prestigious as Ducati. For now, nothing changes for Ducati customers. The review is still ongoing.

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