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Porsche boss sees company in robust position

The outgoing Porsche $P911 (+0.1%) CEO Oliver Blume believes the sports car manufacturer is well positioned for the future following the realignment. In "Bild am Sonntag", he referred to having implemented a comprehensive realignment of structures, costs and product strategy by 2025.


There has been considerable investment in completely flexible drive systems: combustion, hybrid and electric. This has created a "very robust position for the future", said Blume, admitting that Porsche is in a "massive crisis". At the same time, he was optimistic: "There will be a clearly positive trend from next year."


On Friday, Posche had announced a slump in profits and justified this with the realignment. The billions in costs for the extension of the combustion engine have almost completely wiped out the profit of the sports and off-road vehicle manufacturer Porsche in the first three quarters. The management expects that the low point will be passed this year and that Porsche will improve noticeably from 2026.


Source text (excerpt): Handelsblatt, 10/26/2025

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14 Comments

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My buy-in is currently at around EUR 76.7 (-37%). Are there any recommendations as to when it might be worthwhile buying more (e.g. GD 200)?
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@Novius A daily closing price above € 47.83 completes the bottoming-out process. One could then speculate on a turnaround. Personally, I would not hold Porsche in the long term.
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@Novius Depends on your strategy. In view of the current bottoming out and the bad news, NOW seems to me to be a good time to buy.
The future story: politicians will significantly improve conditions for the German car industry in the near future because they don't want to kill their cash cow.
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Thanks for your perspectives. I am a long-term investor (B&H), although Porsche was more of a sympathy buy ...
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@Novius then I don't understand why the share is still in your portfolio...
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@DerAzubi Quite simply: I don't want to materialize any losses
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@Novius I am currently thinking about when I will part with my $P911 shares 😅.
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@Novius I don't understand either...
Anyway... you'll have your reasons.
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@CuriousBrewery What buy-in rate do you have?
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@Novius I now see greater opportunities in other shares. I no longer want to have car manufacturers in my portfolio in the near future. I'd rather have a Porsche in the garage than in my portfolio.
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