Volkswagen reviews Ducati amid broad portfolio overhaul and US production talks

Volkswagen is currently evaluating a potential divestiture of Ducati within a comprehensive assessment of around 600 of its roughly 600 activities, according to Audi director Gernot Döllner, though no final decision has been reached. Ducati, acquired by Audi in 2012, has reinforced its reputation by winning six consecutive MotoGP constructors' championships since 2020, yet its operating margin still falls short of the 9% goal outlined by Volkswagen chief Oliver Blume for 2030.

Bloomberg Intelligence analyst Michael Dean noted the ongoing review, while Döllner also indicated that Audi continues to consider manufacturing cars in the United States, either by using an existing Volkswagen plant or the new Scout Motors facility, to reduce tariff impacts. This Ducati assessment is part of a larger restructuring effort that recently received board approval to shrink the portfolio by roughly a third and included the sale of a 51% stake in Everllence for an estimated €7.4 billion. The broader strategy aims to streamline operations, cut costs, and improve profitability across Volkswagen’s 12-brand portfolio, which spans passenger cars, luxury marques, and truck manufacturers such as MAN and Scania.