{"id":44377,"date":"2026-03-05T06:00:08","date_gmt":"2026-03-04T21:00:08","guid":{"rendered":"https:\/\/www.panamera-life.com\/?p=44377"},"modified":"2026-03-04T18:09:57","modified_gmt":"2026-03-04T09:09:57","slug":"porsche-99","status":"publish","type":"post","link":"https:\/\/www.panamera-life.com\/en\/entry\/porsche-99\/","title":{"rendered":"The Shock of Porsche\u2019s 99% Drop in Operating Profit: A Taycan Owner\u2019s Take on the Real Causes"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u30b3\u30f3\u30c6\u30f3\u30c4<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.panamera-life.com\/en\/entry\/porsche-99\/#Porsche_Faces_a_Stunning_99_Decline_in_Operating_Profit\" >Porsche Faces a Stunning 99% Decline in Operating Profit<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.panamera-life.com\/en\/entry\/porsche-99\/#EVs_Are_Amazing%E2%80%94It_Was_the_Sales_Strategy_That_Failed\" >EVs Are Amazing\u2014It Was the Sales Strategy That Failed<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.panamera-life.com\/en\/entry\/porsche-99\/#Why_Porsche_is_Struggling_in_the_Chinese_Market\" >Why Porsche is Struggling in the Chinese Market<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.panamera-life.com\/en\/entry\/porsche-99\/#EU_Regulatory_Overreach_A_Double-Edged_Sword\" >EU Regulatory Overreach: A Double-Edged Sword<\/a><\/li><\/ul><\/nav><\/div>\n\n<h3 class=\"style3a\"><span class=\"ez-toc-section\" id=\"Porsche_Faces_a_Stunning_99_Decline_in_Operating_Profit\"><\/span>Porsche Faces a Stunning 99% Decline in Operating Profit<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The numbers were hard to believe at first glance.<\/p>\n<p>According to Porsche AG\u2019s consolidated group financial results for January to September 2025, operating profit plummeted from \u20ac4.035 billion in the same period last year to a mere \u20ac40 million. <strong>This represents an alarming 99% drop in operating profit.<\/strong> In the third quarter alone, the company swung to a loss of about \u20ac967 million, roughly 170 billion yen. Multiple factors contributed to this downturn, including inventory write-downs related to EVs amounting to approximately \u20ac2.7 billion, strategic restructuring costs, poor sales in the Chinese market, and increased tariffs in the United States. CFO Breckner has stated that \u201c2025 will be the bottom, with visible improvement expected from 2026 onward,\u201d but all eyes will be on the <strong>full-year financial results announced on March 11<\/strong> to see how the story unfolds.<\/p>\n<h3 class=\"style3a\"><span class=\"ez-toc-section\" id=\"EVs_Are_Amazing%E2%80%94It_Was_the_Sales_Strategy_That_Failed\"><\/span>EVs Are Amazing\u2014It Was the Sales Strategy That Failed<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Now, this is my personal perspective.<\/p>\n<p>First and foremost, <strong>Porsche\u2019s EVs are genuinely exceptional vehicles<\/strong>. Our household owns two Taycans: the Taycan Turbo GT and my wife\u2019s Taycan 4S Cross Turismo. Both deliver sublime driving experiences. Their smooth yet powerful acceleration, steering that feels like an extension of your limbs, and the signature Porsche chassis tuning combine to make the cars truly world-class. My wife\u2019s Taycan has already surpassed 35,000 km, and I\u2019m impressed every time I get behind the wheel.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-44267\" src=\"https:\/\/www.panamera-life.com\/wp-content\/uploads\/2026\/02\/IMG_8253-1280x961.jpeg\" alt=\"Taycan Turbo GT\" width=\"1280\" height=\"961\" \/><\/p>\n<p>The issue wasn\u2019t the cars themselves but how they were sold. Porsche\u2019s aggressive bundling strategy\u2014encouraging buyers to purchase an EV first if they wanted a GT3 later\u2014backfired. The market became flooded with EVs that many customers bought reluctantly, rather than out of desire. <strong>The supply was simply too rigid compared to actual demand.<\/strong> Naturally, resale values nosedived, discouraging further new car buyers and triggering a vicious cycle.<\/p>\n<h3 class=\"style3a\"><span class=\"ez-toc-section\" id=\"Why_Porsche_is_Struggling_in_the_Chinese_Market\"><\/span>Why Porsche is Struggling in the Chinese Market<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Another significant reason for Porsche\u2019s troubles is its poor performance in China.<\/p>\n<p>Unlike gasoline engines, the performance gap in batteries and electric motors is relatively easy to close. Competitors can produce EVs faster than Porsche at a fraction of the cost by simply installing larger capacity batteries and higher-output motors. Of course, Porsche\u2019s appeal isn\u2019t just about 0-100 km\/h acceleration times. The feedback from the steering wheel, the subtle communication between car and driver felt through your palms\u2014these intangibles form the essence of Porsche\u2019s value. However, for most consumers, <strong>clear-cut performance metrics and convenience features hold far greater sway.<\/strong><\/p>\n<p>What\u2019s even more critical is the <strong>gap in infotainment systems<\/strong>. Today\u2019s Chinese manufacturers offer Tesla-level user interfaces, seamless autonomous parking, and advanced driver assistance. Seat comfort and innovative features are eye-catching. German automakers, in contrast, often falter in fundamentals: apps failing to remotely activate the climate control, driving data not syncing properly to smartphones, and overall subpar software experiences. I\u2019ve encountered similar frustrations with the Taycan\u2019s app myself. Although Porsche delivers top-tier driving dynamics, its software usability clearly lags behind. It\u2019s hardly surprising consumers in China are gravitating toward domestic brands in this scenario.<\/p>\n<h3 class=\"style3a\"><span class=\"ez-toc-section\" id=\"EU_Regulatory_Overreach_A_Double-Edged_Sword\"><\/span>EU Regulatory Overreach: A Double-Edged Sword<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>What lies at the root of these challenges?<\/p>\n<p>I believe it stems from the EU\u2019s increasingly stringent emissions regulations. From the upcoming Euro 7 standards to an ongoing tightening of environmental rules, Europe has doubled down on restricting emissions. While environmental stewardship is undoubtedly vital, it increasingly feels like <strong>Germany is undermining its own world-renowned engine culture<\/strong>. The flat-six engines of Porsche, the AMG V8s, BMW\u2019s inline sixes\u2014car enthusiasts worldwide cherish the driving pleasure these engines produce.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-43638\" src=\"https:\/\/www.panamera-life.com\/wp-content\/uploads\/2025\/09\/IMG_6985-1280x960.jpeg\" alt=\"R231 SL400\" width=\"1280\" height=\"960\" \/><\/p>\n<p>Modern engines tuned to comply with these regulations are losing their character: transmissions with countless gears for fuel economy, softened throttle response to meet emission limits, muffled exhaust notes. Frankly, this makes me think\u2014why not just use an electric motor? Yet, entering the EV arena means going head-to-head with far more established leaders like Tesla and Chinese manufacturers. German automakers are being forced to compete in unfamiliar territory, away from their home turf.<\/p>\n<p>The 99% plunge in Porsche\u2019s profits is less a simple corporate issue and more a reflection of structural challenges triggered by EU policies. Environmental protection matters, but <strong>the automotive culture forged by flat-six, V8, and V12 engines should be regarded as a cultural heritage<\/strong>. The emissions from tens of thousands of sports cars annually are negligible in the grand scheme. When weighing what is gained against what is lost through such stringent regulations, one can\u2019t help but question if this path is truly right. What do you think?<\/p>\n","protected":false},"excerpt":{"rendered":"\u30dd\u30eb\u30b7\u30a7\u306e\u55b6\u696d\u5229\u76ca\u304c99%\u6e1b\u3001\u7d041700\u5104\u5186\u306e\u8d64\u5b57\u306b\u3002\u30bf\u30a4\u30ab\u30f32\u53f0\u3092\u6240\u6709\u3059\u308b\u30aa\u30fc\u30ca\u30fc\u304c\u3001EV\u8ca9\u58f2\u6226\u7565\u306e\u5931\u6557\u3001\u4e2d\u56fd\u5e02\u5834\u3067\u306e\u6557\u5317\u3001EU\u898f\u5236\u306e\u884c\u304d\u904e\u304e\u306b\u3064\u3044\u3066\u8003\u5bdf\u3059\u308b\u3002","protected":false},"author":0,"featured_media":44266,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_locale":"en_US","_original_post":"https:\/\/www.panamera-life.com\/?p=44364"},"categories":[30,62,24],"tags":[185,235,352,738,739,740,741],"yoast_head":"<title>The Shock of Porsche\u2019s 99% Drop in Operating Profit: A Taycan Owner\u2019s Take on the Real Causes - \u30dd\u30eb\u30b7\u30a7\u304c\u308f\u304c\u5bb6\u306b\u3084\u3063\u3066\u304d\u305f - \u30aa\u30fc\u30ca\u30fc\u30ba\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"Porsche\u2019s operating profit plunged 99%, with a 170 billion yen loss. 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