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Pirelli & C. S.p.A.
PIRC · XMIL · Auto Parts · Italy
Pirelli & C. S.p.A. is an Italian multinational tire manufacturer founded in Milan in 1872, renowned as a pure consumer tyre company with a strong emphasis on the high-value segment. Specializing in premium tires for cars, motorcycles, and bicycles, it leads globally in prestige tires, particularly for high-performance and supercars, holding over 50% market share in the original equipment channel for this category. With 18 production plants across 12 countries and a production capacity of around 75 million car tires annually, Pirelli distributes through a network spanning over 160 countries. The company invests heavily in research and development—over 5% of high-value revenues—with approximately 2,000 R&D professionals and more than 5,900 patents, driving innovations like the Cyber Tyre system for enhanced safety and connectivity. Pirelli's motorsport legacy includes exclusive supplying of Formula 1 through 2027, GT series, and MotoGP from 2027, alongside commitments to sustainable natural rubber sourcing. Employing about 31,000 people, it generated €6.8 billion in revenues in 2024, solidifying its role as a top-tier innovator in the global tire industry.
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Consumer Cyclical sector · Italy
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Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.
Natural Rubber Supply Chain
The natural rubber supply chain moves latex, sheet rubber, and technical rubber from tropical plantations to global manufacturers, shaped by three root constraints: rubber trees take seven years to mature and produce latex only through daily manual tapping that cannot be mechanized, production is concentrated in Southeast Asia because the trees require specific tropical conditions, and synthetic rubber cannot fully replace natural rubber in high-stress applications because the molecular structure of natural latex has properties that synthesis cannot replicate.