The most comprehensive deep dive into the electric two-wheeler and micro-mobility industry

Sales and Financials

Niu Sacrifices Margins for Volumes

After two continuous years of decline in vehicle sales and revenue, Niu posted a relatively strong 2024 with a 24% improvement in revenue, riding on an increase in volumes in both China and international markets. However, the per unit revenue declined and the gross margin has collapsed.

Niu Sacrifices Margins for Volumes

After two continuous years of decline in vehicle sales and revenue, Niu posted a relatively strong 2024 with a 24% improvement in revenue, riding on an increase in volumes in both China and international markets. However, the per unit revenue declined and the gross margin has collapsed.

Vmoto Revenues Decline and That's Not the Talking Point

Vmoto reports a 32.5% dip in vehicle sales in FY 2024 and a 15.2% revenue decline. This was a year of major restructuring and expansion at the company as they head to an ASX delisting. However, the notice from a minority shareholder is a significant concern.

Making Sense of Damon's Q2 2025

A net income of USD 32.5 million took us by surprise, considering that this is a company that is not yet making any significant revenue, if at all. In the end, the financial statement reveals less and hides more.

Gogoro's Financials Continue to Deteriorate

The company's overall revenue were down amidst slowly increasing battery swapping revenues getting pulverised by steadily declining scooter sales. A worsening product mix and an enhanced focus on commercial energy storage opportunities were some key takeaways from the annual results.

Hiccups in Europe

Data released by ACEM indicates that the penetration of electric two-wheelers declined for the first time since 2019.

India: Bajaj Consolidates Leadership

Daily News Impact 01-Apr-25: The Indian E2W market hit an all-time high in Mar 2025 - Everyone had a great month except Ola Electric; Yamaha buys Brose e-bike drive unit;

Why is the Honda ICON e: Important for Vietnam?

Daily News Impact 31-Mar-25: Honda has announced the commencement of production of the ICON e: electric scooter in Vietnam. This is an important event - a global manufacturer starting local manufacturing of an electric scooter in one of the hottest E2W markets in the world.

See what we’ve written lately

Why has Auper been Flying Under the Radar?

Many months back, we were stunned by a great looking mid-size naked with 48 kW on tap and a 170 kph capability. Then they disappeared, flying under the radar. Now, they are back, and this week, we sat down with Silvio Rotilli, the CEO of Auper Motorcycles, to check what they have been up to.

Why is the Honda ICON e: Important for Vietnam?

Daily News Impact 31-Mar-25: Honda has announced the commencement of production of the ICON e: electric scooter in Vietnam. This is an important event - a global manufacturer starting local manufacturing of an electric scooter in one of the hottest E2W markets in the world.

Gunkan, Maki, Teramaki, Uramaki...

For all non-fans, sushis are the same - a handcrafted roll with a trinket of fish, a sliver of vegetables, short-grain rice, and seaweed. But they are not. Each has a strong character and an unmistakable identity; you remember some more than others. Clubbing them together is a cardinal sin.

Daily News Impact

26-Mar-25: Honda has an electric motorcycle...sort of. Is Zapp Electric to get delisted? Ola Electric coughs up supplier dues. Argentina extends ABS by six months

Is the Lapa X the Future of Electric Sports Scooters?

What will make an electric scooter go faster and longer? The motor and the pack are Jell-O: poke at one end, and the other gets distended; one can either solve for speed or range. But weight is magical - lower that, and everything improves. However, tubular construction has limits.

East Africa is One of the Best Areas...

If going electric has to enable mobility for the masses, there is no stronger fit than Africa, where millions of Bodas (bike taxis) would benefit immensely from electrification. We recently spoke with Michael Spencer of Zeno, the much-in-buzz Bengaluru-San Jose-Nairobi-based startup.

Niu Sacrifices Margins for Volumes

After two continuous years of decline in vehicle sales and revenue, Niu posted a relatively strong 2024 with a 24% improvement in revenue, riding on an increase in volumes in both China and international markets. However, the per unit revenue declined and the gross margin has collapsed.

Dear Europe, We Need to Talk...

Europeans colonized the world long ago, and their cultural influence still reverberates. In the automotive sense, the continent is the hotspot of automotive design and chassis engineering. But something is amiss lately. China's rise is making Europe irrelevant.

You’ve successfully subscribed to Insight EV
Welcome back! You’ve successfully signed in.
Great! You’ve successfully signed up.
Success! Your email is updated.
Your link has expired
Success! Check your email for magic link to sign-in.
Please enter at least 3 characters 0 Results for your search