Lead Analysis News Impact

ARC Ride’s 23 million Equity Raise Brings New Energy to African e-Motorcycles

Kenya's ARC Ride has closed a mixed equity-and-debt round to add 5,000 motorcycles and push into four new markets. This is a significant raise by any count and makes ARC Ride a significant player in a market where Spiro overshadows everyone in access to capital.

10 Sep 2026 5 min read 938 words

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NUMBERS

GOGORO Q2 FY 26 REV

70.6m

▲ 7.3% YoY

Ather · Q1 FY 27 rev

₹12,169m

▲ 89% YoY

VMOTO · Q2 FY 26 SALES

6,020 units

▲ 156% YoY

OLA -Q1 FY 27 REV

₹4,550m

▼ 45% YoY

NIU - Q2 FY 26 REV

RMB 1440.4m

▲ 14.7% YoY

INDIA - AUG 26 SALES

183k units

▲ 76% YoY

YADEA - CY 25 SALES

4.82m units

▲ 22.6% YoY

Desk · Updated with lead

Interviews

8 Sep

GR1T and Determination

Analysis

3 Sep

Brazil’s Inefficiencies Create a Promising Market

Financials

1 Sep

India: Aug 2026: E2W Sales Maintain Momentum and Penetration

Financials

27 Aug

Gogoro’s Best Quarter in Five Years Opens New Questions

Analysis

Brazil’s Inefficiencies Create a Promising Market

Brazil sold 2.2 million motorcycles in 2025 but fewer than nine thousand electric ones. The gap is not explained by fuel prices, grid carbon intensity, or consumer preferences. What then still makes it a promising market for electrification?

3 Sep 2026 Read analysis →

Analysis

SUN Rises from the East

SUN Mobility has launched an open-architecture battery swapping network in Kenya with Vivo Energy as the primary partner, more than ten vehicle partners, and a five-year plan for 2,500 stations. It is the first serious attempt to build an energy layer in Africa that belongs to nobody's vehicle.

26 Aug 2026 Read analysis →

Analysis

7 Aug

Where do the dead go?

That question is not even correct. The real question is: Where do the people who bought from now-dead brands go for support? Texas-based Volara Motorsports Group may have the answer.

Analysis

6 Aug

Chinks in the Ather Armour

Ather is now EBITDA positive, and things are just getting started. Almost every number in the latest quarterly financials looks great. What then worries us?

Analysis

23 Jul

VinFast’s Aggressive Gameplan for India

With nearly 500% growth and 400k in sales, VinFast is on a roll. India is in the crosshairs, and unlike the Chinese, the Vietnamese don't have any restraints.

News Impact

10 Sep

ARC Ride’s 23 million Equity Raise Brings New Energy to African e-Motorcycles

13 Aug

Government of India Gives Ola Electric a Chance at Life

Ola gets a respite as the GoI rebases its cell PLI scheme. This removes the penalty for late implementation and also opens the door for future subsidies to be earned.

11 Aug

Vmoto is having a Quiet Resurgence

Vmoto has a sharp sales bounceback in H1; the company continues its international expansion strategic play with JVs in Thailand and a new regional HQ in Saudi Arabia

25 Jul

Yamaha Rebadges a Seven-Year Old Honda

Yamaha has another rebadged scooter as it fulfils its responsibilities as a minority shareholder in the Gachaco consortium.

18 Jul

Zeno Hires Two Superstars of Charging; Leaves Swapping an Orphan

Zeno makes two senior appointments, both on the charging side. We read it as a strategic shift away from swapping as the African wars get hotter

20 May

Dust Hightails to Livewire

Livewire's acquisition of Dust Moto is the most significant move that the Harley spin-off has made in its quest to find that elusive profitability.

Regions

Voices

Bajaj

19 Jan

Bajaj Adds the Third Product Line to the Chetak Portfolio

Bajaj has launched the Chetak 2501: smaller on wheelbase, battery, motor, and top speed. Naturally, it is also lower in price and that should bring in more customers.

Honda

12 Jan

Honda Expands Range in Thailand and Vietnam with the UC3

Honda has launched the UC3 electric scooter in the Thailand and Vietnam markets. the scooter has a fixed battery and employs the CHAdeMO charging standard.

Bonnell

12 Jan

Bonnell has two Electric Motocrossers on the way

Bonnell had the 805 and 902 motocrossers on display at the just concluded AIMExpo in California. The 902 is much awaited as it would be the most powerful e-motocrosser in the market

Gachaco

23 Dec

Meet the Yamaha Jog E…and it Looks Familiar

With the Jog E, Yamaha rolls out its first scooter on the Gachaco network. It's a Honda under the skin and that's okay.

Product

11 Nov

Yamaha India Lines up Two Scooters for Indian Market

Not satisfied with just an investment in River, Yamaha has entered the Indian electric market on its own with two scooters, one likely to use the River Indie as a base.

Product

11 Nov

Verge Manages to Make the TS Pro Even Better

What is better than an electric hyperbike manufacturer actually delivering motorcycles? One that is even upgrading them....like Verge

Numbers

Financials

India: Aug 2026: E2W Sales Maintain Momentum and Penetration

1 Sep 2026

Financials

Gogoro’s Best Quarter in Five Years Opens New Questions

27 Aug 2026

Financials

Niu’s Q2 Meets Revenue But Fails on Margins

12 Aug 2026

Financials

Vmoto is having a Quiet Resurgence

11 Aug 2026

Financials

Ola Burns Cash to Move the Sales Needle…and Fails!

8 Aug 2026

Financials

July 2026: India Continues Its Strong Run

3 Aug 2026

Products

Bajaj

Bajaj Adds the Third Product Line to the Chetak Portfolio

Bajaj has launched the Chetak 2501: smaller on wheelbase, battery, motor, and top speed. Naturally, it is also lower in price and that should bring in more customers.

19 Jan 2026 Read →

Honda

Honda Expands Range in Thailand and Vietnam with the UC3

Honda has launched the UC3 electric scooter in the Thailand and Vietnam markets. the scooter has a fixed battery and employs the CHAdeMO charging standard.

12 Jan 2026 Read →

Bonnell

Bonnell has two Electric Motocrossers on the way

Bonnell had the 805 and 902 motocrossers on display at the just concluded AIMExpo in California. The 902 is much awaited as it would be the most powerful e-motocrosser in the market

12 Jan 2026 Read →

Gachaco

Meet the Yamaha Jog E…and it Looks Familiar

With the Jog E, Yamaha rolls out its first scooter on the Gachaco network. It's a Honda under the skin and that's okay.

23 Dec 2025 Read →

Product

Yamaha India Lines up Two Scooters for Indian Market

Not satisfied with just an investment in River, Yamaha has entered the Indian electric market on its own with two scooters, one likely to use the River Indie as a base.

11 Nov 2025 Read →

Product

Verge Manages to Make the TS Pro Even Better

What is better than an electric hyperbike manufacturer actually delivering motorcycles? One that is even upgrading them....like Verge

11 Nov 2025 Read →

Opinions

Africa

26 Feb 2026

Dear Africa, Don’t Do an India

Africa may have a problem bubbling under the surface as reports emerge of many electric motorcycles breaking down and service centers getting inundated.

Opinion

5 Jan

When You Are Deep Down a Rabbit Hole…

Sure, you messed up. But should that be the end of the world? You can wiggle out of the situation. It may be hard work but that's what entrepreneurs anyways do.

Opinion

2 Jan

What Did We Read in 2025?

As 2025 ended, here is a list of Newsletters, Websites, and Resources that help us do our job better. In no particular order...

Analysis

31 Dec

A Look Back at 2025

As 2025 draws to a close, we look back at the most significant happenings of the year and what defined the industry this year.

Africa

19 Dec

Are we Heading for an Early Consolidation in Africa?

Africa is a market with great promise but the access to capital is heavily skewed in favour of one player. Does that leave room for anyone else?

Companies

Research / News Impact

Flagship report · 48 pages

Government of India Gives Ola Electric a Chance at Life

Ola gets a respite as the GoI rebases its cell PLI scheme. This removes the penalty for late implementation and also opens the door for future subsidies to be earned.

Base · Bull · Bear

Join the InsightEV desk

GR1T and Determination

Brazil’s Inefficiencies Create a Promising Market

India: Aug 2026: E2W Sales Maintain Momentum and Penetration

Gogoro’s Best Quarter in Five Years Opens New Questions

Analysis

News Impact

Regions

Voices

Bajaj Adds the Third Product Line to the Chetak Portfolio

Honda Expands Range in Thailand and Vietnam with the UC3

Bonnell has two Electric Motocrossers on the way

Meet the Yamaha Jog E…and it Looks Familiar

Yamaha India Lines up Two Scooters for Indian Market

Verge Manages to Make the TS Pro Even Better

Numbers

India: Aug 2026: E2W Sales Maintain Momentum and Penetration

Gogoro’s Best Quarter in Five Years Opens New Questions

Niu’s Q2 Meets Revenue But Fails on Margins

Vmoto is having a Quiet Resurgence

Ola Burns Cash to Move the Sales Needle…and Fails!

July 2026: India Continues Its Strong Run

Products

Bajaj Adds the Third Product Line to the Chetak Portfolio

Honda Expands Range in Thailand and Vietnam with the UC3

Bonnell has two Electric Motocrossers on the way

Meet the Yamaha Jog E…and it Looks Familiar

Yamaha India Lines up Two Scooters for Indian Market

Verge Manages to Make the TS Pro Even Better

Opinions

Dear Africa, Don’t Do an India

When You Are Deep Down a Rabbit Hole…

What Did We Read in 2025?

A Look Back at 2025

Are we Heading for an Early Consolidation in Africa?

Companies

Government of India Gives Ola Electric a Chance at Life

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