That is an audacious target for a market that, if all goes well, may reach 11,000 electric motorcycles in 2025. In the year 2035, the 600k motorcycles would be about 20% of the market. However, YvY Capital believes this is an achievable target and is willing to fund startups on the journey.
We are always sceptical about financials immediately after an IPO. Companies are at their best behaviour, are prudent, and the numbers are unbelievably good. In some cases, they start deteriorating right after. With that skepticism, mixed with some cynicism, we analyse Ather's latest numbers
India-based EV as a service company Alt-Mobility has raised an undisclosed amount from Beyond Capital Ventures.
Is Damon slipping away forever?
As the Taiwanese energy company and scooter manufacturer delivered its Q1 2025 results, key metrics continue deteriorating without any recovery in sight. The biggest worry is that Gogoro is also depleting its cash reserves and eroding its market cap.
Even with 1.9m two-wheeler sales in 2024 and a grid that is 90% green, Brazil has shied away from electric. Till now, that is. Things may be changing as major funds chase decarbonisation and startups sprout. We catch the green shoots and explore the country in a two-part series.
The world's largest electric two-wheeler manufacturer saw a double digit decline in both sales and profits., However, it continues to be the world's largest producer of electric two-wheelers bu a comfortable margin.
Of all the electric motorcycle and battery swapping players, Kofa is one of the youngest. Yet, we have found them very distinctive, forward-looking, and somewhat of a trailblazer. Now, the Ugandan firm has raised its pre-Series-A round.
This Weekender: LiveWire reported a disastrous Q1 2025 as sales plummeted to 33 units; TVS wins the Indian sales war for April, but things may change next month; Damon may get thrown out of Nasdaq as the stock races to zero; Gogoro buys time...
Your interpretation of LiveWire's Q1 2025 results depends on whether you consider the glass half-full or half-empty. Increasingly, it is evident that the company does not have a cost problem; it has a sales problem.
It was a bad April for Indian E2Ws, with sales only touching 91,800 units in the month. This is in sharp contrast to March 2025, which saw sales cross 131,000 units. TVS took the lead in April as the musical chairs for numerical supremacy continued...
This Weekender: We conclude our deep dive analysis on the investments in L-category electric mobility; Ather IPO takes off in two days; Yadea in Vietnam: KTM stops CF Moto distribution...
Ather Energy, the oldest bona fide E2W start-up in India, is hitting the Indian bourses soon with a USD 350 million IPO at a valuation of USD 1.4 billion. This IPO comes in turbulent times, as global economies are embroiled in tariff wars, though the Indian E2W market hit a new high last month.
Continuing from last week: Innovation and technology were strong drivers of success in the ICE industry. However, the EV industry would be driven by distribution, reach, and scale in the future. As a result, investment focus would move from vehicles to deployment, and core technology development.
The world's largest electric scooter manufacturer is expanding its presence in Vietnam as the South-East Asian economy electrifies rapidly. On the anvil are new products, a brand new plant, and as much as USD 100m in investment.
We are always sceptical about financials immediately after an IPO. Companies are at their best behaviour, are prudent, and the numbers are unbelievably good. In some cases, they start deteriorating right after. With that skepticism, mixed with some cynicism, we analyse Ather's latest numbers
We are always sceptical about financials immediately after an IPO. Companies are at their best behaviour, are prudent, and the numbers are unbelievably good. In some cases, they start deteriorating right after. With that skepticism, mixed with some cynicism, we analyse Ather's latest numbers
As the Taiwanese energy company and scooter manufacturer delivered its Q1 2025 results, key metrics continue deteriorating without any recovery in sight. The biggest worry is that Gogoro is also depleting its cash reserves and eroding its market cap.
The world's largest electric two-wheeler manufacturer saw a double digit decline in both sales and profits., However, it continues to be the world's largest producer of electric two-wheelers bu a comfortable margin.
Your interpretation of LiveWire's Q1 2025 results depends on whether you consider the glass half-full or half-empty. Increasingly, it is evident that the company does not have a cost problem; it has a sales problem.
Ather Energy, the oldest bona fide E2W start-up in India, is hitting the Indian bourses soon with a USD 350 million IPO at a valuation of USD 1.4 billion. This IPO comes in turbulent times, as global economies are embroiled in tariff wars, though the Indian E2W market hit a new high last month.
India-based EV as a service company Alt-Mobility has raised an undisclosed amount from Beyond Capital Ventures.
The world's largest electric scooter manufacturer is expanding its presence in Vietnam as the South-East Asian economy electrifies rapidly. On the anvil are new products, a brand new plant, and as much as USD 100m in investment.
That is an audacious target for a market that, if all goes well, may reach 11,000 electric motorcycles in 2025. In the year 2035, the 600k motorcycles would be about 20% of the market. However, YvY Capital believes this is an achievable target and is willing to fund startups on the journey.
We are always sceptical about financials immediately after an IPO. Companies are at their best behaviour, are prudent, and the numbers are unbelievably good. In some cases, they start deteriorating right after. With that skepticism, mixed with some cynicism, we analyse Ather's latest numbers
India-based EV as a service company Alt-Mobility has raised an undisclosed amount from Beyond Capital Ventures.
Is Damon slipping away forever?
As the Taiwanese energy company and scooter manufacturer delivered its Q1 2025 results, key metrics continue deteriorating without any recovery in sight. The biggest worry is that Gogoro is also depleting its cash reserves and eroding its market cap.
Even with 1.9m two-wheeler sales in 2024 and a grid that is 90% green, Brazil has shied away from electric. Till now, that is. Things may be changing as major funds chase decarbonisation and startups sprout. We catch the green shoots and explore the country in a two-part series.
The world's largest electric two-wheeler manufacturer saw a double digit decline in both sales and profits., However, it continues to be the world's largest producer of electric two-wheelers bu a comfortable margin.
Of all the electric motorcycle and battery swapping players, Kofa is one of the youngest. Yet, we have found them very distinctive, forward-looking, and somewhat of a trailblazer. Now, the Ugandan firm has raised its pre-Series-A round.
This Weekender: LiveWire reported a disastrous Q1 2025 as sales plummeted to 33 units; TVS wins the Indian sales war for April, but things may change next month; Damon may get thrown out of Nasdaq as the stock races to zero; Gogoro buys time...
Your interpretation of LiveWire's Q1 2025 results depends on whether you consider the glass half-full or half-empty. Increasingly, it is evident that the company does not have a cost problem; it has a sales problem.
It was a bad April for Indian E2Ws, with sales only touching 91,800 units in the month. This is in sharp contrast to March 2025, which saw sales cross 131,000 units. TVS took the lead in April as the musical chairs for numerical supremacy continued...
This Weekender: We conclude our deep dive analysis on the investments in L-category electric mobility; Ather IPO takes off in two days; Yadea in Vietnam: KTM stops CF Moto distribution...
