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

Sales and Financials

Ola Electric Q1 FY 2026 Financials

The company paints a positive picture, and there is a big improvement from last quarter, but the financials have deteriorated on a year-on-year basis. Also, the results open up some questions.

Ola Electric Q1 FY 2026 Financials

The company paints a positive picture, and there is a big improvement from last quarter, but the financials have deteriorated on a year-on-year basis. Also, the results open up some questions.

Ola Electric Bleeds Profusely

The India-based Ola Electric, the world's most funded electric two-wheeler manufacturer, announced its Q4 and Full Year FY 2025 financial results yesterday. Every meaningful metric has dipped, the most important being a 61% drop in revenues and a -101% consolidated EBITDA margin.

Ather Reverses the Trend

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

Bajaj Will Ride KTM

India-based Bajaj Auto, the world's most profitable two-wheeler manufacturer and KTM's long-term partner, has pitched in with EUR 800m to save KTM. We look at the what, why, and what now of the deal.

Alt-Mobility Raises

India-based EV as a service company Alt-Mobility has raised an undisclosed amount from Beyond Capital Ventures.

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Honda Needs to Course Correct in India

It is still the market leader by far in the ICE scooter space, even with products that are outmatched by the competition. However, it is the electric scooter segment where Honda is lagging and may have gotten its pricing strategy wrong.

InsightEV Weekender: Week 28

The practical, entry-level, cost-sensible electric motorcycle with removable battery packs takes center stage this week as Honda plans to disrupt important markets like India with the Shine EV. Meanwhile, Livewire throws us two good-looking concepts for upcoming motorcycles.

Yadea and the New Chinese

China, the world's factory, has a convoluted outlook on IPs. You can buy similar-looking products from different factories, at different quality grades, and at different price points. Now, some factories, notably Yadea, the sales leader, want to be brands. That's worrying for everyone else.

The Perfect Motorcycle?

We are in good times. After years of promises and numerous vaporware, this is now an era where multiple startups are ready with competent electric street-sports motorcycles. Soon, every dominant two-wheeler geography would have multiple options to choose from.

What will give you an Edge?

With E2W tech getting commoditised and a funding winter across the globe for manufacturers, we are in tough times where new entrants need to find an edge, fast.

India: Pecking Order Stabilises

In June, TVS stays the market leader in sales, followed by Bajaj Auto, with Ola Electric, Ather Energy, Hero-Vida, and Greaves-Ampere bringing up the next four slots. The pecking order has stabilised in a market that is beginning to strengthen amidst a quest for profitability.

Where is the E2W Tesla?

Electric mobility for the masses would be driven by two-wheelers. The real success of the E2W revolution would be if it managed to create a Tesla-scale global success story in two-wheelers. Unfortunately, even the most significant players are regional and small. Would that change?

Vmoto-Uber Tie-up

Vmoto has been executing a strategic plan to spread into multiple fleet markets across the globe. As part of the plan, the company has tied up with fleet deployers in markets like Singapore, South Africa, the UK, Thailand, and Indonesia.

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