What do you call a company that has scaled from less than 71,000 units in 2024 to more than 473,000 units in 2025? The same brand has done 17 product...
What do you call a company that has scaled from less than 71,000 units in 2024 to more than 473,000 units in 2025? The same brand has done 17 product launches in its eight-year lifespan and now has more products in its lineup than any other brand outside China. A beast! Well,...
For the competition, that is... But first, let's start with some context. Africa took a giant leap as market leader Spiro closed a mammoth round of USD 270 million, first USD 215 million at the start of the month, and then a further USD 55 million a few days later. Spiro...
The News Yesterday, Livewire announced the acquisition of Dust Moto, the Oregon-based e-motorcycle startup that has developed the Hightail motocrosser. The announcement: The Impact In the early days of InsightEV, we wrote about why off-road motorcycles are perhaps the only motorcycle form factor in which electric propulsion has an edge over ICE. You...
...it is a strange pitch to start a post about Livewire's Q1 2026 results, but frankly, the biggest worry for the senior management at Livewire would be Harley's declining performance and profitability. In the quarterly results announced just a few days back, Harley's Earnings Per Share (EPS) collapsed by more...
Ather Energy released its Q4 FY26 and full-year FY 2026 results yesterday, and the headline numbers are reassuring as the company remains on the right track. Let’s see if it should press the accelerator a wee bit more now. First, the numbers. Full Year Numbers Ather reported full-year revenues of INR 36,718 million...
In the first part of this series, we looked at why profitability, or the lack of it, is the biggest hurdle to the Indian E2W industry growth. No one, but startups burning private money, would push electrification aggressively unless they can start making double-digit net from the new energy source. And...
Starting today, in a three-part weekly series, we look at the InsightEV Indian market two-wheeler forecast and the reason why we keep our E2W penetration forecast at modest levels over the next five-year horizon. Part two of this series will be published on 29th April, and part three on 6th...
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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. The News A few hours back, Zeno announced on its LinkedIn page that Jorn van de Ven has joined the company as Vice President of...
The News Yesterday, Livewire announced the acquisition of Dust Moto, the Oregon-based e-motorcycle startup that has developed the Hightail motocrosser. The announcement: The Impact In the early days of InsightEV, we wrote about why off-road motorcycles are perhaps the only motorcycle form factor in which electric propulsion has an edge over ICE. You...
At InsightEV, we like hot topics to cool down a bit before we look at them in detail…and a bit of cynicism. The Delhi EV policy was hot news a few days back, but we decided to give it a miss. The reason is that when we look at something...
First the announcement Yesterday, Roam announced the latest generation of its motorcycle, powered by its new battery pack. It is the pack that is worth talking about. The Roam Air Gen 3 looks visually the same, but now carries enhanced battery packs But first the motorcycle. Roam says that the Air Gen 3...
The Gachaco consortium was formed in April 2022 as an equity joint venture between ENEOS Holdings, Honda, Suzuki, Yamaha, and Kawasaki. ENEOS Holdings, the parent company of ENEOS, the largest oil company in Japan, was a majority shareholder (51%) in Gachaco. Honda controlled another 34%, while Suzuki, Yamaha, and Kawasaki...
For the competition, that is... But first, let's start with some context. Africa took a giant leap as market leader Spiro closed a mammoth round of USD 270 million, first USD 215 million at the start of the month, and then a further USD 55 million a few days later. Spiro...
A disturbing video dropped into my WhatsApp yesterday. This came from Africa and captured a boneyard full of broken electric motorcycles. A rough count puts the number of machines at about a hundred, parked in a small lot. The thick layer of dust, expected in Africa, indicated that the motorcycles...
Long-time readers of InsightEV will know that I have a bias toward Africa. I believe it is the best fit for mass deployment of electric motorcycles. With nearly 80% of all African motorcycles being used as motorcycle taxis, delivery rides, or in some sort of commercial activity, the benefits of...
That is the most common and significant question that investors and startups ask each other when pitch decks are discussed. The common fallacy is to take the overall sales in any market, call it the Total Addressable Market (TAM), and assume that their vehicle startup would be able to take...
Large storms always start with small disturbances. All we need is for a few small wind turbulences to align, and they turn into havoc pretty quickly. The same is the case with bushfires. All it takes is a careless spark, followed by inflammable material, then dry stuff (also called more inflammable...
Bajaj has been doing well with the Chetak electric scooter range, having cemented its place as a stable second (after TVS, the leader) in the Indian market. However, Ather has been nipping at its heels. Where Bajaj has fallen a bit short is in terms of product offerings. Till now,...
Honda has introduced the UC3 electric scooter in Thailand and Vietnam markets. This is the third Honda electric scooter in the geography, with both the CUV e: and Icon e: already in the market. The CUV e: is energised with the Honda MPP swappable batteries, while the Icon e: has...
Bonnell is an Austin-based startup that burst into the scene in early 2025 with a couple of very capable e-bike models. Since then, it has kept the media warm with its intentions of getting into the proper e-motocross market. The 805 and 902 motocrossers are expected to ship sometime in...
Remember Gachaco? It is a fast-spreading battery swapping network in Japan, a collaboration between the four Japanese two-wheeler manufacturers and ENEOS Holdings. Unlike many other collaborative swapping networks elsewhere, Gachaco is an experiment that has worked out well. It is getting popular in Japan, and Honda has deployed multiple models...
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