Live signals: ZENO RAISED USD 25m Series-A (Mar 26); SPIRO RAISED USD 270m (June/July 26); ARC RIDE RAISED USD 23m Series A Equity + USD 10.3m Debt (Sep26); OLA PLANS INR 1.5bn QIP; YULU USD 93m (Aug 26); E3ELECTRIC.AI RAISED USD 10.4m (Jul 26); RIVER RAISED USD120m (Aug 26); SIMPLE ENERGY RAISED USD 13.5m Series B Equity + USD 13.1m Debt (Jun 26); DODAI RAISED USD 13m Series A (May 26); MATTER RAISED USD 25m (Aug 26); BGAUSS RAISED INR 1100m (Aug 26); ROAM TARGETS USD 15-20m; DAT BIKE RAISED USD 22m (Oct 25); OMOWAY Undisclosed (10s of millions of USD)(Jan 26)
Ather has released the Konarc, an all-new scooter that is better than every Ather in their showroom.
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Analysis
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?
Analysis
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.
Analysis
7 Aug 2026
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 2026
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 2026
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.
African battery-swapping giant Spiro has lined up another hardware supplier with Yadea, the world's largest electric two-wheeler manufacturer. In an announcement made three days ago, Spiro said that they will partner with Yadea to deploy more electric motorcycles in Africa and also to develop Africa-specific products.
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.
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.
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
Yamaha has another rebadged scooter as it fulfils its responsibilities as a minority shareholder in the Gachaco consortium.
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
Interviews
Passion would drive electric performance motorcycling as new brands emerge and redefine what motorcycles should be. This week we sit down with the founders of Milan based GR1T motorcycles who are developing the G1S Street and G1X Scrambler motorcycles.
Interviews
We interview Swapnil Jain, the CTO & Co-founder of Ather Energy for his takes on what any E2W startup should be building inhouse, and what they should not.
iGo
With a tilt function, three wheels, and a narrow profile, the BeiGo is a trike that qualifies as a two-wheeler in India.
India
India-based Croc EV is a startup that looks at the significant gap between the capabilities of a two-wheeler and those of a regular three-wheeler. The gap is significant, and with the fast growth of e-commerce, there is scope for a delivery-oriented light vehicle platform targeted at the commercial/delivery segment.
Interviews
Roam is one of the earliest startups in the African e-mobility landscape. What sets them apart is a motorcycle that has been largely custom-developed for the market, and a business model that sells the motorcycle and (first) battery to the rider/operator.
Ampersand
As Ampersand opened up its swapping network in Africa to other players, we sat down with Josh Whale, the CEO, to talk about his vision for electrifying Africa.
Financials
Financials
Financials
Financials
Financials
Financials
Product
Ather has released the Konarc, an all-new scooter that is better than every Ather in their showroom.
Bajaj
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
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
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
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
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.
Africa
Africa may have a problem bubbling under the surface as reports emerge of many electric motorcycles breaking down and service centers getting inundated.
Opinion
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
As 2025 ended, here is a list of Newsletters, Websites, and Resources that help us do our job better. In no particular order...
Analysis
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
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?
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.
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