Yadea has a disappointing 2024
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.
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Everything we have published till date
Kofa Raises Pre-Series-A Funding
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.
InsightEV Weekender: Week 18
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...
LiveWire Sinks Further
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.
Reversion to the Mean?
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...
InsightEV Weekender: Week 17
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 IPO: The Hits and the Misses
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.
Are Investors Failing the Industry?
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.
Yadea Commits Heavy to Vietnam
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.
InsightEV Weekender: Week 16
This Weekender: Our deep dive analysis on the investments in L-category electric mobility in the last 15-years, Livewire has a fleet program for law enforcement, Verge creates a world record, Conifer gets funded, Ultraviolette reaches UK...
A Few Baskets Get Most of the Eggs
Why do some E2W/L-category vehicle startups get massive funding, while many die without support? What do investors look for? Does everything make sense? What makes startups attractive? We dug through 15+ years of funding data to identify trends. Then, the question: What is the RoI for investors?
InsightEV Weekender: Week 15
This Weekender, we look at Zeway stopping operations, Honda EV scooters in Vietnam, Ola Electric starting production of the Roadster X motorcycle, the rocking Ryvid interview, and more...