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

Sales and Financials

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.

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

Gogoro is Running Against Time

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.

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.

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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Vmoto Remains Under Stress

The company's full-year sales numbers for 2024 are down 33% over 2023. Sales continue to fall in China and the rest of the world, even as the company stresses its positive cash flows and strong balance sheet and sales recovering in the near term horizon.

Hero Separates Electric Business in Top Deck Upheaval

India-based Hero MotoCorp, the second-largest two-wheeler manufacturer in the world, announced a management reshuffle yesterday evening. The CEO and CBO have been replaced. Most importantly, Hero is separating its EV & Emerging Mobility Business Unit (EMBU) into a fully independent entity.

Ola Electric Updates its Scooter Portfolio

The company launched what it says is the Gen-3 of its hardware and software platform that underpins the Ola S1 scooter range. However, it seems that the company has changed the definition of Gen-3 from the one that it had shared during its quarterly results on Nov 08, 2024

Wk 5 2025 - Does Honda have a Strategy for India?

Honda's 50% market share of the Indian scooter market is handy as it enters electric mobility with the Activa e: and QC1 scooters. But the prices and the subscription plans leave everyone puzzled. They don't want to disrupt the market. Instead, Honda wants to take it apart, brick-by-brick.

What is Honda's electric play in India?

Late-entrant Honda shows no urgency in its India E2W play. Its Go-To-Market is linked with its battery-swapping network rollout. The problem is that three years after the start of the pilot, the Honda e-swap has reached only 1% of the population. Are they serious about India's E2W market?

The Circularity of Sustainability

For electric mobility to be truly sustainable, battery recycling has to be a core requirement for participants. Honda and Spiro are at least making the right moves, figuring out in the early days how their batteries would be redeployed and recycled once their charge drops to below usable.

Terra Bikes: The Grounds Up Scrambler

Electric mobility allows hundreds of brands to serve different flavors. After all, the joy of motorcycling should drive the industry. Last week, we sat down with Dylan Brown, the founder of Terra Bikes to check how the New Castle, CO-based startup plans to carve its niche.

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