When electric vehicle start-ups write their business plans, they inadvertently run into two questions. First, what should I make in-house (and what should I outsource)? Second, what level of vertical integration would make one profitable faster and provide an unassailable edge?
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.
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.
Niu announced its Q1 2025 and reported a big bump in revenues, riding on a 57% jump in retail sales. gross profit also improved even though Gross Margins took a modest hit.
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
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.
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.
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.
India-based EV as a service company Alt-Mobility has raised an undisclosed amount from Beyond Capital Ventures.
Being the market leader in India has been the primary calling card of Ola Electric. Acquiring Etergo and getting the AppScooter to production before the competition could enter the market meant that Ola could gain market leadership. Now, the market is maturing and others are inching ahead.
The focus of the E2W industry should move to developing markets
India based Bajaj Auto makes a comprehensive update to the Chetak
Pierer Mobility's problems are even more serious than estimated before. The unsold inventory at KTM is likely a year's worth of sales.
Vmoto has announced its plans to delist from the Australian Stock Exchange (ASX). The company is unhappy with the market cap it attracts on the ASX, which it feels is not in line with its fundamental value.
The industry takes slow yet significant strides towards electrification
The power vs weight equation is why electric motorcycles are still relative under-performers when it comes to taking on ICE superbikes. Now, Damon suggests that they can do what the elite litre-class supersports promise.
Jay Giraud is gone, and co-founder Dominique Kwong has stepped in as interim CEO. Meanwhile, funding remains elusive for the Hypersport to be produced
Vmoto has turned early stage investor for a host of fleet mobility startups across the world. The investments are in the form of scooters, batteries, chargers, and other fleet infra. This is helping the company get a foothold in a new market with limited spending.
Pierer Mobility AG (KTM) has filed for judicial restructuring, a step away from bankruptcy. Sales is slow, marketshare is down, and they are sitting at manhy months of inventory. In the bigger picture, it indicates how fragile the European two-wheeler industry is.
Why did Honda launch two different scooters on the same platform for India and Indonesia/Europe?
On the face of it, Royal Enfield, the India-based British heritage ICE brand, should be the last brand to do an electric motorcycle. Yet, here they are with the Flying Flea, and electric motorcycles seem important to them. It is a need, not a luxury
