Ola Electric Mobility Limited — PPTs, 07-02-2025: Investor Presentation

**Financial Highlights**: Ola Electric recorded revenue of ₹1,069 Cr for Q3 FY25, with deliveries escalating to 84,029 units. Gross margin improved to 20.4%, while consolidated EBITDA margin stood at -40.7%. Notably, the automotive segment achieved a gross margin of 20.8%, showing a minor but positive quarter-over-quarter increase despite a 14% revenue decline attributed to heightened competition.

**Strategic Initiatives and Growth Drivers**: The company has commenced Gen 3 deliveries, featuring 20% higher peak power and enhanced efficiency. Entry into the motorcycle segment with the Roadster series aims to tap into India’s largest 2W market, alongside launching new products like the S1 Pro+ and Ola Gig to diversify its offerings.

**Business Developments**: Ola Electric has expanded its distribution footprint to over 4,000 touchpoints, making it India's largest EV network. The company also reported reduced service turnaround times, improving customer service and satisfaction.

**Market Position and Competitive Advantage**: Despite competitive pressures, Ola retained its market leadership with a 25.5% share, driven by its robust product lineup and technology leadership. Growth in e2W registrations signals strong consumer enthusiasm for EVs, enhancing the company's long-term positioning.

**Investor Implications**: With a positive outlook on gross margins benefiting from vertical integration and cost reductions, Ola Electric is poised for recovery and growth, particularly as new product launches may further enhance market share. Investors should keep a close watch on the upcoming launches and ongoing efforts to streamline operations and enhance profitability.