Ola Electric Mobility Limited — PPTs, 07-08-2026: Investor Presentation

Here's a concise summary for retail investors:

1. **Business Performance:** Ola Electric registrations soared 97% QoQ, pushing market share from 5.1% to 8.4% and outpacing the 17% E2W market growth. Auto revenue jumped 72% QoQ to ₹455 Cr, sustaining an industry-leading gross margin of 30.5%.

2. **Growth Drivers or Strategy:** The company prioritizes "disciplined scale" through streamlined operations and cost optimization. AI integration enhances efficiency across sales, fulfillment, and service. Vertical integration with LFP cells offers cost advantages for mass-market products, supported by expanding dealer networks into smaller cities.

3. **Recent Developments:** Ola completed a ₹780 Cr Qualified Institutional Placement. The Gigafactory is slated for 6 GWh operation by September. The new Mahashakti energy storage platform launches August 15, anchored by an MoU for 20 GWh battery storage with Axis Energy. Roadster bike deliveries surged 67% QoQ.

4. **Key Financial Metrics:** Orders hit 44,071 units, with deliveries at 39,192 units. Consolidated operating expenses decreased 22% QoQ to ₹333 Cr. PAT was -₹336 Cr.

5. **Management Commentary / Outlook:** Management targets a ~₹300 Cr quarterly operating cost base, expecting efficiency gains. Future plans include broadening distribution, scaling Roadster, and expanding the Cell business beyond EVs into diverse sectors like energy storage and defence.