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Investor Presentation

Ola Electric Mobility Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue ₹421 Cr (down 39% YoY), PAT loss ₹362 Cr, gross margin 29.9%. Strategy: dealer-led model, supply-constrained demand, 6 GWh cell SCOD achieved.

Highlights
Revenue growthRevenue down 39% YoY, 7% QoQ
MarginsGross margin 29.9%; to dip in Q3-Q4
Order bookPaid order backlog; ~5,000 orders delayed to October
Demand visibilityPaid order backlog; dealer reorders rising
Management confidenceHigh; claims demand exceeds supply

Growth

Revenue ₹421 Cr, down 39% YoY and 7% QoQ; PAT loss narrowed to ₹362 Cr from ₹418 Cr.

Outlook

Stores to ~450 by Dec and 700 by Mar-27; ~25,000 vehicles in Dec; opex to fall ~₹50 Cr; NMC yield 90% by Q4 FY27.

Risks

Supply-chain ramp-up constraint, charger shortages, dealer channel inventory build, gross margin dip in Q3-Q4, adj. EBITDA margin -58.5%.

Last quarter's promises, checked

Delivered

  • Full 6 GWh cell capacity commissioned this quarter → 6 GWh SCOD achieved (= BEAT)

Missed

  • Opex to fall to ₹300-325 Cr → ₹369 Cr (= MISS)
  • Gross margin 30-32% → 29.9% (= MISS)
  • NMC yield >90% within a quarter of late-Aug restart → 90% target now set for Q4 FY27 (= MISS)
Source

Investor Presentation filed with NSE, NSE: OLAELEC. Summary written with AI assistance from the document.

Read the document ↗

Ola Electric Mobility Ltd: key numbers

Share price
₹35.85
Market cap
₹17,389 Cr
Revenue (annual)
₹2,253 Cr
Net profit (annual)
₹-1,833 Cr
P/E (TTM)
-10.0×Sector 32.5×
Promoter holding
32.49%-0.48% QoQ
FII holding
4.56%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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