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Earnings Call

Zelio E-Mobility Earnings Call: Key Takeaways

Zelio E Mobility delivered explosive FY26 revenue growth of 81.8% with consistent profitability. Management exhibits high confidence, transitioning from a private startup to a listed national player with significant capacity expansion.

Why this was an Alfa AlertManagement explicitly guides FY27 volume at 125,000 units, a 78% growth over FY26's 70,000 units.
Highlights
Revenue growth81.8% YoY growth in FY26; 121% 4-year revenue CAGR.
MarginsEBITDA margin at 12.2%; PAT margin at 9.1%.
Demand visibilityStrong visibility in Bharat's low-speed EV segment (8-10 lakh units/year).
Management confidenceAggressive and highly confident tone, emphasizing 'telling the truth'.

Growth

Revenue CAGR of 121% over four years; FY26 PAT grew to ₹28.39cr with 9.1% net margins.

Outlook

Guiding ₹300cr+ revenue for FY26 and 125,000+ units for FY27; targeting 75-80% revenue growth.

Risks

Low-speed segment faces high competition and potential regulatory shifts; high reliance on component indigenization strategy.

Source

Earnings Call filed with BSE, BSE: 544563. Summary written with AI assistance from the document.

Read the document ↗

Zelio E-Mobility Ltd: key numbers

Share price
₹1,056.90
Market cap
₹2,235 Cr
Revenue (annual)
₹310.7 Cr
Net profit (annual)
₹28.39 Cr
P/E (TTM)
78.8×Sector 33.6×
Promoter holding
72.77%
FII holding
0.09%Current quarter

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

More from Zelio E-Mobility Ltd

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18:33 IST BSE
Fund Raise

Zelio E-Mobility Fund Raise of ₹168 Cr

Zelio E-Mobility's board approved a preferential issue of equity shares and convertible warrants, aggregating to ₹167.96 Crore, to raise capital for the company's requirements.

Value
₹168.0 Cr
18:18 IST BSE
Board Meeting Date

Zelio E-Mobility Board Meeting Date

Zelio E-Mobility Ltd has scheduled a Board meeting for September 23, 2026, to consider raising funds through equity shares and/or warrants.

21:31 IST BSE
Other Announcement

Zelio E-Mobility Other Announcement

Zelio E-Mobility notified shareholders of the availability of its FY 2025-26 Annual Report and 5th AGM Notice via the company's website, adhering to regulatory requirements.

20:59 IST BSE
Annual General Meeting

Zelio E-Mobility Annual General Meeting

Zelio E Mobility Limited scheduled its 5th Annual General Meeting for September 30, 2026. The company also published its Annual Report for FY 2025-26.

20:05 IST BSE
Board Meeting Outcome

Zelio E-Mobility Board Meeting Outcome

Zelio E-Mobility's board approved the FY26 Board Report, management re-appointments, and increased borrowing and investment limits up to ₹1,000 Crores, subject to shareholder approval.