Ola Electric Mobility Ltd
Ola Electric Mobility Q4 FY26: Capex ₹50 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects sales volumes to continue rebounding, with monthly deliveries likely reaching 20,000 to 25,000 units soon, which is the breakeven range. Ola Electric expects adjusted EBITDA breakeven at around 20,000 to 25,000 units per month, with volumes ramping up steadily.
From Ola Electric Mobility Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects sales volumes to continue rebounding, with monthly deliveries likely reaching 20,000 to 25,000 units soon, which is the breakeven range.
- Recent months have shown strong growth: March saw 10,000 registrations, April 12,000, and May trending towards 14,000-15,000.
- Order forecasts for Q1 are between 40,000 to 45,000 orders, indicating healthy demand pull-in.
- Volume growth drivers include ramp-up in both scooter and bike segments, with bike constituting about 15% of volumes.
- Production capacity and supply chain scaling are underway to meet increasing orders without significant new CapEx.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Ola Electric Mobility Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Auto Business:
- Maintenance CapEx will be minimal, around ₹50 crores annually.
- No significant new CapEx planned since a large production capacity is already built.
- Cell Business/Gigafactory:
- Completed CapEx for 6 GWh capacity; payout occurring currently and in next quarter (Q1 and Q2).
- No further CapEx until capital is raised at the subsidiary level.
- Plans to expand capacity into prismatic cell production beyond current cylindrical cells, tied to future capital raising.
- Strategic Notes:
- Gigafactory infrastructure supports scaling to 15,000-20,000 crores annual revenue without meaningful incremental CapEx.
2 more points management made on capital expenditure plans
Top-ranked in Automobiles
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Ola Electric Mobility Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- For Q1 FY27, Ola Electric expects an orderbook of 40,000 to 45,000 units.
- Registrations were 10,000 in March, 12,000 in April, and May is trending towards 14,000-15,000 units.
- Orders are growing ahead of registrations, indicating strong demand and a production backlog.
- The company is ramping up its supply chain and manufacturing capacity to meet growing orders.
2 more points management made on order book & pipeline
Ola Electric Mobility Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹265 Cr, net loss ₹500 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Ola Electric's management said in earlier quarters
Others in Automobiles this season
- Force Motors Ltd (Q4 FY26)
Q4 FY 26 Net Sales: ₹2,528 crore . Key concall takeaways from Force Motors Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
- Ather Energy (Q4 FY26)
Market share in newer regions is increasing rapidly, with attach rates for Pro-Pack (~93% currently) improving over 2-4 quarters in new cities. Key concall…
- M & M (Q4 FY26)
Auto revenue grew 32% in the recent quarter; farm revenue grew 26%, Growth Gems 30%, and Mahindra Finance 14%. Key concall takeaways from Mahindra & Mahindra…
- Hero Motocorp (Q4 FY26)
Expansion in scooter capacity: Destini capacity increased by 50%, Xoom capacity being doubled this quarter. Key concall takeaways from Hero Motocorp's Q4 FY26…
Frequently Asked Questions
What were Ola Electric Mobility Ltd Q4 FY26 results?
The company expects sales volumes to continue rebounding, with monthly deliveries likely reaching 20,000 to 25,000 units soon, which is the breakeven range. Ola Electric expects adjusted EBITDA breakeven at around 20,000 to 25,000 units per month, with volumes ramping up steadily.
What is Ola Electric Mobility Ltd share price analysis?
Ola Electric Mobility Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹19,180 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ola Electric Mobility Ltd planning capital expenditure?
Auto Business: - Maintenance CapEx will be minimal, around ₹50 crores annually.
Keep Ola Electric Mobility Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.