Ola Electric Mobility Limited has informed the Exchange about Investor Presentation
OLAELEC · price
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Ola Electric reported Q1 FY26 consolidated revenue of ₹828 Cr with deliveries of 68,192 vehicles. Auto segment gross margin hit a record 25.6% (without most PLI benefits), and the auto business turned EBITDA positive in June. Auto EBITDA margin improved sharply to -11.6% from -90.6% in Q4 FY25, and consolidated EBITDA margin improved to -28.6% from -113.9%. Operating cashflow in the auto business was nearly neutral, with consolidated FCF improving to -₹282 Cr from -₹625 Cr. Management guided FY26 exit auto gross margin of 35-40% (with PLI), full-year auto EBITDA of 5%+, and Q2 auto EBITDA turning positive. Volume guidance of 3,25,000-3,75,000 vehicles and revenue of ₹4,200-4,700 Cr for FY26. Cash balance stands at ₹3,197 Cr, which the company says is sufficient for the year and next.
The presentation shows a clear path to profitability with strong margin expansion and improving cash burn, which is positive for shareholders. However, the company is still loss-making at the consolidated level (PAT of -₹428 Cr) and depends on successful execution of cost reduction, PLI accruals, and festive-season sales. The stock may react positively to the credible margin trajectory, but near-term volatility remains given execution risks.