Ola Electric Mobility Limited has informed the Exchange about Transcript
OLAELEC · price
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Ola Electric reported Q4 FY26 with consolidated gross margins at a record 38.5%, up sharply from 13.7% in the year-ago quarter, driven by vertical integration, Gen 3 platform maturity, and own-cell usage. FY26 consolidated revenue was 2,253 crores with 173,794 deliveries. The company posted its first operating cash flow positive quarter — consolidated CFO of 91 crores and Auto segment free cash flow of 173 crores. OpEx was halved year-on-year to 428 crores in Q4, with further reduction targeted to ~350 crores. Q1 FY27 guidance is 40,000–45,000 orders and 500–550 crores revenue. Adjusted operating EBITDA breakeven is targeted at ~20,000–25,000 units/month. The Gigafactory is ramping up to 6 GWh by end of June, with plans to scale to 20 GWh funded via a separate capital raise at the cell subsidiary. Management expects Auto to move toward EBITDA and cash flow positivity through FY27 as volumes recover.
Ola Electric's margin expansion to industry-leading levels is a strong positive signal of underlying business strength, but low Q4 volumes and a cash-burn runway of 300–500 crores in FY27 may weigh on the stock until volume recovery is confirmed. The Gigafactory scale-up and own-cell transition are key long-term catalysts.