Ola Electric Mobility Limited has submitted the transcript of the earnings conference call held for Q4 FY26 with the Stock Exchange

Ola Electric reported its first operating cash flow positive quarter with Q4 CFO of Rs 91 crores and Auto segment FCF of Rs 173 crores. Consolidated gross margins reached 38.5% in Q4, up from 34.3% in Q3 and 13.7% in Q4 last year, with management calling this an industry-leading margin profile. FY26 revenue was Rs 2,253 crores with 173,794 deliveries. OpEx was cut by 50% year-on-year to Rs 428 crores in Q4. Management guided that adjusted EBITDA breakeven is achievable at 20,000-25,000 units per month, and Q1 FY27 guidance is 40,000-45,000 orders with revenue of Rs 500-550 crores. The Gigafactory is entering scale phase with 2.5 GWh operational and 6 GWh installation largely complete, with plans to expand to 20 GWh via capital raise at subsidiary level. Electric motorcycles (Roadster) now hold 50%+ market share and contributed 15% of April gross orders.