Ola Electric Shares Tumble 8% as Rally Falters, Guidance Slashed
Ola Electric Mobility Ltd. shares plummeted 8% from their session's peak on Tuesday, January 6, ending a three-day winning streak. The stock had previously surged 22% over the preceding three trading sessions. Volume was notable, with approximately 19.35 crore shares trading hands by 12:15 p.m., exceeding the 20-day average turnover.
Market Performance and Valuation
Despite the recent upward movement, Ola Electric remains substantially below its historical highs. The stock is down nearly 73% from its post-listing peak of ₹157 and approximately 44% below its initial public offering price of ₹76 per share. Tuesday's decline saw its market capitalization slip below the ₹19,000 crore mark.
Operational Metrics and Demand
In December, Ola Electric recorded 9,020 vehicle registrations, according to VAHAN data. This performance helped lift its market share to 9.3% for the month. The company attributed this growth partly to its Hyperservice initiative. Furthermore, Ola Electric stated that its market share in the latter half of December climbed to nearly 12%, indicating a positive trend in demand momentum.
Financial Guidance Revision
The positive operational signs were overshadowed by a significant downward revision in the company's full-year financial outlook. Ola Electric now anticipates revenue to be in the range of ₹3,000 crore to ₹3,200 crore, a substantial reduction from the previous projection of ₹4,200 crore to ₹4,700 crore. Auto business margins are now guided at around 5%, a decrease from the earlier target of above 5%.
Analyst Sentiment
Eight analysts currently follow Ola Electric. Three recommend a 'Buy' rating, one suggests 'Hold,' and four have issued a 'Sell' recommendation. Price targets vary widely, with Emkay setting the highest at ₹65 per share and Kotak Securities the lowest at ₹25.