Ola Electric Ka Bura Haal! Deliveries **61%** Girti Hui, Revenue Aadha, Loss Badha

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AuthorAnanya Iyer|Published at:
Ola Electric Ka Bura Haal! Deliveries **61%** Girti Hui, Revenue Aadha, Loss Badha
Overview

Arre bhai, Ola Electric ka Q3 FY26 performance bahut hi bummer raha! Company ki deliveries seedha **61%** gir gayi hain aur revenue bhi lagbhag aadha ho gaya hai. Upar se, company ka operating loss bhi qarter-on-qarter badh gaya hai. Halat patli lag rahi hai!

📉 Ola Electric ke Q3 FY26 Numbers, Dhyan se Suno!

Dekho, Ola Electric Mobility Limited ne Q3 FY26 mein jo results diye hain woh kaafi chinta wale hain. Sabse pehle, revenue ki baat karein toh woh saal-dar-saal 55.02% gir kar ₹470 Crore par aa gaya hai, jabki pichhle saal isi quarter mein yeh ₹1,045 Crore tha. Gaadiyon ki deliveries toh aur bhi zyada 61.08% tuti hain, matlab ab sirf 32,680 units bechi gayi hain. Premium aur mass-market dono categories mein deliveries kaafi kam hui hain, premium mein toh 79.08% aur mass-market mein 51.40% ki kami aayi hai.

Haan, company ne apni gross margin 34.3% (jo pichhle saal 18.6% thi) tak badha li aur operating expenses bhi 34.00% kam kar diye. Lekin, itni mehnat ke baad bhi, volumes aur revenue mein jo bhayanak kami aayi hai, usko compensate nahi kar paaye. Isliye, consolidated Operating EBITDA loss quarter-on-quarter badh kar ₹(271) Crore ho gaya hai, jabki pichhle quarter mein yeh ₹(203) Crore tha. PAT loss bhi QoQ badh kar ₹(487) Crore ho gaya hai, haan YoY dekhein toh 13.65% ka improvement hai ₹(564) Crore se, par QoQ situation kharab hai.

Cell segment mein revenue thoda badh kar ₹9 Crore hua hai, lekin yahan bhi EBITDA loss badh kar ₹(47) Crore ho gaya. Automotive segment ka operating EBITDA loss bhi QoQ badh kar ₹(115) Crore ho gaya hai.

🚩 Kya Hai Risk Aur Aage Kya?

Ola Electric ke liye sabse bada risk toh bhai yahi hai ki unki sales aur revenue continuously gir rahi hai. Ye trend rokna aur growth lana bahut zaruri hai company ke liye. Operational improvements achhi baat hai, par demand mein jo badi girawat aayi hai, uske saamne yeh kam lag rahi hain. Investors nazar rakhenge ki company koi naya strategy laati hai ya koi naya product launch karti hai jo sales ko phir se daudaye. QoQ losses ka badhna ek chinta ka vishay hai.

Abhi koi analyst ki EPS estimates ya company ki taraf se koi future guidance nahi hai, toh yeh kehna mushkil hai ki management market ko kaise dekh raha hai. Sabse important yeh hai ki company apni strategy ko kaise execute karti hai aur competitive EV market mein kaise tikti hai.

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