Update shared on 20 Dec 2025
Fair value Decreased 17%Analysts have trimmed their price target on Ola Electric Mobility by around $5 per share to $25, citing a more conservative valuation multiple, even as they acknowledge improving growth and margin prospects.
What's in the News
- Ola Electric has begun mass deliveries of its S1 Pro+ (5.2 kWh) scooters powered by indigenously manufactured 4680 Bharat Cell battery packs, making it the first Indian EV company to fully own both cell and battery pack manufacturing in-house (Key Developments)
- The company secured ARAI certification under the latest AIS-156 Amendment 4 standards for its 5.2 kWh 4680 Bharat Cell battery packs, paving the way for large scale rollout of vehicles using its homegrown cell technology (Key Developments)
- Test rides for 4680 Bharat Cell powered S1 Pro+ scooters have commenced across Ola Electric stores in India, highlighting the company’s push to showcase enhanced range, performance, and safety to prospective buyers (Key Developments)
- Ola Electric entered India’s large and fast growing battery energy storage systems market with Ola shakti, a residential BESS line built on its 4680 Bharat Cells and Gigafactory infrastructure, targeting multi gigawatt hour demand in the coming years (Key Developments)
- The company expanded its Hyperservice initiative into an open EV service platform, giving independent garages and fleet operators access to genuine parts, diagnostic tools, and training to support over one million Ola vehicles on the road (Key Developments)
Valuation Changes
- Fair Value: Reduced from $30 to $25 per share, reflecting a moderately lower valuation despite stronger operating assumptions.
- Discount Rate: Edged down slightly from 19.45 percent to 19.14 percent, implying a marginally lower perceived risk profile.
- Revenue Growth: Raised significantly from 13.09 percent to 23.96 percent, incorporating a more optimistic outlook on top line expansion.
- Net Profit Margin: Increased modestly from 9.86 percent to 11.22 percent, indicating expectations of improved operating leverage and cost efficiencies.
- Future P/E: Cut sharply from 52.35x to 27.30x, signaling a more conservative multiple applied to the company’s projected earnings.
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