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Ola Electric Mobility Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Capex largely complete; ₹30-50 crore expected for FY27
- Q1 FY27 deliveries doubled sequentially to ~39,200 units; orders ~44,000
- Cell factory capacity expanded to 6 GWh; own-cell vehicles already deployed
- LFP cells BIS-certified; Shakti Gen 2 with LFP to launch 15 Aug
- Auto revenue grew 72% q-q to ₹455 crore; gross margin steady at 30.5%
- Consolidated opex down 22% q-q to ₹333 crore; adjusted EBITDA loss narrowed to ₹195 crore
- New multi-channel dealer strategy launched; first dealers to go live on 4 Sep
- Energy storage MoU signed for 20 GWh over 5-6 years with Axis Energy
- Multiple analyst queries on cell production ramp and dealer rollout; mgmt confident on steady growth
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.