Gross margin 35-40% in FY26-27
Management expects consolidated gross margins to stabilize in the 35-40% range during FY26-27, driven by vertical integration and scale.
Ola Electric Mobility · forward-looking guidance across the available source record.
Guidance tracker
Management expects consolidated gross margins to stabilize in the 35-40% range during FY26-27, driven by vertical integration and scale.
Opex expected to reduce to ₹250-300 crore over the next couple of quarters, from ₹484 crore in Q3, through cost actions already taken.
With the cost reset, EBITDA breakeven is now approximately 15,000 units per month on a consolidated basis including lease costs.
Cell capacity scaling from 2.5 GWh to 6 GWh by March 2026, supporting ~1.2 million vehicles and energy storage products.