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CEO Bhavish Aggarwal sells 2.6 crore Ola Electric shares

Bhavish Aggarwal, co‑founder and CEO of Ola Electric, has sold part of his personal shareholding to fully repay a ₹260 crore promoter-level loan and release pledged shares, according to company filings and exchange data. This one-time bulk sale was aimed at strengthening promoter finances and boosting investor confidence.

On December 16, 2025, Aggarwal sold around 2.6 crore equity shares of Ola Electric at an average price of ₹34.99 per share, raising roughly ₹92 crore. Prior to the sale, he held about 30.02 percent of the company. After the transaction, his stake has reduced slightly, but promoter control remains intact.

Ola Electric clarified that the sale was a personal stake monetisation and does not dilute the promoter’s long-term commitment to the company. Once the ₹260 crore loan is repaid, all previously pledged shares, around 3.93 percent of the company, will be released, removing a key source of market risk and volatility.

The company emphasized that this step aligns with Aggarwal’s objective of operating without leverage at the promoter level. Post-sale, the promoter group’s total holding in Ola Electric is expected to remain around 34 percent, maintaining a strong controlling interest compared to other new-age listed firms.

The bulk sale comes amid a challenging period for Ola Electric, which recently saw a decline in electric two-wheeler sales. In November 2025, the company slipped to fourth place in India’s electric two-wheeler market, with registrations falling compared with the previous month.

The market reacted to the transaction with heightened attention, as investors assessed its implications for share stability and long-term company governance. Analysts note that reducing promoter pledges is generally seen positively, signaling a lower financial risk at the promoter level and improved confidence for shareholders.

By repaying the ₹260 crore debt and removing pledged shares, Aggarwal aims to demonstrate financial prudence and reinforce Ola Electric’s commitment to sustainable growth, while keeping control firmly with the promoter group.

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Ola founder Bhavish Aggarwal bets on home batteries

Ola Electric Mobility Ltd., once one of India’s most hyped electric vehicle (EV) companies, is now grappling with declining sales and investor hesitation. Its market share in electric scooters fell sharply to 11.5% in October, down from 30% last year, while cash reserves dropped from ₹480 crore in March to just ₹160 crore by September. The company is also facing a challenging fundraising environment, as investors remain cautious about joining its ₹1,500‑crore capital-raising plan.

In a bid to revive fortunes, founder Bhavish Aggarwal is betting big on a new business vertical, Ola Shakti. The initiative offers lithium‑ion battery packs for homes and small businesses, using the same proprietary 4680 “Bharat” battery cells developed for Ola scooters. Aggarwal expects the home‑battery venture to generate around ₹100 crore in revenue in the quarter beginning March, potentially reaching ₹1,000 crore by March 2027, almost a third of Ola’s projected annual revenue.

While the move could diversify Ola’s income, experts warn that home battery storage is a highly competitive segment dominated by low-cost lead-acid systems. Making a lithium-ion battery business profitable also requires large-scale production, with analysts suggesting Ola would need to reach roughly 10 GWh to break even.

Despite these challenges, Aggarwal remains optimistic that leveraging technology developed for scooters could provide a strategic edge. However, analysts caution that the home-battery push alone may not be enough; a revival of Ola’s core EV business is critical for long-term success. The company’s ability to balance innovation, production scale, and investor confidence will determine whether Bhavish Aggarwal’s bold bet on Ola Shakti can turn around the struggling EV maker.

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