Ola Electric Share: Why did Ola Electric shares soar? What is the reason for this rise; What should investors do next? – market

Market share increased from 7.2% in November to 9.3% in December, with significant growth seen in the second half of the month. This growth, driven by new product launches and in-house sales integration, has positioned Ola Electric to continue to lead the market.

Ola Electric has regained its place among the top three EV companies in nearly a dozen states in December 2025 due to market share gains and strong demand, the company said in a regulatory filing. These states include major EV markets like Tamil Nadu, Uttar Pradesh, Bihar, Jharkhand, Punjab and Haryana.

Ola Electric said it expanded its market share by 2 percent across India between November and December 2025. The company got more customers in southern India. According to VAHAN data, Ola Electric saw its market share rise by 2.5 percentage points during the period in the region. Ola Electric vehicles were sold well in Bengaluru.

Ola Electric begins deliveries of 4,680 of its Bharat Cell-powered S1 Pro+ 5.2 kWh scooters in November 2025 and has seen strong initial demand for the model, the company said. Additionally, the company received government certification for its 4680 Bharat Cell-powered Roadster X+ motorcycle in December 2025. This marks the beginning of in-house sales integration across Ola Electric’s two-wheeler portfolio. This will have a positive impact on both the company’s margins and supply-chain flexibility in the long term.

Company’s loss reduced in the second quarter

In Q2, Ola’s consolidated loss narrowed to Rs 418 crore, compared to Rs 495 crore in the same period last year. Its total consolidated revenue from operations stood at Rs 690 crore in Q2FY26, showing a 43% year-on-year (YoY) decline compared to Rs 1,214 crore reported in the September 2024 quarter.

For the second half of FY26, the company targets total deliveries of around 100,000 units. Consolidated revenues for FY26 are estimated to be around Rs 3,000–3,200 crore, with the focus on profitability rather than volume growth. Auto segment gross margin is expected to reach around 40% by Q4, with segment EBITDA at around 5%.

Ola Electric shares have fallen badly

Currently, shares of Ola Electric are trading 54% below their 52-week high of Rs 88.55 on the same day last year. The stock is trading well below its all-time high of Rs 157.40.

What should investors do next?

The expert said that when recovery comes, try to exit this stock. He has advised investors to keep a stop loss of around Rs 30 on the downside. He said that if the stock goes up then 40-44 will be the first resistance. He said that there may be an opportunity to exit the stock around Rs 50.

Experts advise that instead of getting stuck in weak stocks like Ola Electric, look for opportunities in strong sectors (like banking, metal, auto).

Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions.