⚡ At a glance
2025 is the year when owning an Ola S1 Pro or Ather 450X doesn’t just mean you care about the environment. It means you own EV stocks, know your CAGR, and possibly have 4 Chrome tabs open on EMS, IPO Watch, and Twitter threads.
In short: Sasta Tesla isn’t just a ride — it’s a vibe.
Forget Apple watches and MacBooks. The real flex in Indian small towns and startup corridors?
“Ola Electric mein allotment mila kya?”
🧠 How Did We Get Here?
It all began when:
- Tesla didn’t show up to India (again)
- Bajaj and TVS still acted like scooters were for “dad log”
- Ola and Ather said: screw it, let’s go software + scooter
Result? Scooters that update faster than your Android phone.
And IPOs that attract more FOMO than Shark Tank Season 1.
🚦Ola Electric IPO = The iPhone Launch of Dalal Street
- Expected IPO Size: ₹5,500 Cr
- Investors: SoftBank, Temasek, Tiger Global
- Valuation: ₹40,000 Cr ballpark
- Hype: Unmatched (Zomato + Tesla x Reels = 🔥)
“EV ka Tesla? Nahi bhai. India ka Ola.”
Bhavish Aggarwal is pitching not just scooters, but a full-stack EV Empire — from batteries to gigafactories to ride-hailing to possibly AI because… why not?
🛵 Ather Energy — The OG Geek Scooter
Started as IIT bros making cool toys. Now:
- Revenue FY25 (Est.): ₹2,000 Cr+
- Losses? Sure, but “growth stage” bro
- Backed by: Hero MotoCorp (34% stake), Tiger Global
- Product: Ather 450X = India’s Model 3 on two wheels
- Secret Sauce: OTA updates, gamified dashboards, and 0–40 in 3.3 sec
If Ola is flashy and chaotic, Ather is that quiet IIT guy who marries your crush.
📈 Why Are EV Scooters a Portfolio Signal?
| Flex Level | Scooter | Stock Talk |
|---|---|---|
| 🟢 Budget Biker | Hero Electric | “Value buy, bro.” |
| 🟡 Trend Rider | Ather | “Long-term play.” |
| 🔴 IPO Flexer | Ola Electric | “I got 1 lot in IPO.” |
| 🟣 Meme Trader | Cosbike, Wardwizard, Okinawa | “Circuit laga hai, buy now!” |
Owning an Ather is now like wearing a Patagonia fleece in Silicon Valley.
It signals alpha, ethics, and a decent P&L screenshot.
💸 But Are These Stocks Actually Invest-Worthy?
Let’s break down the fundamentals (yes, real numbers — we’re not that satirical):
| Company | FY25 Revenue | PAT | EV Focus | Market Buzz |
|---|---|---|---|---|
| Ola Electric (IPO) | ~₹2,500 Cr est. | Loss-making | 100% | FOMO king |
| Ather (Unlisted) | ₹2,000 Cr+ | Also red | 100% | Listing rumoured late 2025 |
| Hero MotoCorp | ₹39,000 Cr | ₹3,100 Cr | 2-wheeler giant + Ather investor | Stable + EV exposure |
| Bajaj Auto | ₹47,000 Cr | ₹4,500 Cr | Chetak EV | Legacy + EV catching up |
Ola and Ather might not have profits. But they’ve got mindshare — and in India, that’s half the market cap.
🎯 What Retail Investors Are Actually Doing
- DMAT opening spike in Tier 2 cities pre-Ola IPO
- Telegram groups with names like “EV ka King”
- F&O traders using scooters as metaphors: “Today’s expiry was like Ola S1 Pro — smooth start, battery low by 3 PM.”
🧪 The Real EV Investment Stack
If you’re bullish on India’s scooter revolution, the better stock picks might be:
| Sector | Pick | Why? |
|---|---|---|
| Battery | Amara Raja, Exide | Ola + Ather depend on them |
| Semiconductors | Kaynes Tech | Smart scooter brains |
| Chargers | Servotech Power | Infra is the real moat |
| Connectors | SJS Enterprises | Design + tech integration |
| Plastics | JBM Auto, Minda Corp | EV body parts supplier |
Scooters are sexy, but screws make money.
🧨 EduInvesting Take
Ola Electric and Ather are more than companies. They’re modern-day religion.
Ola is the charismatic baba with big dreams and a reality TV arc.
Ather is the quiet monk who builds temples (and IP portfolios) in silence.
And retail investors?
They’re not just buying scooters — they’re buying belief.
In a cleaner India. In an IPO moment. In the hope that this isn’t another Zomato rerun.
But just remember:
“You can ride the hype.
But if the battery dies, you’ll have to push your portfolio uphill.”
📅 Written by Prashant Marathe
📍 Date: 31 May 2025
Tags: Ola Electric IPO 2025, Ather Energy stock news, EV scooters India, retail investor trends, portfolio flex, EduInvesting EV satire, startup IPOs India, Bhavish Aggarwal IPO
