OLA Electric: Is there any future in India?

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Think School

Think School

4 ай бұрын

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VIDEO INTRODUCTION:
Hi everybody,
Ola Electric is going IPO!! And this is yet again one of the most awaited IPOs in the Indian stock market in 2024!! While on one side, one segment of the investors are bullish on electric vehicles because its the next big revolution in India, on the other side, not just ola but even other EV companies are bleeding with 1000s of crores in losses!! And ola electric itself incurred a loss of 784.1 cr in fiscal 2022, 1472 crore in fiscal 2023 and 267.1 crore in the 3 months ending at June 2023 respectively!
And even with these losses in their financial Ola is still very confident of getting a wonderful IPO response!! So for this episode, we got deep into these 400 pages of DRHP paper that Ola electric filed with Sebi, so that we can help you understand,
What does the 2 wheeler market of the electric vehicles in India look like?
Where does Ola electric stand in the electric race of India as comapred to hero electric tvs and ather energy?
Why are they so confident about their IPO inspite of incurring 1000s of crores in losses?
What are the risks that Ola electric is facing in this heated Market of India?
And lastly, should you apply to invest in Ola electric’s IPO or not?
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Пікірлер: 773
@enigmaticcrusader2249
@enigmaticcrusader2249 4 ай бұрын
One important player you ignored and the one who to watch for is Chetak. Chetak(Bajaj) already has established vendors for raw materials and a wide network of distribution centers for sales. Since Bajaj is making 3 wheeler EVs, yulu bikes they could easily get better deals by bulk sourcing raw materials and staying profitable. Also they don't have to rely solely on government subsidies since Bajaj has "deep pockets" (the same words were used by Mr Rajiv Bajaj) and could fund their r&d and marketing for years. Adding to the fact that Bajaj is the biggest exporter of 2 wheelers in India and has extensive distribution centers across the globe, Chetak could make up the numbers for staying profitable. If they can come up with some exciting models, they have their ground set to dominate the sector.
@mystoganmist813
@mystoganmist813 4 ай бұрын
So did Volkswagen and gm had deep pockets . But that didn't make them leader in electric vehicles as tesla
@aBee.01
@aBee.01 4 ай бұрын
River is also one major player in this segment ...
@enigmaticcrusader2249
@enigmaticcrusader2249 4 ай бұрын
@@mystoganmist813 because they were late to the party and their priority was on ICE. By that time Tesla already established supply chains and made a strong base. And all these European and American car companies cannot function profitably with plants at one location, they needed to set up manufacturing plants in Asia for obvious reasons inorder to be profitable. And for establishing these plants, they need the network of local vendors, distribution centers, talent etc. so they need huge investment for doing so. And the conversion to EV for then was not simple and could not be implemented swiftly like Byd. Whereas in India it's still early days and big players like Bajaj, TVS and Hero are not lagging behind like GM or Volkswagen were. And all these companies also invested heavily in R&D for EVs and came up with products which are in the market. And of course not marketed heavily like ola. And India being one of the world's biggest 2W markets, there is a huge margin to grow. And being a 2w, it is comparatively easier to ship vehicles manufactured in one country all over the world, just like Bajaj and TVS are shipping to almost 70+ countries having production only in India. And it will take years or even decades for ola or any other startup to establish such a presence globally. And since the competition is heating up, if they have to produce volumes for being profitable, they have to look into overseas markets as well. So these companies established do in fact have a huge upper hand compared to startups.
@satish2650
@satish2650 4 ай бұрын
Brands don't work themselves... It's d men behind it....
@questionside9038
@questionside9038 4 ай бұрын
but uit is over priced for it's range and [performance
@dibyochowdhury4514
@dibyochowdhury4514 4 ай бұрын
OLA has a great potential, but I have to say that the after-sale service of OLA is not up to the mark which is hampering the company's image to a huge extent.
@brothergamerz8197
@brothergamerz8197 4 ай бұрын
That's why they are launching IPO because of lack of funds for the improvement of sale and services
@prasadte4275
@prasadte4275 4 ай бұрын
Sir. Ola as a company has poor customer care service. Even for their cab business. So i dont expect them to improve it. They are tata motors of this industry 😅
@EdwinTyler
@EdwinTyler 4 ай бұрын
The fact that they are raising the money to cover the losses is a big red flag. That's not the goal of IPO. See the successful IPO launches, they were already doing well and only needed the money to expand their operations. Their losses are mounting each year and their after sales and quality of bikes is highly questionable as well. Plus more seasoned and trusted bike brands are already in the market.
@CreativeVarun
@CreativeVarun 3 ай бұрын
Worst service ever I have seen is of Ola electric
@dhananjaychoudhari3183
@dhananjaychoudhari3183 2 ай бұрын
B
@kazuma2060
@kazuma2060 4 ай бұрын
Bhavesh Aggarwal got shares of ola electric at INR 98,000 only. Even if ola electric got undersubscribed he will be at profit anyhow and he is the sole reason why I'm staying out from ola electric IPO.
@hrushikeshavachat900
@hrushikeshavachat900 4 ай бұрын
He took the maximum amount of risk. So, he is getting the returns. I don't find anything wrong with this. But, I do agree that the valuation of the company is on the higher side after considering the financials of the company. So, steeper valuation, but nothing wrong with what Bavesh is doing.
@vihan8518
@vihan8518 4 ай бұрын
₹92,500
@soumyakantigiri
@soumyakantigiri 4 ай бұрын
You are saying the opposite. He is only selling 50% stake i.e. still 15-18% remaining. He is not running away anywhere and finally with a product rather than a service, its at the cusp of becoming big or going bust. Of course there is high risk, the upside is too big.
@kazuma2060
@kazuma2060 4 ай бұрын
​​@@hrushikeshavachat900 taking maximum risks doesn't mean scamming retail investors if the valuation of company is that high then how he get the shares this cheap. I'm seriously at INR 92,500 and even when he started ola electric 2 years back there is no way valuation of company was that low at that time that he got shares at this low price.
@kazuma2060
@kazuma2060 4 ай бұрын
​@@soumyakantigiri he should leave for the betterment of the company he is the only reason why company will fall in the near future just look at the employee retention of ola it's 42% means out of 100 employee who join company 42 leaves within 1 year.
@Silent_Shishya
@Silent_Shishya 4 ай бұрын
12:37 Ola acquired a European EV company Ethergo which designed what is now known as Ola S1. Sorry to say, but Ola acquired a design and made some improvements. They didn't invest in coming up with their own Charging port. Ather on the other hand started from scratch and designed their EV charging standard which is now the official EV charging standard for the country.
@rooftopmunda
@rooftopmunda 4 ай бұрын
Ather as a product is not worth it I believe. Not comfortable to ride and sit.
@phanichandravvss1751
@phanichandravvss1751 4 ай бұрын
Common charging port gives access to third parties charging stations. Like type C cables. It's better to bring common charging ports other than unique ports
@averma12
@averma12 4 ай бұрын
@@rooftopmunda weird. Because it has more space than OLa
@CANILESHKUCHERIYA
@CANILESHKUCHERIYA 4 ай бұрын
Why to reinvent wheel if you can buy technology to it at reasonable cost & grab first movers advantage & tap economies of scale though I concur that kaizen is very much important in technology of charging
@startup1demo464
@startup1demo464 4 ай бұрын
This.
@adesignerlife
@adesignerlife 4 ай бұрын
Ganesh a lot of people on KZbin claim that they are an educational channel but honestly most of it is infotainment. But yours is like a real classroom case study education! Wishing you more success ❤
@sagarpatel4110
@sagarpatel4110 4 ай бұрын
Unlike competitors focused on assembly, Ola’s control over cell manufacturing secures their pricing and margins, giving them a sustainable advantage.
@averma12
@averma12 4 ай бұрын
Other competitors also do cell manufacturing.
@apurvbose
@apurvbose 4 ай бұрын
Still overvalued. 22x.
@hynoor7254
@hynoor7254 4 ай бұрын
Cells form the core of a battery and currently, Ola uses Lithium-Nickel-Manganese-Cobalt-Oxide (NMC) cells. Sourced from Korea's LG Chem, the almost banana-shaped battery pack comprises 224 cells that are split into two clusters of 112 units each.
@hitesh6245
@hitesh6245 3 ай бұрын
@@varunthej1 aage jaake sab disrupt hojayega... evs aren't a great solution for environmental problems and now entrepreneurs from other countries are looking into other alternatives likes hydrogen. only a matter of time now...
@lapitop-cd9dk
@lapitop-cd9dk 3 ай бұрын
sahi bola bhai... EV ke naam par sab goli de rahe he company khol kar. @@hitesh6245
@darshansudhakar2659
@darshansudhakar2659 4 ай бұрын
5 years ago people used to raise eyebrows when the scooter used to cross the price of 80k. Now, that benchmark is 1 Lakh. So, in a few years this benchmark will breach 1.2 lakh and 1.5 lakh. If, EV manufacturers are able to keep the cost to 1.5 lakh in the next 4-5 years it's a game changer.
@pratham7261
@pratham7261 2 ай бұрын
The player who will give best quality at lesser price than the benchmark will dominate the market easily
@praviny2_
@praviny2_ 4 ай бұрын
Absolutely, Ola’s vertical integration sets them apart in the EV realm, paving the way for unparalleled control and innovation.
@abhinandpatil3954
@abhinandpatil3954 4 ай бұрын
Ather has better vertical integration and less debt. Quality is far more superior and after sales services are much better. Ola’s ipo is a debt reconciliation program for failed businesses that they’re into. They’ll never meet the scale and it’ll only hamper their sales. Better not invest.
@niravhradia99
@niravhradia99 4 ай бұрын
Being a customer of Ola Electric, I might be biased but their parts quality and after sales service is pathetic.
@asimanand
@asimanand 4 ай бұрын
Ather's service is also not so great.
@sanchit1677
@sanchit1677 4 ай бұрын
Vertical integration is only present in papers bro . My last organisation i worked in used to supplies Electric motors for their scooter. Controller is procured from another supplier. Most important parts are being procured from vendor then where is vertical integration done 😂
@muhammedfidhin664
@muhammedfidhin664 4 ай бұрын
Just visit an ola service center near u.i have purchased 1 month month back after 2 weeks its in service station.since now it's been 3 weeks since my ola is in service station no response from them.just visit nearest ola service evryone who is trying to buy. Ola
@sagarbanarjee1456
@sagarbanarjee1456 4 ай бұрын
The 2-wheeler EV market in India is evolving rapidly, and Ola Electric’s entry has definitely stirred up the competition, creating more choices for consumers.
@karankapoor2701
@karankapoor2701 4 ай бұрын
But is it better than other's , genuinely asking
@nandakumarmaisnam6711
@nandakumarmaisnam6711 4 ай бұрын
Ola electric didn't provide dealerships so no service Centre across all the states
@meau_r34
@meau_r34 4 ай бұрын
Why is Bhuban Bam in the thumbnail?? 😂
@Precious_Wood
@Precious_Wood 2 ай бұрын
Click bait
@Vijaylaxmim23
@Vijaylaxmim23 2 ай бұрын
He was in the advertisement of OLA scooters
@Vijaylaxmim23
@Vijaylaxmim23 2 ай бұрын
He was in the advertisement of OLA scooters
@atanumalik5338
@atanumalik5338 4 ай бұрын
One thing I believe Ola is missing is focus. They are trying to do everything which sounds impressive but can also backfire. Ather on the other hand seem more focused on what they want.
@evthink
@evthink 4 ай бұрын
Ather would have launched a 3 lakh "premium" scooter right now if not for Ola coming into EV 2 Wheeler market. Ather is not focused on Scooters sales. They want to sell future batteries to others.
@AnkitGupta12
@AnkitGupta12 4 ай бұрын
​@@evthinkwhat do you mean future batteries?
@nishantjose6268
@nishantjose6268 4 ай бұрын
Please make more such videos so gullible newcomers can be more aware before investing
@neerajsen8111
@neerajsen8111 4 ай бұрын
While the initial investment for vertical integration may be significant, the long-term returns are poised to be exceptional.
@barryobrien1890
@barryobrien1890 4 ай бұрын
Vertical integration is not a good idea for commodity parts. For example, Tata makes steel, and Suzuki does not. Cars use a lot of steel, but Suzuki makes way more cars than Tata. Vertical integration only works for non-commodity parts. When was the last time you saw a Pizza Hut wheat farm
@pratham7261
@pratham7261 2 ай бұрын
​@@barryobrien1890vertical integration only gives a edge in margins, so that you can provide a better quality nothing else
@ag4eng
@ag4eng 4 ай бұрын
Rivian in the US is a cautionary tale to not be over valued and cause investors to lose half investment.
@sorryi6685
@sorryi6685 4 ай бұрын
Even Tesla is. The valuation have no logic
@LearnWithShahil
@LearnWithShahil 4 ай бұрын
Yes I would like to invest in Ola… promising, it has huge potential
@AmanSingh-io3sw
@AmanSingh-io3sw 4 ай бұрын
Their strategic foresight to compete globally positions them as an Indian trailblazer in the electric vehicle industry.
@parthlimbani8415
@parthlimbani8415 4 ай бұрын
Loved the last part where you summarised everything in 90 seconds, really helpful!!
@gurudathshenoy6478
@gurudathshenoy6478 4 ай бұрын
I am thankful and proud of the work you - @ganesh Prasad and team through this podcast. I saw your talk in TRS. Very inspired to know you and proud of all that you do. Keep going and do more such data based informative videos. This is important for today's youth who base their opinion and decisions on few seconds of video.
@aaronthiagarajan
@aaronthiagarajan 4 ай бұрын
I learn more about economics and business in your channel than university that I have studied. Thank you so much.
@rohittanti1500
@rohittanti1500 4 ай бұрын
Amazing case study I ever found. Explain each and every concept so simple and creative way. One of the most underrated channel till now. Many more miles to go Ganesh prashad ji and the team of think school.🎉😊
@aditigawde9975
@aditigawde9975 4 ай бұрын
The way you summarize and present a case study is indeed admirable! 💫⭐
@Ranjaniparshith1991
@Ranjaniparshith1991 4 ай бұрын
i have driven my one year ola s1 pro to 20,000km , so for its very very good and i love it. i wish company will grow to worlds best.
@venkat.sairam
@venkat.sairam 4 ай бұрын
🎯 Key Takeaways for quick navigation: 00:12 Ola *Electric's IPO.* 00:40 Electric *vehicle market in India.* 01:09 Ola *Electric's financial losses.* 02:19 Considerations *for investing in Ola Electric.* 04:26 Importance *of vertical integration in EV business.* 08:51 Ola *Electric's vertical integration and manufacturing capacity.* 11:51 Control *over price, margins, and quality through vertical integration.* 19:04 EV *market segment and pricing challenges.* 21:23 Subsidies *and their impact on EV sales.* 23:26 Risks *for Ola Electric, including raw materials and scale.* 23:40 EV *success factors: Quality, Price, Margins.* 24:07 Ola's *strong subsidies.* 24:22 Struggle *to reach price point.* 24:35 Ola's *distribution challenge.* 24:49 Investment *advice disclaimer.* Made with HARPA AI
@nandakumarmaisnam6711
@nandakumarmaisnam6711 4 ай бұрын
Distribution channel not good because no dealership.
@jayaprakashk5582
@jayaprakashk5582 4 ай бұрын
Can't thank enough the team Think School for putting out such valuable & insightful piece of content after thoroughly researching, analyzing and structuring it in a way that all the viewers don't face even a small difficulty while going along with the flow of the video from start to end.....
@sideprince69
@sideprince69 4 ай бұрын
Ola electric is taking risk and trying to build battery factory which so far others have failed but we need to support. In the long run they will make it
@idkckckvmvmmvvmmd9498
@idkckckvmvmmvvmmd9498 3 ай бұрын
What is Bhuvan Bam doing in the thumbnail?😭 Btw great video ❤
@alwaywithtech7560
@alwaywithtech7560 2 ай бұрын
😂😂 Bhai ai se apne aap ko BB ki baaana dia ..
@hitwiksingh7206
@hitwiksingh7206 4 ай бұрын
I work in the EV manufacturing industry so I understand the risks and rewards associated with OLA IPO. OLA needs to work harder on its R&D as their product is plagued with the issue of spontaneous combustion due to thermal runaway in their battery. It might be due to poor quality materials used in the battery or a bug in their BMS software algorithm. In any case the customers do see these incidents pop up in the news feed every now and then causing hesitation in switching to E-Scooters. As we all know by now an investment of 1 lakh rupee is a considerable amount for the Indian household so people will not want to take risks with that kind of money. But if OLA can somehow manoeuvre around this issue and are able to change their public image to safe and reliable product than they will definitely be successful in the market.
@barryobrien1890
@barryobrien1890 4 ай бұрын
Yes ..strangely though they are the number one e2w by a huge margin in India. So much for expert opinions
@EdwinTyler
@EdwinTyler 4 ай бұрын
Like you said, there are many ifs here which Ola needs to overcome. Personally I don't think Ola IPO is worth the risk.
@hitwiksingh7206
@hitwiksingh7206 4 ай бұрын
@@barryobrien1890 it helps when you have strategically priced product kind of similar to what JIO did as per current market atandards if you manufacture e2w the overall cost you'll be paying will be around 1.2 lakh without subsidies but with the help of FAME 2 subsidies OLA managed to price the product nearer to 1 lakh as a result people swith9to ola at more ease. But let us do a simple thought experiment let us say Ola launched its IPO and becomes majorly successful what do you think will happen if the news outlets cover that there is an issue with ola scooters. It will be similar to what FORD faces in the 2010s they would have to call back their products from customers leading to a big downfall in their stock prices.. At the end of the day it takes a lot of things to go right for a company when it grows but if one single thing goes south it can lead to the downfall of the whole organisation...
@hanu9889
@hanu9889 4 ай бұрын
Hey Team Think School I've been a fan of your insightful financial contents. Your ability to break down complex topics is impressive. Could you please consider creating a video on the current Andhra Pradesh Pradesh financial position? Your expertise would be invaluable in helping the citizens of the state to understand and navigate the economic landscape. Looking forward to another enlightening video as the current media has totally confused everyone.
@abhilashkumar1009
@abhilashkumar1009 4 ай бұрын
We are happy to see Indian Automakers are growing rapidly🎉
@rajappakumar
@rajappakumar 4 ай бұрын
During the vertical integration explanation, the huge capital investment made to achieve it has been missed. Would have been better if told.
@sony5244
@sony5244 4 ай бұрын
Yes 100% correct , after sales service is the key to sucess besides orher factors. I owned an Ola S1 pro and so far ola has provided good after service to me , the quality issue is still there in my ola S1 pro, Hopefully ola will improved on this.
@BiobyNishit
@BiobyNishit 4 ай бұрын
Keep posting about IPOs sir, no one can analyse & represent in depth data with every effecting factor of a company better than you
@ajayrajan8882
@ajayrajan8882 4 ай бұрын
One additional note you should have added in the video itself: "If OLA electric can do vertical integration, all the other big players like TVS, Honda (who actually have deep pockets already & don't really need to rely on investments), can do vertical integration too. And these are the titans of the industry who actually know what needs to be done to make a two-wheeler successful. No way OLA electric can beat them being completely new in the industry, after all it is OLA, not Tesla. Bhavish Aggarwal is smart enough to sell his narrative as being the Tesla of India - but it will just always be a narrative & not the Truth"
@AgenuineguyVS
@AgenuineguyVS 4 ай бұрын
Sir may i pl know which watch u r wearing? Its looking awesome.
@shortmovieshub
@shortmovieshub 4 ай бұрын
You are very clear in teaching ... Its not a miracle u reach 10M soon ❤
@sathyamanikanta2784
@sathyamanikanta2784 4 ай бұрын
24.54 THATS TH REASON IM YOUR SUBSCRIBER SINCE U HAD 300 SUBSCRIBERS IN 2021 .....UR CREDIBILITY AND UR FOCUS IS ONLY BUSINESS CASE STUDIES ✅🔥🔥💥
@adityarajsharma6582
@adityarajsharma6582 4 ай бұрын
Hii Ganesh! I am a consumer of your content from Madhya Pradesh and I request you to create a video on the problems of my state, the pros and cons and what are the best buisness opportunities to invest in. Also please include some best and worst decisions made by Shivaraj Singh's party and what the next cabinet should learn form it and how should we invest in our state in future.
@wonderer.r4062
@wonderer.r4062 4 ай бұрын
It's not a political analysis channel Hope you understand that
@R1muru07
@R1muru07 4 ай бұрын
I just taped to watch was because I saw your new thumbnail..... It was begging to watch it😊... Good job sir
@vishalahirrao3621
@vishalahirrao3621 4 ай бұрын
Thanks for such a simplified explanation of Vertical integration, I got amazing ideas on how i can use the same concept in the context of my current company's products to pitch our corporate customers.
@piyushjain4349
@piyushjain4349 4 ай бұрын
Perfectly described case study helped a lot in my project and in learning to❤
@vineetpandey271
@vineetpandey271 4 ай бұрын
This video is class apart. Truly love your content Ganesh! Keep up the best work 🤜
@prathameshp
@prathameshp 4 ай бұрын
Best ipo research analysis seen on KZbin by far Very helpful
@MAHESHKUMAR-ny8zn
@MAHESHKUMAR-ny8zn 4 ай бұрын
Thank you so much for the super simplified explanation of vertical integration.
@dipanshuraghav5997
@dipanshuraghav5997 4 ай бұрын
The video is very informative and precise, absolutely amazing! One of my favourites!!!
@pranavupadhyay4389
@pranavupadhyay4389 4 ай бұрын
Start watching at 3:40 when the intro and the promo ad finishes.
@praisondavid
@praisondavid 4 ай бұрын
Thanks for explaining this so well. Appreciate your efforts!!
@jayaprasanthcg
@jayaprasanthcg 4 ай бұрын
Master class of finance with sharan is actually a 3-4hr long ad campaign for his 1% club. Not anything more than you find on KZbin by following quality content creators. Please don't promote his content/products, he might ruin your name.
@akshatchokhani
@akshatchokhani 4 ай бұрын
One thing i understand is that this E mobility space (at least for now) is highly dependent on govt subsidies. Its very hard for these Co.s to reduce cost (also explained by founder of ather in nikhil kamath's podcast), Even for a good vertically intergrated Co. Like OLA its difficult. Either they have to reduce the cost or increase the TAM which is above 1L.
@suraj_bini
@suraj_bini 4 ай бұрын
Bhai sahab, excellent and perfect editing ❤
@utkarshkothimbire1484
@utkarshkothimbire1484 4 ай бұрын
I learned the "Verticle integration" concept from this video. Thank you for making this video.
@barryobrien1890
@barryobrien1890 4 ай бұрын
It's really badly explained. Where are the Domino's and Pizza Hut wheat farms. He never explained why you don't vertically integrate commodities
@kaushalfalwaria289
@kaushalfalwaria289 3 ай бұрын
This is tje best you tube knowledge base channel
@joydeepsharma1
@joydeepsharma1 4 ай бұрын
I love the matrix explanation you've presented in this video. But, the graph at 19:49 was confusing for me. As, it had nothing scooters and bike with a color transition and the bike wasn't required to be showcased. Overall, lovely video.
@santhanraghava1
@santhanraghava1 24 күн бұрын
What about the initial huge investments done for vertical integration. Doesn't that get added on the product?
@NohidChougle
@NohidChougle 4 ай бұрын
You could have added the recent article by ft and Reuters on OLA after sales service. It sucks currently. It's far from being reliability as Activa and often kills the point of having low maintenance electric vehicles. Also, entry of players like Honda, Suzuki or any Chinese two wheeler manufacturers would change the game. It has 2-4 years to improve, until the market hits back.
@prajna_meher
@prajna_meher 4 ай бұрын
Thank you Think School for such a deep research and imp insights. Please, do more, i am getting value of it.
@NaveenKumar-rc9ot
@NaveenKumar-rc9ot 3 ай бұрын
I hv ola s1 pro, purchased in april 2022, till date i not gone for services. I m happy with Ola S1 pro.
@iharshtiwari27
@iharshtiwari27 4 ай бұрын
Bro the example of vertical integration is really awesome but in 1st scenario profit is of - 42.85% And in 2nd scenario it is of - 76.99% 😊
@pradhumnverma5485
@pradhumnverma5485 4 ай бұрын
Profit percentage will be calculated on selling price (30% of 200Rs = 60Rs)
@iharshtiwari27
@iharshtiwari27 4 ай бұрын
@@pradhumnverma5485 bro profit is always calculated on CP Let suppose I bought a pen for 100 rs and sold it for 120 for my profit will be of 20% not of 16.67%
@ArjunThatai
@ArjunThatai 4 ай бұрын
​@@pradhumnverma5485esa kabse hone laga bhaya?
@zero2one1
@zero2one1 4 ай бұрын
😂😂😂😂😂
@iharshtiwari27
@iharshtiwari27 4 ай бұрын
@@ArjunThatai 😂😂😂
@marketingwithsharryy
@marketingwithsharryy 4 ай бұрын
Next Level Gyan diya hai bhai ne , dimag khul gaya 🤯
@alifepenneddown
@alifepenneddown 4 ай бұрын
Important thing overlooked in vertical integration was that the scale factor can get you better price from specialised supplier. If you have to produce the same, cost of procurement wouldn't be same as the cost of production of supplier + you would end up having substantial debt for your CAPeX
@akashghosh3152
@akashghosh3152 4 ай бұрын
Thank you so much for such an insightful video
@purasin.nitish4551
@purasin.nitish4551 4 ай бұрын
Your PPTs are more than awesome...It reminds of my old day when I used to work for Byjus as a content developer...
@jackrulz08
@jackrulz08 4 ай бұрын
Superb research and development team of creating quality content by Think School & Team 👍🏻
@priyanshchanchani
@priyanshchanchani 4 ай бұрын
Ola will have some serious competition given Hero is increasing its stake in Ather. With Hero's vast distribution network and capital might, it would be difficult for Ola to complete. Once again, a brilliantly researched and presented video, loved the summary part at the end. 😄🧿
@barryobrien1890
@barryobrien1890 4 ай бұрын
So why is the Vida a flop and Ather should be number one given its first leader advantage. Seems like Ola is now the company to catch. Sales are consistently growing and they have a roadmap for bikes in 2024 and a car by 2026. Ather/Hero have a new expensive 450 ultra and.....
@Conqueror25
@Conqueror25 4 ай бұрын
15:27 How is BYD and LG having the same % in the pie chart have different sector sizes? Shouldn't both the 13.6%s be equal? or is there something I'm missing?
@imgharsh
@imgharsh 4 ай бұрын
If we consider that Suzuki or Honda also enter the ev market , so do you think ola will sustain with vertical integration
@SUBHADEEP_SASMAL
@SUBHADEEP_SASMAL 3 ай бұрын
The dominance has Maruti Suzuki,Hero , Honda , TVS in the Indian market to a great extent that easily they have a competitive advantage alongside vertical integration and mainly Monopoly in the Market. As Ganesh bhaiya mentioned, who will achieve under 1 lakh range scooter or bike along with three parameter quality price margin. They were dominating next EV market in India. In my view the battery is the essential part of the ev vehicle.All essential raw material for manufacturing a battery is important and must have been a vertical integration and strong supply chain, only who will able to dominate next EV generation.
@srihari_views
@srihari_views 4 ай бұрын
Loved it. As usual, very detailed case study. Good to see how you KZbin guys are collaborating with each other. The other day you in Ranveer podcast. Today with Sharan and mentioning Rachna's name. All the best!
@SAMARTHDUBEYZ
@SAMARTHDUBEYZ 4 ай бұрын
rachna who?
@srihari_views
@srihari_views 4 ай бұрын
@@SAMARTHDUBEYZ CA Rachana Ranade youtube.com/@CARachanaRanade?feature=shared
@hrishi_game
@hrishi_game 4 ай бұрын
Why is Bhuvan Bam on your Thumbnail?😅
@dhirajvanarase4331
@dhirajvanarase4331 4 ай бұрын
Very well explained case study. From my understanding mahor factor play role in India is PRICE. If anyone started selling 2 wheeler EV at price maximum 1 Lakh with or without subsidiary will be the winner. Thanks
@bhavyaanand6442
@bhavyaanand6442 4 ай бұрын
Bro what are you holding in your hand ?
@ThatGuy-es8xt
@ThatGuy-es8xt 4 ай бұрын
But vertical integration will increase capital cost .... is that included in the price?
@TheUnexplored
@TheUnexplored 4 ай бұрын
Great insight, I request you to make a case study on travel companies in India.
@falcigo
@falcigo 2 ай бұрын
WOW what a case study ❤.
@prabhat3691
@prabhat3691 4 ай бұрын
Please make a complete case study on Britannia, how this company evolved and how they got success. Thanks in advance
@anjitakhandelwal5040
@anjitakhandelwal5040 4 ай бұрын
Hi Ganesh.. Im requesting you to please make a video on Sustainable Finance / ESG investment.. As i hardly fund any good video or cases on these
@ashishmishra2167
@ashishmishra2167 4 ай бұрын
Amazing content, well explained. On a lighter note, Is it me only who is not able to see the the mike in his hand.... ;)
@sathyamanikanta2784
@sathyamanikanta2784 4 ай бұрын
Very well put to understand the COMPLEX AND HUGE REPORT .....💥🔥🔥🔥🔥🔥✅💯
@Ashutosh-ahhkgdo
@Ashutosh-ahhkgdo 4 ай бұрын
Advertising Sharan is like advertising scamsters
@siddarthbhanuri4875
@siddarthbhanuri4875 4 ай бұрын
But for having vertical integration in your business the initial investment is way too high right? Also it comes with other risk factors for example the pizza store itself, if we have our own land and factories, other risks get added to those entities as they can be considered as another business by itself supporting for the main product
@shashwatgupta4613
@shashwatgupta4613 4 ай бұрын
@ThinkSchool could you start series by sector Like SaaS: key metrics; big players; future opportunities; futurr landscape etc.
@chaitanyasai775
@chaitanyasai775 4 ай бұрын
Liked the summary at last part of the video, it really plants in brain what we learnt.
@rameshmohata
@rameshmohata 3 ай бұрын
You missed the basics , for vertical integration you need to have intense capex which comes with interest and amortization which will pull margins drastically. And this is in addition to the headache of managing non core activities.
@dhavalthakkar9026
@dhavalthakkar9026 4 ай бұрын
@Ganesh Case study on Tesla, especially on Goodwill part of view
@Sundaram_Vaibhav
@Sundaram_Vaibhav 4 ай бұрын
Can somebody tell what is that intro bgm??
@sundharalingam_n1510
@sundharalingam_n1510 2 ай бұрын
I am having Ola S1 pro. Riding experience is awesome, but service is very bad, still issue with some software glitches.
@mapa5497
@mapa5497 4 ай бұрын
One question.. can they too make their charging stations public and available for all types of EVs?
@navneetswaraj
@navneetswaraj 4 ай бұрын
Kudos to your effort bruhh 👏
@user-to4rb8ne6z
@user-to4rb8ne6z 3 ай бұрын
Thank s for sharing!!!
@vishwapatil8030
@vishwapatil8030 4 ай бұрын
Sir What about their management and their subsidries...
@chiragathwani4110
@chiragathwani4110 4 ай бұрын
There were some editing issues: 1. Price comparison chart issue for bike prices 2. Tick marks on 3 critical table 3. There were some value mismatch during pizza example
@akshatverma6889
@akshatverma6889 3 ай бұрын
I remember one KZbinr whose videos I absolutely loved but he retired soon. Shoutout to nigahiga! Hit like if his exit made you sad.
@RajIndia31415
@RajIndia31415 4 ай бұрын
Ganesh, absolutely brilliant content as always. One suggestion is to start using timestamps in your videos. It makes consuming and navigating much easier for users. Keep rocking.
@RajPawar-by9cv
@RajPawar-by9cv 3 ай бұрын
Very informative video but I did't understand one thing , why bhuvan is on the thumbnail.
@vikrambellanki
@vikrambellanki 3 ай бұрын
How to avail discount charges are same
@piyushrawat3242
@piyushrawat3242 4 ай бұрын
Sir can you guide us how to make your research report please
@sudheendrachauhan
@sudheendrachauhan 4 ай бұрын
Margins after vertical integration need to be adjusted with amortisation of capital expenditure made for setting it up. It will be lower than what’s been shown, depending on the size of expenditure
@mayankdas1595
@mayankdas1595 4 ай бұрын
Bro forgot to add mic in the VFX set-up!
@_Sumit_singh_
@_Sumit_singh_ 4 ай бұрын
Their global outlook and robust business model position them as a frontrunner not just in India but on the world stage.
@jbreigns3501
@jbreigns3501 4 ай бұрын
Hi guys, can anyone pls name the background music that came at beginning of video 0:07
@vineetlele1489
@vineetlele1489 4 ай бұрын
Startups is all about company valuation & roadmap to reach IPO.
@meetmaheshwari617
@meetmaheshwari617 4 ай бұрын
Ola gives worst after sales service 😅
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