Ola vs Ather: How Ather's IPO Will Defeat Ola | Business Case Study

[@kalpkabravlogs]

00:04 Ather aims to challenge Ola's market dominance with a significant IPO. 02:01 Ather's IPO positions it to outpace Ola in the EV market through trust and innovation. 03:58 Ather focuses on quality over quantity in scooter production. 05:57 Ather's focus on R&D and software integration positions it ahead of Ola. 07:53 Ather's marketing strategy is crucial for expanding its market presence in India. 09:55 Ather's strategic approach to bikes and distribution challenges Ola's model. 11:53 Ather's asset-light franchise model enhances scaling compared to Ola's troubles with service. 13:55 Ola's PL advantage and Ather's focused integration define their future.

[@TheConcernedIndian]

I really respect what Ather has built over the years. The founders are not brash, overtly public. Classy folks who have really built & pioneered India's EV space. Let history show that even though they are second to go public, they championed the industry by themselves.

[@Aditya-ud6km]

Ather over Ola anyday !!

[@xtremeworld2005]

Ola scooter is better than ather. Problem is in service

[@Arts11234]

​@@xtremeworld2005its like saying iphone is best but only problem is network connectivity ! 2 wheelers are supposed to last 15 years so you don't think you require a proper after sales service from the manufa turer ?

[@iskalasrinivas5640]

Then stop buying ev altogether because that is what you end up with

[@Hello-kh6bk]

Time will tell. OLA is still a young company (not even 5 year old), yet they already have their own battery tech and big ambitions. Their focus seems more on the future than the present, and they lack experience compared to Ather, which affects their services. But as a new player, they can improve, this sector needs time and investment to grow. Let's give them more time

[@ashok_ign5623]

​@@Arts11234itna battery chalega Ather ka?

[@anishchattopadhyay8779]

Ather is the real Tesla in India

[@sayyamjain9708]

Ather is the real Ather don't compare everything from the west. Tesla don't even make 2 wheelers

[@mr_chethan_kumar_shorts]

Yes ur right ❤

[@xtremeworld2005]

@@anishchattopadhyay8779 Then ola is BYD

[@sanjanind]

Use Ather then you will find that how bad the service price is. If ola start charging that much of ola then they can give same service.

[@Prashant_Pandey4]

@@sanjanind yes that is what I have to say , an EV company can't be like ICE company , Ola initial versions are bad that is why their are lots of complaint but as the tech will improve they will require minimal maintainance afterall it is an EV , and we are seeing it as well newer products batch is much better quality .

[@Ankit_fromEarth]

Ather is really made in india designed in & for india

[@ANR1122]

They worked for years to make everything perfect, till now they are focused on quality over quantity. That is why they are still not available in all the cities

[@SreehariVariar]

Except for battery, motor and most of the electronics like the touch screen.

[@kriraushann]

I am Ather customer since 4 Months And Its awesome. Sasta Roye baar baar Mehnga Roye ek baar

[@abheetnigam]

Startup IPOs are getting hot 🥵

[@vinaykumarn3475]

Zero issues since 2 years of using the Ather and that means Zero maintenance cost. Battery degradation is very less of just 3% which tells about the quality of the battery

[@Amuzic_Earth]

I have been riding for over 3 decades and driving for over a decade and owned and used a lot of vehicles. Ather is the most reliable vehicle i have ever used..Period. I venture out solo in the wild all the time(I live in the Terai region) and without a reliable vehicle it would actually be pretty dangerous. I just need a long range electric mototcycle and I wish Ather made them.

[@drury2d8]

is 300 km range ok for your requirements?

[@gaurav2946]

Why has the government taxed 18% GST on charging stations? That is how EV adoption increase. Govt ki kathni aur karni me jameen aasman ka antar hota hai.

[@forbidden_lion]

Nirmala Sitaram is the worst FM the world has ever seen. Completely clueless and uneducated, undeserving woman

[@gaurav2946]

@forbidden_lion yes you are right. But when GST implemented all credit went to modi instead of the then FM. So what modi is doing or the BJP's IT cell found a way to divert hate to the FM.

[@forbidden_lion]

@@gaurav2946 The whole BJP cabinet is high on pot along with their supporters. It is already too late to recover so no there's 0 scope of improvements. Even if a better party come to rule it will still take a minimum of 60 years to recover... And I'm not talking about India being a developed country just to recover the damage that's done.

[@Amuzic_Earth]

13:23 The editor lacks basic geographic knowledge.

[@abhishekchandrappa5384]

Yeah, I was about the say the same. As usual typical north Indian mindset. They have no clue over South India even after 78 years and living here for decades in search of education, jobs and a better life. For them south means madrasi. Ather has Engineering/R&D office and HQ in Bengaluru and not a manufacturing site. Yet this guy says the company has 2 manufacturing sites in Bengaluru and Hosur as if they manufacture scooters inside a metro city like Bengaluru. The marking on map is also wrong. Hosur is in TN and they showed AP. For the new facility in MH they showed north Karnataka.

[@GauravSharma-dy8xv]

Chil dude chill u came targetting all the North over one person's mistake😂​@@abhishekchandrappa5384

[@Smddlvvs]

All the features being implemented in Ather can also be developed in Ola. The key question is how Ather will perform when it scales to the same level as Ola. While focusing on a single product can be beneficial, many companies, including Ather, are investing heavily in hardware and battery manufacturing, whereas Ola is working to handle these aspects in-house. Based on current statistics, we cannot definitively conclude whether Ather is a good investment or if Ola is an excellent company. However, I prefer to go with Ola due to the founder's vision and the rapid pace of implementation.

[@শুভঙ্করবিশ্বাস-ভ৮শ]

Athar never able to beat ola ... because of the high price and and Athar is not available every part of india..... only drawback of ola is there service... if they provide service thana ola will remain king

[@abhimanyuprasad8803]

India is a price-sensitive market, and Ola is capitalizing on this by opening over 1,000 service centers across the country. Starting January 26, 2025, Ola will produce its own cells, which will account for 70-75% of the cost of an electric vehicle (EV). This move will give Ola a competitive edge by significantly reducing costs compared to its competitors.

[@Imperial791]

So you think ola can do it and others can't, olan musk literally copies names and the product he sells has been acquired from Netherlands and opening 1000 service centre is only a white wash

[@abhimanyuprasad8803]

​@@Imperial791 obviously other can't do because not a single brand working on cell devlopement and manufacturing they are totally dependent on china for cells they can just bargain for trade discount. Tata motors using JLR design team he is copying, Mahindra using sangyong korean platform to manufacture xuv 3x0 he is copying. then in my view copying is far better than importing.

[@asheemmishra2405]

I believe having in-house battery manufacturing is Ola's unfair advantage, They may start selling their batteries to other manufacturers aa well. So we can say Ola as a company has 2 products, EV two-wheelers and EV batteries.

[@GauravSharma-dy8xv]

Ola can start and expand on India made battery and cell business and provide batteries to literally all wearable companies like boat and others at cheaper rate. They can literally end China's monopoly in case of battery market

[@theordinaryguyparvez3157]

Ather is the real destroyer of ICE AGE . Love to Ather ❤ for making reliable and good scooters and not just scamming customers

[@anshulsharma9424]

I will going to buy a lot of share of ather after the hype because i have been following this company from early days and i think it has long-term potential to be global company.

[@Cmunx]

Something in me feels ola will be wining this race...but ather will be not any short either

[@abhishekchandrappa5384]

Its not an even comparison in the end because as the guy said both target different segments and customers. Ola is about quantity and mass market targetting customers who want affordable scooters. Ather is all about quality and people who value great design and appriciate better quality products and don't mind paying a premium for the same. India is not about cheap products anymore. We have come a long way from that. Only issue is media wants to highlight only the poor side of India.

[@Prashant_Pandey4]

@@abhishekchandrappa5384 Ola is anyday more innovative than Ather , what premium you are talking about also ola has range of scooters their most affordable scooter is 75k and premium is 1.3 lakh, and as technology is improving ola scooters are improving and at you can see it as well newer version is much better compared to inital version .

[@Prashant_Pandey4]

@@abhishekchandrappa5384 Ather scooter expanded very steady growth that's why their costumers are less compared to ola and that's why less complain but ola expanded very rapidly and again this service issue is not to stay because EV is game of tech and margins , in both ola has an Edge.

[@abhishekchandrappa5384]

@@Prashant_Pandey4 Premium means build quality, reliability of parts etc etc. Ather also has issues here and there but the scale and number of complaints from ola is just as bad as their cab business. The engineering on Ather is next level. Premium also means where ola ends Ather starts. That says a lot about how the products are priced in the market. What innovation are you talking about? Ather are not sitting idle. They also have a lot going on as explained in the video. Ather is focussed and dedicated to quality whereas ola just like their owner is focussed on market share and PR stunts.

[@asheemmishra2405]

​​@@abhishekchandrappa5384 Can we say Ola is what Hero/Bajaj is and Ather is what Eicher is in the world of ICE two-wheelers (specifically bikes)?

[@ParagThoratt]

I think Ola has great plans for future they have battery cell and they are upcoming with many new things

[@jenilsoni9519]

What future if they’re failing to serve the present? There will come a time when ola actually has good reliable products but nobody will buy them bcz their reputation is already ruined.

[@CuriousSamurai-c5d]

Ola always ❤

[@bhavyagada6027]

I agree with everything but personally speaking I own a ather 450x in mumbai and man it has issues. It comes up with different software or random issues every 4-6 months on top of that despite being in a tier 1city service provided is abysmal like literally right now if something is wrong with my scooter and I want to get it service I have to wait for like 20-25 days for their appointment and there are only 3 service centres across entire mumbai.

[@Soorya-ry6ov]

For investing: OLA For buying: Ather

[@llawliet365]

Nah better to avoid Ola Electric stock to avoid loss. It will continue to fall. Most likely will Ola keep making losses and at one point may have to declare bankrupcy.

[@xtremeworld2005]

​@@llawliet365 on what basis. 70/ per share has strong fundamental.only negative point is profitability

[@xtremeworld2005]

​@@llawliet365ather is also loss making company and most of the shares of ather energy is owned by hero. Hero might use R&D of ather in hero ev scooter.same thing was done by Google to motorola

[@harehare3488]

Ather is Awesome..... Riding experience is so pleasant n perfect.

[@ananaykaushik7724]

Ather has done organic growth , thoroughly testing the product over the years , understanding the range requirement of the daily commuter while keep the product fun enough to ride. Ola on the other hand has just over- promised and underdelivered, burning investor's money to the ground . Overall a great insightful Video❤

[@giridharjoshi7794]

Longevity ✅ Longetivity ❌ Rizta ✅ Ritza ❌

[@kvijay6409]

I see ather as a deep tech company rather than an EV. It might take time to get into market but, I think they will

[@Upkar_kumar]

According to me ather is like iPhone of ev scooter industry and ola is like android 😅

[@amritanshu.mittal]

You guys are really discounting the legacy players. I feel they will ultimately rule the market

[@kunalsinghal1247]

Yes TVS and Bajaj will own it too. The only obvious thing is the downfall of OLA unless the company changes.

[@ShantanuTaware]

Bhai baatery ka benefit to sirf ola ke paas hi hai

[@AdityaSingh-fg7fs]

Bhai bhavish agarwal ki baat pe bharosa mat krna. Emi chalti rahegi, gaadi khadi rahegi

[@abhilashhebbarmu]

Hi make us video about the success of ultrahuman ring

[@s1978k]

Insightful ❤

[@vanithamv9573]

Ather’s strategic edge in EV innovation and customer loyalty could set a strong foundation to outpace Ola in the IPO battle."

[@jagdishanand2560]

Very nicely explained

[@suyashgaikwad2564]

11:03 need source for this claim of "Most Indian users don’t buy their iPhones online"

[@Brodragon2225]

the premium experience bro

[@ramdarashmaurya7583]

I think its time to have a change in mindset from tesla of india to ather for world

[@ShankaraNarayanperdoor]

❤ happy Atherian from the past 2yrs

[@Artivule]

The main players who are ruling the two wheeler segment since independence won’t let any start up to survive. Both ola & ather will lose relevance in the foreseeable future. Its a tedious task to make a identity in Indian market albeit its an easy process for east asian brands as indians prefer foreign over indigenous options and thats an acceptable way I would suggest if you doesn’t want any fuss. Ive been using ola from last two yrs & the experience is really great, however, my brother wouldn’t say the same. And yes we have seen a lot of anti ola campaigns in the past one yr in sm . Ather has its own version of product issues too which are ignored swiftly. Lets see for how many yrs ola will survive ? I would be astonished if they make it to decade. Ather vs Ola will continue i assume.

[@ShivammDubey_]

Ola electric is best for long term.👍🏻

[@adilkhanmansuri5691]

Nice joke 😂😂😂😂

[@alarse9815]

Nah it's true like 80%​@@adilkhanmansuri5691

[@darkside2947]

Kitna paisa mila hai

[@UmangSonii]

I have invested in ola electric.😍

[@gaurav2946]

Ather really works on their products before launch. But they are too slow, they took too much time to launch a product like rizta.hello ather not everyone wants a sports scooter.

[@Krishna-ez1xy]

ola complain increasing day by day i will prefer ather always because i dont think ather have any complaint

[@Hunterr077]

Ather > Ola all day and everyday

[@vimalprince4467]

Ola's approach to vertical integration is much appreciated but ffs focus more or reliability and aftersales service.

[@factbyabhishek]

We not only need to move to ev , but also need to move to green engergy , now our largest of electricity is produced through coal and other proteolum products .

[@stopitsuraj]

Ather is amazing but not in most PPL's budget, thats why ola sells more scooter

[@shitalmagdum5004]

Ather is best

[@niveshjain5522]

I think throne was torn to shreds already

[@KaranGaikwadd]

I am the owner of ola s1pro and using it for more then 2 years now without any single issue

[@SonuArora-d1w]

Right Ather has big plans😀

[@SreehariVariar]

yeah.. Chetak was used by everyone in the family. Chetak was popular because there was nothing else available at the time. Our markets were artificially closed.

[@ParthChouhan_]

Future is green and electric with ola electric

[@NagelliPrasad]

Before I have Petrol bike, only I visited official service centre when I have free service for first time but for general service or any small reasons and later also I have not at all visited official service centre because I get service near to my home at reasonable cost. In nearby future the service issue will not be a major issue, the same thing will happen with EV two wheelers as like petrol bikes we will get easy service in our nearby homes. Further as like our middle class people want a product with low price, low running cost, high class look in low price that what’s EV two wheelers market doing. In which Ola is in front row.

[@vilaschavan3811]

Noting new But very good head to head comparison

[@xtremeworld2005]

Ola scooter 🗿🗿 Ola service 🤡🤡

[@vaibhavjain8323]

Ather ❤

[@harrykz3117]

Ather should be in budget with good range.

[@govindsingh9201]

Wait for Honda ..India is waiting for good quality and style

[@hirenshrimali8552]

I request ather to please implement abs system on top varients.

[@kalyannnBH]

Ola will be back and become a good mass brand. Ather will be premium but will be limited to middle and upper level.

[@RohitPawarr.]

Ola scooter are cost efficient and also its performance is superb

[@sriraman6243]

Bro you have missed the ather charging network

[@Anumontube]

Price and service reliability matters ... thats india

[@dhruvsovasaria]

ather is so consumer focused and ola is profitablity focused

[@vishnuteja2610]

Their approach is different Ola is trying to win things by economies of scale where as ather is trying to be perfectionist, both companies moto is getting profitable

[@mrinmoyroy100]

OLA is great company, manufacturing is difficult.

[@aniketdhamale1547]

Really knowledgefull videos recently subscribed to ur channel and love them❤.

[@GrowthX]

Thanks and welcome aboard!

[@rahulgaikwad251]

Ather seems like a marketing company. Store hum khud kholte nahi, battery aur motor hum banate nahi, seems like sirf marketing karte hai 😆. No MOAT in the company

[@pearspunitbansal]

ATHER KING OF EV SCOOTERS

[@rsw7231]

Ather is the Best electric Scooter of India❤

[@theordinaryguyparvez3157]

Ather is far ahead in EV game. OLA is so messed up

[@aaryanganglas]

i saw the thumbnail and had a laugh , bajaj is gonna be the real contender here and dominator too

[@GowthamV07]

Ather is being lazy. OLA software and hardware ( Leave the quality issues aside ) is much much better and hardware is catching up as well. ! Ather is being left down in the dust by ola with it's own battery plant. So who is into R&D is it ather with its no battery plant or OLA with it's huge R&D in battery cell which is the main part of a EV anyway?

[@GowthamV07]

Even tesla had Quality issues like ola does not. This can be fixed with better quality control.

[@TheConcernedIndian]

Ather is better in quality any day. The only thing that needs to catch up is their marketing.

[@stopitsuraj]

​@@TheConcernedIndianbut in that budget, their scooters are not for the masses

[@gametasticps4549]

Lol that’s why they have 80k complaints every day

[@raghav4608]

You realize you contradicted yourself in your first sentence right? How can Ola be much much better & have so many complaints/issues? 🤷🏾‍♂️ BTW the batteries which Bhavish showed off on stage few months back are not unique/patented to Ola, he's a master of hyping things, that's about it. He's jumped from ride sharing to e-bikes to AI to god knows what next. Just milking the market, but the public markets are not fools. They are not buying the hype story anymore.

[@ashok_ign5623]

customer loyalty with Ather ? Then Why sales going down ?

[@satvikmishra0]

See... I will say on ground... Ola has better presence and in long term Ola will win... It's just that because it's a startup there are some issue which I mainly think is because Ola is not able to manage the expectations of such a huge demand of people buying their vehicle... But they always improve on the feedback of people none the less.. You can see that with their every vehicle they have implemented audiences feedback and created better products... I still have an optimistic view for Ola... And not at all think the Internet stuff heavily... I mean yes there are some problems with Ola and not with everyone but very few people... But it gets exaggerated on the internet too much... I as an Ola Owner myself thinks that now I won't be able to revert back to Petrol scooters now... It's so much comfortable and does not require a penny... And for service problem... The lack of service staff for electric vehicles is universal but as the demand will increase so will the people with expertise in these vehicles too... And Ola has promised to double their service centres by December... Even if they do it March or April it would be great and a testament that they are doing there best to improve from customer feedback and are trying easy adoption of electric 2 wheelers in India... And people on the ground understands it that's why there scooters sale are so big... Also because Ola is catering to every price range with impressive scooters so... Ola will continue to rule the ev 2 wheeler market at this rate... And Ather don't face such issues because their market penetration and product sales are still a fraction of Ola... So less sales.. less problems discovered and less Ho Halla on Internet.. simple logic...❤❤

[@aurabindaghosh4559]

I can understand your emotions towards ola but word of mouth is very negative and it will hinder their future

[@unnisapp6543]

They can come back. But may need lot of financial support to do so. Since losses increasing pumping money might create issues. Surviving and expansion doesn't go together.

[@SatyendraMarina4444]

Do Ather makes battery which is 70% cost?

[@vishnuteja2610]

Let’s go by your logic within just 3.5 years in market Ola they started producing their own battery with 23% work force in r&d. Then what about 10 or 15 years in the market where will Ola be

[@GauravkumarK_A_]

ola has battery advantage other players don't, ather has quality but it comes at cost other hand they are slow at launching products it would impossible or very hard for ather to beat ola

[@SheShaved]

Elevate Your Cooking with Mustard Oil!

[@aryasid1893]

I need a collaboration of growthx and thinkschool

[@Nayan__Shahh]

Dekho future to Evs ka hi hai and ola is at the front foot to revolutionize the country

[@jenilsoni9519]

Don’t know about revolutionising but they’re definitely ruining the image of our country. Ather is the real deal just wait and watch

[@TheThoughtfulBiker]

निखिल कामत ✅ कमात ❌

[@Kavyatej]

13:32 oh the TMV music... why?!?!

[@jacobgeorge4667]

can you study ITC ?

[@wizard_9662]

Don't be a fanboys! Support competition!!!

[@brownadam999]

Ather >>>>

[@Princee_Yadav_]

Ola Electric🙌👑

[@Atharv_Joshi0303]

Ola is better in everyway🙌

[@ankitgupta5039]

I love ather

[@RJ-dp9cf]

Bro started with we read 500 pages so that you don't have to... then share the same thing we all are aware of through media etc...

[@sanjanind]

I thought about this video is more about ipl profile loss statement, turn out to be another ola vs ather

[@prashnought]

Growthx memberships cost an Ola s1, they might have a product like Ather, I feel!

[@sarthaktelang05]

I request you to make a detailed case study on quick commerce storm & entry of gaints from the likes of reliance, Amazon & Ola.

[@manjunath1905]

Definitely Ather is solid company. But this video is half baked. Ather 340 is no more available but this video showcases that as lowest price model. Market share data seems to be obsolete as current year shows a different story. Why is fundamentals like cash burn , cash flow of company is not being discussed

[@Prashant_Pandey4]

Ola is better , their tech is superior , their model is superior and in long run they would able to make more profits than ather because inhouse production of costly components . People are saying that service is problem actually it will not , because as the tech will improve the scoter will require very minimal service and we are seeing it as well initial version was worse and with each newer generation scooter is improving in quality and I think is time test for ola , if ola will survive , ola is going to disrupt like zomato.

[@SwapnilGore5]

Ola ev has the largest market share in the market so the company has potential to do great and it already doing

[@sahoodr7576]

at the end only TVS & BAJAJ will rule...😂

[@branzusgalarieo1574]

Ather bohot expensive hai. Emi pe almost 2 lakh taak jata hai.

[@saadanqaisar9291]

Always ather over ola even it is expensive at least they are giving quality product

[@gauravrathore2644]

ather can be good but they import parts from china and assemble and they have fine of 350 cr custom duty. 1. ola is making own cells which are better as they show all parts in ola are built in india each and every single part and wire boath compnies are good lets see

[@vickydash13]

Ather only cracked the product they have a good product. But marketing Bad, service Bad, pricing worst, serviceability pretty bad. They are selling 10 times less than ola and TVS . in future TVS and Bajaj will rule the EV industry.

[@notabibliophile1518]

What a video 👌

[@rakeshkumarrout2629]

Its okh to support ather but the range and price should cut down