Ola Electric is riding a strong wave of investor confidence after its major announcements on Independence Day at the Sankalp 2025 event. The company unveiled its ‘India Inside’ vision which has pushed its share price up by nearly 28 percent in just three trading sessions. This surge is being seen as a response to Ola’s bold strategy to secure complete supply chain sovereignty and reduce dependence on imports.
One of the biggest highlights was the introduction of the 4680 Bharat Cell, India’s first indigenously developed lithium-ion cell. By integrating this technology into its vehicles, Ola Electric has taken a major step toward self-reliance in energy storage. The company announced that the new cell will first power the upgraded S1 Pro Plus and Roadster X Plus models which are priced at 1.69 lakh and 1.89 lakh respectively. This move not only reduces reliance on global suppliers but also strengthens the ‘Made in India’ vision for the electric vehicle industry.
Another breakthrough was the unveiling of Ola’s Ferrite Motor. This innovation is set to eliminate the need for magnets with heavy rare earth elements which are usually imported and highly expensive. Founder and CMD Bhavish Aggarwal explained that the company is working aggressively to commercialise the Bharat Cell and Ferrite Motor by later this year. According to him, these changes will give Ola a significant edge in creating a fully independent and locally powered supply chain. The deployment of these technologies will begin in a phased manner starting in the third quarter of FY26.
Ola Electric also gave the audience a glimpse of the future by presenting its new Gen 4 modular platform. This platform is designed to support upcoming two-wheelers, three-wheelers, four-wheelers, and even advanced projects like drones and humanoids. It has been built with the flexibility to adopt future Bharat Cell form factors such as 4680, 46100, and 46120, and will feature advanced motor technologies including internal permanent magnet and ferrite magnet solutions. The platform will be enabled by artificial intelligence and powered by Ola’s own MoveOS ecosystem, creating a complete next generation mobility solution.
Adding to the excitement, the company showcased the Diamondhead motorcycle which it described as the ‘moonshot in motorcycling.’ With features like hub-centred steering and custom silicon design, this futuristic bike is planned for launch in 2027 with an expected price of around 5 lakh. This signals Ola’s ambition to not just compete in the mass market segment but also to enter the premium performance space with bold designs and cutting-edge features.
The timing of these announcements has been crucial. Ola Electric reported strong dispatch numbers in July and ranked among the top three electric two-wheeler sellers in India, alongside TVS Motor and Bajaj Auto. With investor sentiment already positive, the ‘India Inside’ vision provided the right boost, reinforcing confidence in Ola’s ability to shape the future of India’s electric mobility market.
The stock market reaction shows that investors see Ola Electric not just as another electric scooter company but as a potential leader in building India’s own ecosystem of batteries, motors, and platforms. While challenges remain in scaling production and managing costs, the momentum around these announcements underlines the growing importance of self-reliance in the EV space.
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