@HarshVijay competition is always a concern. I feel Ola or any other map company can be a competition if they can create large user base. A large user base shall help improving map, keep real time updates etc.
As of now, MMI seems to have edge owing to its inroads to OEMs. Ola being an OEM itself may not be able to garner auto OEMs as it always creates doubts for another auto OEM.
Ola has mass scaled only two wheelers. So two wheeler may be the area where MMI faces a threat. However, as per my understanding this might be small business for them.
Nevertheless, Ola can be a bigger threat in consumer and enterprise if they have good products. Their two wheeler fleet can result in good data and its likely they garner some delivery related areas (amazon, zomato etc.).
Definitely an area to keep an eye. MMI is there for decades now so it may not be cake walk for Ola either.
Risks are to be managed with allocation and opportune profit takings.
| Subscribe To Our Free Newsletter |
