Whilst I agree largely to what you’ve said, I see certain issues.
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Company doesn’t seem to focus on the issues it has. Rather focus is bringing new sales. Ola E is often compared with Tesla. How both have build issues… But if we see the latest versions of Model Y, there is a significant improvement. I don’t see this attitude of improvement from Ola mgmt.
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You’ve pointed out the OLA E has outperformed legacy 2W in EV sales. Imho, the first mover advantage is very slim in the 2W EV segment. Legacy makers will rush in with massive pockets and flood the market. So it’s only a matter of time, before we see Sales decline for OLA. As we witnessed for Tesla.
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Mgmt team and leadership aren’t focusing on the right place. Marketing is not their role. Let the marketing team and leadership do that.
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As for ICE being cannibalised… Let’s take a look at Ford F150.
The change was smooth. Not complete yet. I think it’ll be a balancing game. Net sales figures may not be amazing for these legacy companies. But revenue as a whole will increase at their standard pace. EV 2W will replace existing models in their own forte. Like- family focused ICE replaced by family focused EV.
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