Asia Consumer Research, Investory

Devi Subhakesan

Asia Consumer Sector Focus. Fundamental Research.

Experience: Equity research analyst with Buy and Sell-side Institutions. ASEAN, India & North Asia Markets. Consumer Discretionary, Media, Textiles, Oil, Gas & Coal sectors. 
Mindfulness and Meditation Enthusiast.

Asia Consumer Research

Ola Electric: India's First EV IPO - Key Facts, Financials & Valuation

Slower E2Wheeler Sales with Lower Incentives: Ola Makes Lemonade when Market Throws Lemons

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Capital Markets

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<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener"><strong>Ola Electric (1700674D IN</strong>)</a> <strong>'s IPO</strong> appears attractive versus peers based on valuation analysis, supported by detailed sales and revenue projections.  </li>
<li>Expect strong near-term revenue growth driven by its dominant market presence, e-mobility expansion, and potential entry into the e-motorcycle segment.</li>
<li>With a significant head start in the rapidly growing e2W sector, Ola's robust product lineup, competitive pricing, and strong brand make it a compelling EV play.</li>
</ul>



Ola Electric (1700674D IN) 's IPO appears attractive versus peers based on valuation analysis, supported by detailed sales and revenue projections.  
Expect strong near-term revenue growth driven by its dominant market presence, e-mobility expansion, and potential entry into the e-motorcycle segment.
With a significant head start in the rapidly growing e2W sector, Ola's robust product lineup, competitive pricing, and strong brand make it a compelling EV play.


Ola Electric IPO: Valuation Analysis. A High-Voltage EV Play