Investment Research - Asia Consumer Sector, Investory

Devi Subhakesan

Investment Research - Asia Consumer Sector. 

Equity Research experience of over 20 years. Earlier, Analyst for leading Buy and Sell-side institutions, covering markets in ASEAN, India, and North Asia. Expertise spans various sectors - Consumer Discretionary, Media, Textiles, Oil, Gas, and Coal.
Passionate about mindfulness and meditation.

Investment Research - Asia Consumer Sector

Ola Electric's Negative Noise. Maruti Suzuki's Electric Plans: India EV Update

Weekly Consumer Tales: Shopee Youtube Tieup-China Home Price Slump-India's Rising Gold, Iphone Sales

Ola Electric: Price-Cut Gamble, Social Media Blunders, Slipping Sales – Is the Spark Fading?

Ola Electric (OLAELEC IN) : Soaring High - How Much Higher Can It Go?

Ola Electric: Takes Aim at India Motorcycle Mass Market with Competitive Pricing

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

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 Bottom-Up

<ul>
<li>Investors seem concerned about poor visibility on Ola Electric's profitability given its aggressive pricing strategy.</li>
<li>Expect increasing production volumes and the resulting benefits of operating leverage to lead to operating profits, likely by next quarter.</li>
<li>Integrating in-house manufactured Lithium-ion cells into its two-wheeler EVs from FY2026 and higher Government incentive pay out in FY2025 to drive profit margins further.</li>
</ul>


Investors seem concerned about poor visibility on Ola Electric's profitability given its aggressive pricing strategy.
Expect increasing production volumes and the resulting benefits of operating leverage to lead to operating profits, likely by next quarter.
Integrating in-house manufactured Lithium-ion cells into its two-wheeler EVs from FY2026 and higher Government incentive pay out in FY2025 to drive profit margins further.


Ola Electric's Path to Profitability: Volumes, Cells and PLI