Ola Electric Mobility shares are expected to be in focus following a significant stake reduction by Japanese conglomerate SoftBank Group. The technology investor has trimmed its holding in the Bengaluru-based electric two-wheeler manufacturer to 13.53%, marking another phase of divestment by major institutional investors.

SoftBank's Strategic Divestment

According to recent stock exchange filings, SoftBank offloaded approximately 94.6 million shares through open market transactions conducted between September 3, 2025, and January 5, 2026. This transaction reduced the Japanese conglomerate's stake from 15.68% to 13.53%, making it the second-largest shareholder after founder Bhavish Aggarwal.

This represents SoftBank's second major stake reduction in Ola Electric within a short timeframe. Between July 15 and September 2, 2025, the group had previously sold 94.9 million shares, reducing its holding from 17.83% to 15.68%.

Broader Investor Exit Pattern

SoftBank's divestment is part of a wider trend of stake reductions by institutional investors in Ola Electric. Z47, formerly Matrix Partners India, completely exited its investment in the company on December 5, 2025, marking a complete withdrawal from its position.

Several other global investors have also scaled down their holdings significantly:

Strategic Investor Movements

Strategic automotive investors have also reduced their exposure to Ola Electric. Hyundai Motor Company and Kia Corporation pared their holdings in June 2025 through significant share sales.

Founder Bhavish Aggarwal also participated in share sales, offloading 9.6 crore shares valued at ₹324.00 crore. The proceeds were designated to repay a promoter-level loan that had been used to fund his AI venture, Krutrim, with the loan secured against Ola Electric shares.

Market Position Challenges

Operationally, Ola Electric faces intensifying competitive pressures in the electric two-wheeler segment. According to Vahan data, the company's market share experienced a significant decline to 16.1% in 2025, down from 36.7% in the previous year.

This market share erosion reflects increased competition from established automotive players who have expanded their electric two-wheeler offerings:

• TVS Motor Company
• Bajaj Auto
• Ather Energy
• Hero MotoCorp

The combination of investor exits and market share decline highlights the challenges facing Ola Electric as it navigates an increasingly competitive landscape while dealing with regulatory scrutiny in the electric vehicle sector.

Ola Electric Mobility , led by Bhavish Aggarwal, has announced plans for a significant announcement scheduled for January 14, coinciding with the festival of Makar Sankranti. The electric vehicle manufacturer appears to be positioning this date strategically for what the company suggests could be a notable development.

Upcoming Announcement Details

The company has scheduled its announcement for January 14, aligning with the traditional Indian festival of Makar Sankranti. While specific details about the nature of the announcement have not been disclosed, the timing suggests the company may be preparing for a strategic reveal.

Strategic Timing

The choice to align the announcement with Makar Sankranti appears deliberate, as the festival traditionally marks new beginnings and is considered auspicious for launching new ventures in Indian culture. The company has not provided additional details about what the announcement will entail or its potential impact on operations.

The electric vehicle sector continues to evolve rapidly, with companies regularly announcing new developments in technology, manufacturing, and market expansion. Ola Electric's planned announcement adds to the anticipation surrounding potential developments in the industry.