Ola Electric Mobility Ltd has witnessed significant investor exits as SoftBank Group continues to reduce its stake in the electric vehicle manufacturer. The Japanese investment giant, led by Masayoshi Son, has trimmed its holding from 15.68% to 13.53% over the past four months, marking another phase of divestment in the Bengaluru-based company.

SoftBank's Continued Divestment

SoftBank Group, the second-largest shareholder in Ola Electric after founder Bhavish Aggarwal, sold approximately 94.6 million shares through a series of open market transactions conducted between September 3, 2025, and January 5, 2026. This latest round of stake sales follows a similar divestment pattern from earlier periods.

Broader Investor Exit Pattern

The stake reduction extends beyond SoftBank, with several global and strategic investors trimming their exposure to Ola Electric. Tiger Global Management and Alpha Wave Ventures, which previously held 3.24% and 2.83% respectively as of June last year, now maintain residual stakes of less than 1% each according to September quarter shareholding disclosures.

Strategic investors have also participated in the sell-off:

Financial Performance Challenges

The investor exits coincide with deteriorating financial performance for Ola Electric. The company's operational metrics show significant stress across key parameters.

While the company managed to reduce its net loss, the substantial revenue decline of 43.16% highlights operational challenges in the competitive electric vehicle market.

Market Share Erosion

Ola Electric has experienced significant market share erosion in the electric two-wheeler segment. According to Vahan data, the company's market share dropped dramatically from 36.7% in 2024 to 16.1% in 2025. This decline reflects intensified competition from established players including TVS Motor Company, Bajaj Auto, Ather Energy, and Hero MotoCorp, who have expanded their presence and captured larger market shares.

Current Market Position

Despite the challenges, Ola Electric shares showed resilience on Monday, rising up to 2.60% to reach a high of ₹40.54 compared to the previous close of ₹39.49. The company maintains a market capitalization of ₹17,268.40 crores and continues to operate one of India's largest automated electric two-wheeler factories, the Ola Futurefactory in Tamil Nadu, along with an extensive network of customer experience and service centers across the country.

Ola Electric has achieved a significant milestone with the rollout of its first residential energy storage system from its manufacturing facility in Tamil Nadu. The company has successfully produced the inaugural unit of 'Shakti', marking its entry into the home energy storage market.

Product Launch Details

The energy storage system has been manufactured at Ola Electric's Gigafactory located in Krishnagiri, Tamil Nadu. This facility serves as the production hub for the company's latest venture into residential energy solutions.

Market Positioning

The launch of Shakti represents India's first fully made-in-India home energy storage system. This positioning emphasizes the domestic manufacturing approach and highlights the company's contribution to the country's energy independence initiatives.

Manufacturing Milestone

The successful rollout from the Krishnagiri Gigafactory demonstrates Ola Electric's manufacturing capabilities beyond electric vehicles. The facility's role in producing this energy storage solution showcases the company's diversification into the broader energy ecosystem.

This development marks Ola Electric's expansion into residential energy storage, complementing its existing electric vehicle portfolio with home energy solutions manufactured entirely within India.