Opinion: The starkly different approaches of Ather and Ola

There is a stark difference in the kind of promises both companies are making for the future.

Published on Sep 20, 2025 01:00:00 PM

22,190 Views

In December 2022, Ola founder Bhavish Aggarwal tweeted that the Ola S1 would become India’s bestselling scooter (petrol or electric) by August 2023. Not only did that never happen but the company’s towering dominance in the electric two-wheeler space has been decimated over the last year or so.
 
Ola’s peak of 51 percent market share in the electric two-wheeler space in May 2024 has now collapsed to around 18 percent. Moreover, while the start-up now regularly cedes first and second places to Bajaj and TVS, its latest concern is that Ather is breathing down its neck. Vahan data reveals that Ola has sold 18,695 units in August 2025, compared with 17,831 for Ather.
 
This is perhaps the finest example of the tortoise (potentially) beating the hare that our industry has ever seen. When Ather was formed in 2013, it had taken the quiet, humble and engineering-driven path that was often branded by critics as too slow. Meanwhile, Ola took the completely opposite approach with speed and aggression being the calling card. Plenty has already been said about the inevitable pitfalls that came with that in terms of product quality and customer service.

What caught my attention last month was that both companies held their big annual events where they shared plans for the year ahead. These two events proved to be a perfect showcase of how each company operates. Ola’s August 15 event this year was mostly a repeat of its 2024 edition where there were plenty of mega claims, but little in the way of clear timelines. The one new product that the company actually launched was the new S1 Pro Sport and while deliveries are supposed to begin in January 2026, there wasn’t a single physical unit of the scooter on display. In fact, the two new scooters that were ‘launched’ in 2024, the S1 Z and the Gig have yet to hit the road.

We’re also told there will be new, rare-earth-free motors and a Gen 4 platform (the company’s fourth scooter platform in as many years) ‘coming soon’. As for Ola’s indigenous 4680 Bharat Cell, the first products featuring it are yet to roll out, but the company is already talking about newer 46100 and 46120 cells – again, no timelines were shared.

The company’s Diamondhead concept motorcycle also returned in 2025 with even more fantastical claimed capabilities after first being unveiled in 2023. Among these are a 0-100kph time of under 2 seconds; the use of aerospace-grade materials including titanium, magnesium and carbon fibre; something called “self driving”; active aerodynamics, ergonomics and braking; and more. If the fact that many of these abilities don’t exist yet on any production motorcycle worldwide isn’t enough, Ola says it is targeting a launch in 2 years and a price tag of Rs 5 lakh. “Diamondhead will be the most amazing bike ever built, ever,” said Aggarwal. He further added, “It will truly, completely reimagine performance biking in the world.”

Fast forward 15 days and you arrive at the Ather event where the tone is far more measured and realistic. The company shows off a brand new chassis architecture – only its second vehicle platform since the original Ather S 340 scooter was unveiled in 2016. Ather went on to state that the first product on this simple yet scalable EL platform will debut next year, and it even showcased a rather production-ready-looking concept.

Like Ola, Ather also showed off the latest iteration of its operating system, and like Ola, Ather revealed its own radical concept, the Redux. The key difference is that Ather doesn’t make any outlandish claims of its capabilities or launch timeline.

The final interesting similarity between the two start-ups is that they both went public within the last year. In that time, Ola’s share value has dropped below its initial offering price (as of September 1), while Ather’s is significantly higher. Of course, there’s a lot that goes into a company’s evaluation, but the two recent annual events could serve some insight into why both companies are performing the way they are.

Also See: Opinion: Ola Electric and the uncomfortable facts

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