Stock Markets February 20, 2026

Ola Electric Stock Hits Record Low After Reports of Major Store Reductions

Shares slide as reports say the EV maker plans to close roughly 550 stores in the March quarter amid falling sales and mounting operational pressures

By Caleb Monroe
Ola Electric Stock Hits Record Low After Reports of Major Store Reductions

Ola Electric shares tumbled following reports that the company intends to reduce its physical retail footprint by about 550 stores during the March quarter. The drop compounds recent weak results, including record-low quarterly revenue and a steep sales decline in the December quarter. Management has acknowledged service-related trust issues while outlining work to improve products and pursue breakeven, without providing a timeline.

Key Points

  • Ola Electric plans to cut about 550 physical stores in the March quarter, according to media reports citing people familiar with the matter - impacts retail footprint and distribution in the consumer EV sector.
  • Shares fell about 2% to a record low of 26.83 rupees following the reports and recent weak financials.
  • The company reported a greater than 50% sales decline in the December quarter, with rising costs eroding margins; competition from TVS, Bajaj and premium rival Aether is a contributing factor.

Shares of Ola Electric Mobility Ltd slid after media reports indicated the company plans to shrink its network of physical stores by roughly 550 locations in the March quarter. The stock fell by about 2%, touching a record-low level of 26.83 rupees.

The store-reduction reports arrive on the back of a difficult period for the electric vehicle maker. Just a week earlier the company recorded its lowest quarterly revenue on record amid a prolonged slump in sales.

According to published reports citing people familiar with the matter, the planned closures are a response to a sharp drop in market share and growing operational challenges tied to the business. Analysts and market observers have pointed to multiple headwinds that have pressured volumes and profitability.

Ola, which primarily retails electric scooters, saw sales plunge by more than 50% in the December quarter. At the same time, rising costs have eroded the company’s margins and bottom line, contributing to the recent market reaction.

Management has acknowledged the role of service-related issues in weakening demand. Chairman and founder Bhavish Aggarwal has said consumers have lost trust in the brand because of problems with product quality, reliability, and after-sales service. He added that the company is working to improve its products and is aiming to reach breakeven, though he did not set out a clear timetable for achieving that target.

The company has also faced intensifying competition from established automakers and newer premium entrants. Market pressure from legacy manufacturers such as TVS and Bajaj, alongside premium rival Aether, has weighed on Ola’s sales performance over the past year.

Investors will be watching whether the planned reduction in store count and the company’s product and service remediation efforts can stabilize volumes and margins. For now, the stock’s move to a record low reflects investor concern about both near-term performance and the pace at which operational improvements and trust restoration can take place.


AI stock-evaluation note - An AI-driven stock selection tool described in recent materials evaluates Ola Electric alongside thousands of companies each month across more than 100 financial metrics. That tool uses AI to identify stock ideas based on fundamentals, momentum, and valuation. It cited past winners such as Super Micro Computer (+185%) and AppLovin (+157%) as examples of prior strong performers. The tool states it can indicate whether Ola Electric is included in any current strategies or suggest alternative opportunities in the same sector.

Risks

  • Ongoing operational and service issues - customer complaints about product quality, reliability and after-sales service have undermined demand and could continue to depress vehicle sales and brand trust.
  • Financial pressure from falling sales and higher costs - a sustained sales slump and mounting costs have reduced margins and bottom-line results, increasing the risk to near-term profitability and breakeven plans.
  • Competitive pressure - intensified competition from legacy automakers (TVS, Bajaj) and premium entrants (Aether) may continue to erode market share and impede recovery in the EV scooter segment.

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