独家
Ather Energy预计22财年收入将增长5倍
根据该公司通过商业情报平台Tofler获取的财务数据，该公司在22财年售出了23,408辆电动滑板车，较21财年的5,523辆增长了4.2倍。
电动汽车制造商皮革、皮革制品的能量截至今年3月，该公司的收入从21财年的7900亿卢比增至40.8亿卢比，增长了五倍多，但亏损同比增长47%，达到34.4亿卢比。
皮革、皮革制品销售23，408个单位的电动摩托车根据该公司通过商业智能平台Tofler获取的财务数据，该公司在22财年的销量较21财年的5,523台增长了4.2倍。
Ather在报告中称，由于一些关键部件的供应严重受限，该公司今年只能满足50%的订单。
随着新型冠状病毒感染症(covid - 19病毒)疫情期间电池和芯片组的需求剧增，电动汽车产业正面临零部件短缺危机。
该公司今年的运营费用增加了一倍多，达到71.8亿卢比，主要包括材料成本和员工福利。
该公司在财报中表示，正在将豪瑟尔工厂的产能从每年12万辆提高到40万辆，方法是在该工厂附近再建一家制造厂。
该公司表示:“随着此次扩建，该工厂将成为公司的全国制造中心，在可预见的未来满足来自全国各地的需求。”“除了电动汽车制造，该工厂还专注于锂离子电池制造。”
今年5月，Ather在一轮由印度政府主权财富基金国家投资与基础设施基金(NIIF)和现有投资者领投的融资中筹集了1.28亿美元英雄MotoCorp．
这家总部位于班加罗尔的电动汽车制造商去年在9个城市开设了9家零售店，到22财年年底，该公司在28个城市开设了34家零售店。该网络的地理分布在印度南部占51%，其次是西部21%，北部20%，东部9%。该公司表示，为了扩大销售和服务网络，它已从自有商店模式转向经销商模式。
Ather表示，今年还设立了203个快速充电站，使充电站总数超过351个，分布在28个州。
该公司表示，今年已推出第二代快速充电系统。新系统的充电速度比第一代提高了50%，可靠性也更高。
电动滑板车在整个滑板车行业的渗透率在22财年第四季度达到11%，2022年3月达到12.5%。该公司表示，这比任何行业预测都要快。
“然而，由于几个不可预测的因素，供应方面的前景仍然充满挑战，”Ather在谈到其前景时表示。“电池电池和芯片短缺是在不久的将来继续令人担忧的两个主要因素。最近，一些其他品牌的电动汽车两轮车存在电池和/或其他产品设计和质量相关问题的事件被报道，导致oem在某些情况下召回了产品。”
自今年3月以来，Ather的竞争对手Ola Electric以及冲绳岛(Okinawa)和纯电动车(Pure EV)等其他制造商的滑板车都起火了，这增加了对蓬勃发展的电动汽车两轮行业的审查。
今年5月，Ather是五大电动汽车制造商中唯一一家销售额上升的两轮电动汽车制造商，因为最近的火灾抑制了对电动摩托车的需求。
Ola Electric 4 - 5月收入超过500亿卢比
尽管有报道称该公司的销售已经放缓，但Ola Electric坚称其收入有望在今年年底突破10亿美元(超过780亿卢比)。
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<\/figure>Electric vehicle maker Ather Energy<\/a>\u2019s revenue for the year ended March jumped over five times to Rs 408 crore from Rs 79 crore in FY21, but its losses increased 47% on year at Rs 344 crore.
Ather sold 23<\/a>,408 units<\/a> of electric scooters<\/a> in FY22, a 4.2 times jump from 5,523 units sold in FY 21, according to the company\u2019s financials sourced through business intelligence platform Tofler.
This despite the company was able to service only 50% of the orders received during the year due to severe constraints regarding supply of some critical components, Ather said in its report.
<\/div><\/div>The top-end Ather 450X model constituted around 81% of the total units sold and the remaining 19% were Ather 450 Plus model, suggesting good traction amongst the premium scooter buyers.
The EV industry has been going through a component shortage crisis as demand for battery cells and chipsets skyrocketed during the pandemic.
Ather\u2019s operating expense more than doubled to Rs 718 crore for the year, which largely consists of costs of materials and employee benefit.
The company said in the financials that it is in the process of increasing production capacity at its Hosur facility to 400,000 vehicles per year from 120,000 vehicles by setting up another manufacturing plant in its vicinity.
\u201cWith this expansion, the facility is all set to serve as the company\u2019s national manufacturing hub catering to demand from across the country for the foreseeable future,\u201d it said. \u201cApart from EV manufacturing, the facility also focuses on lithium-ion battery manufacturing.\u201d
Ather had in May raised $128 million in a funding round led by National Investment and Infrastructure Fund (NIIF), the Indian government\u2019s sovereign wealth fund, and existing investor Hero MotoCorp<\/a>.
The Bengaluru-based EV maker expanded from nine retail stores in nine cities last year to 34 stores in 28 cities at the end of FY22. The geographical spread of the network comprises 51% in the South, followed by 21% in the West, 20% in the North and 9% in the East of India. The company said it moved away from the company-owned store model to a dealership model to scale its sales and service network.
The EV industry has been going through a component shortage crisis as demand for battery cells and chipsets skyrocketed during the pandemic.
Ather\u2019s operating expense more than doubled to Rs 718 crore for the year, which largely consists of costs of materials and employee benefit.
The company said in the financials that it is in the process of increasing production capacity at its Hosur facility to 400,000 vehicles per year from 120,000 vehicles by setting up another manufacturing plant in its vicinity.
\u201cWith this expansion, the facility is all set to serve as the company\u2019s national manufacturing hub catering to demand from across the country for the foreseeable future,\u201d it said. \u201cApart from EV manufacturing, the facility also focuses on lithium-ion battery manufacturing.\u201d
Ather had in May raised $128 million in a funding round led by National Investment and Infrastructure Fund (NIIF), the Indian government\u2019s sovereign wealth fund, and existing investor Hero MotoCorp<\/a>.
The Bengaluru-based EV maker expanded from nine retail stores in nine cities last year to 34 stores in 28 cities at the end of FY22. The geographical spread of the network comprises 51% in the South, followed by 21% in the West, 20% in the North and 9% in the East of India. The company said it moved away from the company-owned store model to a dealership model to scale its sales and service network.
<\/div><\/div>\u201cThese cities have a healthy mix of Tier 1, Tier 2 and Tier 3 cities with an extremely encouraging response from smaller towns,\u201d the company said. \u201cThe penetration of EV scooters as a percentage of population is significantly higher in Tier 2 and Tier 3 cities as compared to the big metros. Big cities like Delhi, Bengaluru, Hyderabad and Chennai now have multiple Ather Experience Centers testifying the depth in demand in these cities.\u201d
Ather said it has also set up 203 fast charging points this year, taking the total number of charging points to over 351 across 28 states.
The company said it launched the second generation of fast charging systems this year. The new system increases charging speed by 50% over the 1st generation, with a higher degree of reliability.
The penetration of EV scooters in the overall scooter industry reached 11% in Q4 FY22 with March 2022 touching 12.5% penetration. This, the company said, is faster than any of the industry predictions.
\u201cHowever, the outlook on the supply side continues to be challenging with several unpredictable factors,\u201d Ather said of its outlook. \u201cShortage of battery cells and chips are two of the major factors that continue to be a concern for the near future. Recently, some incidents of EV two-wheelers from other brands having battery and\/or other product design and quality related issues were reported, leading to recall of products in some cases by the OEMs.\u201d
Ather\u2019s competitor Ola Electric and other manufacturers like Okinawa and Pure EV have seen its scooters catch fire since March this year, increasing scrutiny in the burgeoning EV two-wheeler industry.
In May, Ather was the only two-wheeler EV maker among the top five manufacturers to see its sales rise as the recent fires have dampened the demand for electric scooters.
Ather said it has also set up 203 fast charging points this year, taking the total number of charging points to over 351 across 28 states.
The company said it launched the second generation of fast charging systems this year. The new system increases charging speed by 50% over the 1st generation, with a higher degree of reliability.
The penetration of EV scooters in the overall scooter industry reached 11% in Q4 FY22 with March 2022 touching 12.5% penetration. This, the company said, is faster than any of the industry predictions.
\u201cHowever, the outlook on the supply side continues to be challenging with several unpredictable factors,\u201d Ather said of its outlook. \u201cShortage of battery cells and chips are two of the major factors that continue to be a concern for the near future. Recently, some incidents of EV two-wheelers from other brands having battery and\/or other product design and quality related issues were reported, leading to recall of products in some cases by the OEMs.\u201d
Ather\u2019s competitor Ola Electric and other manufacturers like Okinawa and Pure EV have seen its scooters catch fire since March this year, increasing scrutiny in the burgeoning EV two-wheeler industry.
In May, Ather was the only two-wheeler EV maker among the top five manufacturers to see its sales rise as the recent fires have dampened the demand for electric scooters.