Ather turns EBITDA-positive as Q1 revenue rises 89%

Ather Energy reported Q1 FY27 revenue of ₹12.17 billion, with EBITDA improving to a ₹9 crore profit from a ₹106 crore loss. Enquiries rose 95% and pre-orders 158%, while the company targets further growth through its EL platform, Factory 3.0 and retail expansion.

— Source publishedSat, 8 Aug, 2026, 07:00 IST·First seen Sat, 8 Aug, 2026, 07:10 IST·Source Mint · Markets

The development

Ather Energy reported sharply higher Q1 FY27 revenue, positive EBITDA and a narrower loss. The electric-scooter maker plans retail and production expansion, with its EL platform and Factory 3.0 targeted as FY27-FY28 growth drivers amid commodity, pricing and competition risks.

The numbers

  • Q1 FY27 revenue ₹12.17 billion, up 89% YoY from ₹6.45 billion
  • Q1 FY27 EBITDA ₹9 crore versus ₹106 crore loss in Q1 FY26
  • Q1 FY27 net loss ₹33 crore versus ₹134 crore in Q1 FY26
  • Ecosystem services were 14% of revenue, versus 13% a year earlier
  • Customer enquiries rose 95% YoY to 707,000
  • Pre-orders rose 158% YoY to 150,000
  • Price-to-book ratio 13.4
  • India EV penetration exceeded 10% in June 2026
  • EL platform and Factory 3.0 expected to drive growth in FY27-FY28

Why it matters to operators and investors

Ather’s stronger demand pipeline, positive EBITDA and planned platform and manufacturing expansion make it a more credible partner for component suppliers, charging networks and strategic mobility alliances.

What to watch next

  • Quarterly vehicle deliveries versus the 95% enquiry increase and 158% pre-order increase.
  • EBITDA margin progression after retail, launch and marketing expenses.
  • Factory 3.0 ramp, capacity utilization, production yields and inventory days.
  • EL platform launch timing, customer reception and bill-of-materials savings.
  • Average selling prices, discounting intensity and financing penetration versus Ola, TVS, Bajaj and Hero.
  • Dealer additions, same-store throughput, service turnaround times and customer complaints.
  • Operating cash flow, working-capital movement and any need for additional capital.
  • Prioritize EL-platform launches that lower bill-of-materials cost and widen addressable price points.
  • Expand retail selectively in high EV-adoption cities, using dealer productivity and service coverage as gating metrics.
  • Convert pre-orders quickly through financing, delivery-slot visibility and charging/service assurance.
  • Use the first profitable quarter to negotiate better supplier credit, component pricing and working-capital terms.
  • Defend realized pricing by emphasizing software, performance, range and after-sales reliability rather than broad discounting.