Yulu raises $93M to scale EV fleet to 200,000 and enter full-size e-scooters
Yulu’s Series C round, comprising $63 million in equity and $30 million in debt, will fund a fourfold fleet expansion over two years, new service hubs and Yulu Express scooters for e-commerce logistics, bike taxis and parcel delivery.
What happened
Yulu raised $93 Mn in Series C funding to quadruple its EV fleet to 2 lakh vehicles within two years, expand service hubs and launch Yulu Express electric
Key facts
- $93 Mn Series C funding
- ₹887.5 Cr funding value
- $63 Mn equity
- $30 Mn debt
- 2 Lakh EV active fleet target
- 2 years
- 12 metros
- 8 franchise-operated regional markets
- ₹1,200-₹7,300 subscription range
- 400-3,600 km covered by subscriptions
- 2.5 Mn fleet kilometres
- 7.5 Lakh daily doorstep deliveries
- 15% of quick-commerce deliveries in four largest metros
- $228 Mn total funding since inception
- ₹237.4 Cr FY25 operating revenue
- 98% YoY FY25 revenue growth
- ₹126 Cr FY25 net loss
- 12% YoY loss reduction
Why this matters
Yulu’s move into full-size Yulu Express scooters creates partnership or acquisition-adjacent opportunities for delivery platforms, fleet operators and EV infrastructure providers seeking metro last-mile scale.
What to watch
- Announced platform partnerships, dedicated-fleet contracts or minimum-volume guarantees.
- Fleet growth pace toward 200,000 vehicles and the share deployed as Yulu Express scooters.
- Delivery-time improvements, order-density gains and rider utilization rates in launch metros.
- Battery-swapping and charging-network expansion, including service-hub openings.
- Changes in municipal rules for e-scooters, bike taxis, parking and charging infrastructure.
- Evidence of pricing pressure, rising rider incentives or elevated maintenance and battery-replacement costs.
- Prioritize fleet deployments near quick-commerce dark stores, restaurant clusters, transit nodes and parcel-delivery hubs in high-density metros.
- Secure multiyear volume commitments with food-delivery, quick-commerce, e-commerce and bike-taxi platforms before adding significant fleet capacity.
- Expand charging, battery-swapping, maintenance and service-hub coverage in parallel with vehicle additions.
- Use Yulu Express to develop higher-margin B2B logistics packages, including dedicated fleets and guaranteed availability during peak windows.
- Monitor rider utilization and vehicle downtime by micro-market to shift assets away from underperforming zones.
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