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Dear Europe, We Need to Talk…

This analysis starts with a blue box because setting the context is essential. The last time we saw two-wheeler sales data for Europe, the continent had hit a sales peak of more than three million units. We estimate that about 200k were electric mopeds and motorcycles. Further, another million were ICE...

Riding with Colibri

InsightEV: Peter, welcome to the Insight EV interview. It’s great to have you here. I checked out the Colibri M22 and it looks unique. What’s the backstory? Where did you come from, and what inspired you to pursue the dream of building your own electric motorcycle?Petre Georgescu: It’s a pleasure...

Wk 10 2025 – India’s Ultraviolette Wants Mass-Market; Vietnam’s Nuen Moto has a Great Looking Mid-Size; Vmoto Revenue Problems

While top-end electric motorcycle manufacturers - Livewire, Energica, Damon - are limping badly, the mid-size electric sports motorcycle segment is likely going to be an exciting market. Yadea entered last year, and Honda will bring one this year. But India-based Ultraviolette has been selling (a very capable) one since 2023,...

Ultraviolette Changes Wavelength

Open Google Maps for the city of Bangalore, India, and you will find that Ultraviolette offices are only five kilometers away from Ola Electric offices. However, ideologically, the two companies have always been poles apart. As long-term observers of the Bengaluru E2W start-up scene, we have always looked at Ola...

Saigon Kick!

More than anything, I sensed a collective fire-in-the-belly that would define the country in years to come. And then there is motorcycle design. While the other ASEAN neighbours are still taking baby steps, Vietnam leapfrogged over others in electric scooters when Vinfast launched the Klara in 2018. It did not look...

Vmoto Revenues Decline and That’s Not the Talking Point

In FY 24, Vmoto sold 17,038 units, a 32.5% dip from 25,241 units in FY 2023. This is the second year in a row when unit sales have declined. At slightly more than 1,400 units a month, Vmoto is losing its volume efficiency edge. At the same time, the ASX-listed...

KTM

Wk 9 2025 – Only the Chinese Thrive; KTM Gets Nod for Restructuring

Yadea started life as a manufacturer of diminutive electric mopeds. They still sell many of them, but then they also sell the Kemper, an everyday sports motorcycle with a 40kW motor and high voltage system, a 6.4 kWh LFP battery, and high-quality cycle parts - Brembo, KYB, etc. Yadea did not...

The Erosion Intensifies

Every few weeks or so, we look up all the publicly traded electric mobility players in the two-wheeler and light mobility space. We wish we could say that the idea is to check up on the health, but in recent quarters, it has been to see if everyone is still...

KTM

KTM Finally has a Restructuring Plan

As per a statement from Pierer Mobility AG yesterday evening, KTM creditors have accepted the restructuring plan submitted by KTM AG. The plan provides creditors with a cash quota of 30% of their claims as a one-off payment. To fulfill the quota of 30%, KTM AG must deposit an amount of...

Wk 8 2025 – Talking to Marko Lehtimaki of Donut Lab; Damon’s Financials are Hogwash; Indonesian Startups wake-up

The Verge Motorcycle is dramatic even before you read the performance numbers or get a leg over it. There is no hub in the rear wheel. The entire motor is hidden inside the rim, and the whole thing looks like a...Donut! You know where the Donut name came from. The performance numbers...

We are creating universal building blocks…

Marko Lehtimaki: CEO, Donut Lab InsightEV: Marko, welcome to the InsightEV interview! We've been hearing a lot about Donut Lab and the excellent response you received at CES. Before that, we saw the hardware and software applications in Verge Motorcycles. We wanted to learn more about the concept behind Donut...

Making Sense of Damon’s Q2 2025

Damon announced their Q2 FY 2025 results yesterday, and there's admirable window dressing in the brief statement they released. The company claimed a USD 32.5 net income, taking pains to explain that this was equivalent to USD 2.51 per diluted share. On paper, it's a pivotal shift from the USD...

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