Ola Electric Mobility Limited has outlined its next-phase battery cell development plan, confirming a transition from 4680 to 4600 and later 46120 cylindrical formats over the next 12–24 months. The company said the focus will remain on increasing energy density and improving fast-charging capability.
Roadmap Announced During Earnings Call
The details were shared during the company’s Q3 FY26 earnings conference call held on February 13, 2026. Speaking about the roadmap, Bhavish Aggarwal, Founder, Chairman and Managing Director, said: “a roadmap of our cell technology where we go from, in the next 12 to 24 months, 4680 goes to 4600 goes to 46120. Each next generation of cell actually gets us more energy density and more fast charging performance.” The company has already begun commercial production of its 4680 Bharat cells during Q3 FY26.
From 4680 to 46120: Format Evolution
The roadmap outlines a shift across three cylindrical cell formats:
- 4680 – Currently in commercial deployment
- 4600 – Next phase of development
- 46120 – Planned larger format in the pipeline
The format numbers represent the dimensions of the cylindrical cells. The transition to larger formats is aimed at improving performance characteristics while maintaining manufacturing scalability.
Aggarwal described the 4680 cell as the starting point rather than the end of development: “4680 is not the end of it. In fact, it's the start of it.”
Focus on Energy Density and Fast Charging
According to management, each successive cell generation will target two main improvements:
Higher Energy Density
Improved energy density enables more energy storage within the same footprint, which can help extend vehicle range or reduce the number of cells required per battery pack.
Faster Charging Performance
The company said newer formats are being engineered to support better fast-charging capability, addressing a key consumer requirement in the electric two-wheeler segment.
Gigafactory Context and Capacity Plans
The company confirmed that commercial production of 4680 Bharat cells began in Q3 FY26. During the call, management also stated that installed capacity is expected to scale to 6 GWh by March 2026.
Aggarwal highlighted the strategic position of the manufacturing facility, stating: “We are the only Indian company to have operationalized the Gigafactory.” He added that the gigafactory will support both the automotive business and energy storage products going forward.
Outlook for the Next 24 Months
The company’s stated roadmap suggests continued development of cylindrical cell formats aimed at improving battery performance metrics over the next two years. The shift from 4680 to 4600 and 46120 formats forms part of its broader battery integration strategy, as outlined during the earnings call. If you want, I can also structure this into a sharper SEO-optimised publication copy tailored for your EV coverage style.
