HDFC Securities starts Ather Energy coverage with Buy call, sees 31% upside

HDFC Securities has initiated coverage on Ather Energy with a Buy rating and a projected 31% upside, citing India’s electric-vehicle opportunity. The update also flags rare-earth supply risks and forthcoming shareholder lock-in expiries as factors to watch.

— Filed Mon, 3 Aug, 2026, 12:46 IST · Source Financial Express · BrandWagon · Updated

HDFC Securities initiated Ather Energy coverage with a Buy rating and projected 31% upside, citing India’s EV opportunity. The archive also flagged China’s rare-earth export curbs as a potential constraint on Indian EV production and noted upcoming lock-in expiries.

Why this matters

The coverage call follows Ather Energy’s post-IPO signals, including its Day 2 IPO subscription of 28%, retail-book subscription, and ongoing tracking of lock-in expiries and EV supply-chain risks.

Retail-company signals are accelerating, up 226267% QoQ.