Every year comes with its own kind of special memories. For Yulu, 2025 will be remembered as the year our Mobility-as-a-Service business shifted into hypergrowth mode. A combination of organic and partner-led expansion, consistent EBITDA profitability, and continued leadership of the hyperlocal EV delivery market ensured that we ended the year on an exceptional high.
As of end-2025, Yulu’s fleet of 45,000+ shared EVs are on roads across four company-owned-and-operated cities, as well as six partner cities. Our EVs became the beating heart of India’s quick commerce delivery revolution, with Yulu commanding an average fleet share of over 35% at dark stores in its operational areas. We also achieved other milestones. We now support over 20 million monthly deliveries and prevent 2+ million kg of CO₂ emissions every month, helping our cities breathe easier.
For Yulu, the year was about moving forward with agility – consistently, at scale and with impact. Across 10 cities, Yulu’s EVs have become a part of the everyday urban fabric, providing better livelihoods to thousands of delivery partners and quietly creating a green delivery revolution.
Over the year, riders collectively travelled 800 million kilometres on our EVs. Yulu is the ride of choice for 36,000+ delivery executives each day. The share of women delivery riders among our users went to 8% – a number Yulu is committed to growing as we make EVs more accessible, inclusive and safe for everyone.
To support rapid growth and simplify the rider experience, we also redesigned our app- the digital doorway to Yulu’s EV-sharing service- in 2025. The new interface clearly showcases the different Yulu businesses, from everyday rides and goods mobility to its newest offering YuMove, helping users to easily understand and choose the right service for their needs. By optimising for usability and clear navigation, the app redesign made it easier than before for users to engage with Yulu’s ecosystem. It has also created a flexible, intuitive platform that can evolve as Yulu grows.
At the same time, deeper integration with Yuma Energy’s (Yulu’s JV with Magna International) battery-swap network ensured sub-2-minute battery swap times, reducing downtime for riders. Today, Yuma does 1.8+ million battery swaps monthly and is one of the biggest Battery-as-a-Service entities in India, having enabled over 43+ million battery swaps to date.
This year wasn’t just about scale. It was a testament to Yulu’s financial discipline and ability to crack the code of running a MaaS business sustainably. Yulu has consistently been EBITDA-positive month-on-month since April 2025, reflecting the outcome of years of effort in strengthening our operations, technology, partnerships and on-ground execution abilities.
As we step confidently into 2026, Yulu is confident about its mission: transforming mobility by easing traffic congestion, reducing the carbon footprint of short-distance commutes and logistics, dismantling cost and access barriers for users, and helping platforms and brands to grow profitably and sustainably. Innovation is core to this mission, and a great example is Yulu’s upcoming mid-speed EV, the Yulu Express – a two-wheeler EV that targets new use-cases within intra-city logistics.
Whether it’s expanding into new pin codes, refining our technology and operations, or creating more earning opportunities for riders, our goal remains the same: to help people move in ways that are smarter, cleaner and more inclusive.
This article was originally published by Yulu.
