Electric Two Wheeler Market July 2025, OEM Sales & Insights

The Indian electric two-wheeler market continues to undergo a dynamic transformation, reflecting broader shifts in consumer behavior and intensifying competition among manufacturers. The sales data for July 2025 present a nuanced outlook, while overall volumes experienced a modest contraction, individual brands demonstrated significant variability in performance.

This analysis provides a comprehensive overview of the leading players in the segment, including TVS Motor Company, Bajaj Auto, Ola Electric, Hero MotoCorp, and Ather Energy.

July 2025 Electric Two Wheeler Sales Overview

In July 2025, total electric two wheeler sales in India amounted to 102,973 units, registering a 4.25% year-on-year decline compared to July 2024. This slight downturn indicates a deceleration in the overall market momentum, reflective of evolving consumer preferences and external market factors.

However, a granular examination reveals pronounced differences in OEM-specific trajectories, highlighting ongoing competitive realignments within the industry.

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OEM Performance Analysis

TVS Motor Company: Cementing Market Leadership
TVS Motor Company maintained its stronghold in the electric two-wheeler segment, supported by consistent year-on-year growth. This sustained momentum is driven by the brand’s commitment to product innovation, a diversified EV portfolio, and the advantage of a well-established nationwide distribution network.

Bajaj Auto: Consistent Growth Amidst Competitive Pressures
Bajaj Auto continued to strengthen its presence in the EV market, achieving stable growth despite heightened competition. The company’s robust brand reputation, coupled with recent product introductions, has allowed it to appeal to a broad spectrum of consumers seeking dependable and cost-efficient electric mobility solutions.

Ola Electric: Sharp Decline Amid Operational Challenges
Ola Electric experienced a significant downturn in market performance, reflecting the impact of operational bottlenecks, intensified competition, and early signs of market saturation. These factors have contributed to a notable loss in market share and underscore the need for strategic recalibration.

Ather Energy: Accelerated Growth in the Premium Segment
Ather Energy continued its rapid ascent, particularly in the premium scooter category. Its emphasis on cutting-edge technology, distinctive product design, and targeted engagement with urban consumers has helped solidify its reputation as a leader in high-performance electric mobility.

Hero MotoCorp: Exceptional Market Penetration
Hero MotoCorp’s EV portfolio recorded exceptional momentum, showcasing the success of its strategic transition towards electrification. The Vida series, backed by the company’s extensive dealership network and deep brand trust, has played a central role in expanding its footprint in the electric mobility space.

Emerging OEMs: Dynamic Growth Reflecting Market Diversification
Smaller and newer entrants such as Pur Energy, River Mobility, and Kinetic Green have recorded remarkable percentage gains, signalling a healthy diversification of the market. These players are carving out space by catering to niche segments, embracing innovative product concepts, and adopting flexible go-to-market strategies.

Market Challenges and Strategic Outlook

The overall marginal decline in sales during July 2025 reflects the growing pains of a maturing electric two wheeler market. Key challenges persist around high battery costs, limited charging infrastructure, and consumer awareness, all of which continue to influence purchasing decisions.

Legacy manufacturers benefit from their scale advantages, extensive dealer networks, and brand recognition, enabling them to better navigate these challenges. Meanwhile, the steep sales decline experienced by Ola Electric illustrates the volatility and operational complexities faced by newer entrants.

Looking ahead, sustained industry growth will depend heavily on continued innovation, infrastructure expansion, policy support, and customer-centric strategies that can effectively address affordability and convenience concerns.

Conclusion

The July 2025 electric two wheeler sales data underscore a market in transition, characterized by the steady rise of legacy manufacturers and premium players, alongside significant challenges for some newer entrants. TVS Motor Company, Bajaj Auto, and Hero MotoCorp are capitalizing on their strengths to post substantial gains, while Ather Energy solidifies its foothold in the premium EV segment.

Conversely, Ola Electric’s marked sales decline serves as a critical reminder of the competitive intensity and operational hurdles inherent in this fast-evolving industry. As India accelerates its push toward sustainable mobility, manufacturers that prioritize innovation, robust supply chains, and enhanced customer experience will be best positioned to thrive in this promising yet competitive sector.

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