The electric two-wheeler market in India witnessed a dramatic shake-up in September 2025, with Ather Energy overtaking Ola Electric to claim the third spot in sales rankings. TVS Motor Company continued to lead the segment, while Bajaj Auto held strong in second place. The intensified competition, driven by new product launches and established brands, has reshaped the market dynamics, with the festive season and strategic innovations fueling growth.
Ather Energyโs Breakthrough Performance
Ather Energy, based in Bengaluru, achieved a significant milestone by selling over 15,000 units in September 2025, securing the third position in the electric two-wheeler sales chart. This marked the first time Ather surpassed Ola Electric, which recorded sales of under 12,000 units, slipping to fourth place. Atherโs steady growth over recent months has brought it close to challenging Bajaj Auto, which sold over 16,000 units to maintain its second-place ranking.
TVS Motor Leads the Pack
TVS Motor Company solidified its dominance in the electric two-wheeler segment, selling more than 20,000 units in September 2025. The companyโs consistent leadership reflects its strong product portfolio and ability to meet rising consumer demand for electric mobility. Meanwhile, Hero MotoCorpโs Vida brand gained traction, selling over 11,000 units and securing the fifth spot, closely trailing Ola Electric.
Festive Season and Strategic Moves Drive Sales
The electric two-wheeler market regained momentum during the Navratri festive period, despite challenges like GST reductions on internal combustion engine (ICE) vehicles. Bajaj Auto overcame production hurdles related to a shortage of rare earth magnets, which had impacted output in August, enabling it to post strong sales in September. Hero MotoCorpโs Vida range benefited from the introduction of a Battery-as-a-Service (BaaS) model and aggressive marketing campaigns, which significantly boosted its popularity and pushed sales past the 10,000-unit mark.
Ola Electric, despite its month-on-month sales decline throughout much of 2025, remains a key player in the cumulative sales tally for January to September, with 1.6 lakh units sold, ahead of Ather Energyโs 1.3 lakh units. However, its slip to fourth place in September highlights the growing competition in the electric two-wheeler space.
A Competitive and Evolving Market
The electric two-wheeler market in India is undergoing rapid transformation, with legacy manufacturers like TVS, Bajaj, and Hero leveraging their expertise to challenge newer entrants like Ather and Ola Electric. The combination of innovative business models, festive season demand, and improved production capabilities has set the stage for continued growth. As consumer interest in electric mobility rises, the battle for market leadership is expected to intensify further.
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FAQs
1. Who led the electric two-wheeler sales in September 2025?
TVS Motor Company led the electric two-wheeler sales in September 2025, selling over 20,000 units and retaining the top spot.
2. How did Ather Energy perform compared to Ola Electric in September 2025?
Ather Energy sold over 15,000 units, securing the third position, while Ola Electric sold under 12,000 units, dropping to fourth place.
3. What factors contributed to the growth in electric two-wheeler sales in September 2025?
Festive season demand during Navratri, strategic innovations like Heroโs Battery-as-a-Service model, and resolved production constraints, such as Bajajโs rare earth magnet shortage, drove sales growth.
4. Which company held the second spot in electric two-wheeler sales?
Bajaj Auto held the second position, selling over 16,000 units in September 2025.
5. How did Hero MotoCorpโs Vida brand perform in September 2025?
Hero MotoCorpโs Vida range sold over 11,000 units, placing it fifth in the sales rankings, just behind Ola Electric.
6. What is the cumulative sales performance of Ola Electric and Ather Energy in 2025?
From January to September 2025, Ola Electric sold 1.6 lakh units, maintaining the third position overall, while Ather Energy sold 1.3 lakh units.
