EV Bike Sales September 2025, TVS Tops The Chart

EV Bike Sales September 2025

India’s electric mobility story is changing fast—and September 2025 delivered another powerful chapter. The country recorded 96,031 EV bike Sales September 2025 registrations in that month, according to data from the Vahan portal, with notable shifts in market leadership and brand positioning.

What stands out is how TVS consolidated its leadership, Ather cracked the top three for the first time, and Ola Electric ceded ground. In this article, we explore the full breakdown, analyze the trends, and discuss what this dynamic month signals for the future of EV bikes in India.


1. The Big Picture: September Numbers & Highlights

Let’s begin with the headline figures and core market movements with EV bike Sales September 2025: 

  • Total registrations in September 2025: 96,031 electric two-wheelers

  • TVS Motor led the chart, dispatching 21,052 units, which gave it a 21.9 % share for the month.

  • Bajaj Auto held second place, with 17,972 units and an 18.7 % share.

  • Ather Energy jumped into 3rd place, with 16,558 units and a 17.2 % share — a notable rise from its ~14.6 % share a year ago.

  • Ola Electric fell to 4th, with 12,223 units, capturing a 12.7 % share. That’s a sharp drop from its 27.3 % share in September 2024.

  • Hero MotoCorp’s Vida made a strong showing with 11,856 units and 12.3 % share, up from 4.7 % a year ago.

  • Other smaller players included Ampere (3,912 units; 4.1 %), BGauss (2,078 units; 2.2 %), Pure EV (1,674 units; 1.7 %), and River (1,519 units; 1.6 %)

These data points tell us that September didn’t just bring volume — it also brought realignment in market hierarchy. Moneycontrol


2. Why September Was a Turning Point

As EV bike Sales September 2025 data is interesting, but understanding why the shifts occurred gives deeper insight into how the electric two-wheeler industry is evolving.

(a) Maturation & Brand Moves

  • TVS’s consistency is paying off. With strong aftersales, network, and brand trust carrying over from its ICE (internal combustion engine) reputation, TVS is increasingly seen as a safe bet for EV adoption.

  • Ather’s rise shows that an EV-centric brand, if executed well, can climb fast. Their technology edge, charging ecosystem, and product refreshes are evidently attracting more buyers.

  • Ola’s slide hints at possible cannibalization, delivery backlogs, or consumer fatigue. Going from ~27 % share (2024) to 12.7 % is a big decline in brand positioning.

(b) Increased Consumer Confidence & Adoption

Consumers are gradually getting more comfortable with EVs: better charging infrastructure, more financing options, and clearer total cost of ownership (TCO) is making EVs a more rational choice than earlier.

(c) Policy & Incentives

State and central subsidies, reduced taxes, and favorable regulation around EV two-wheelers are helping lower barriers. Some states push for incentive schemes for riders in certain cities, which bolsters demand.

(d) Product Upgrades & New Launches

Brands are launching newer models with better range, connected features, and design refreshes. Ather, for example, has benefitted from their attractiveness to tech-savvy buyers.

(e) Market Segmentation & Diversification

As brands differentiate — focusing on urban commuting, premium features, range, or lower-cost solutions — consumers have more tailored choices. This helps the overall pie grow and allows niche players to succeed.


3. Brand-by-Brand Snapshot & Dynamics

Here’s a closer look at what each major player is doing—and what EV bike Sales September 2025 performance suggests for their future.

Brand Units Market Share What’s Behind It & What It Suggests
TVS Motor 21,052 21.9 % Strong legacy, dealer network, reliability. Parked itself firmly as the safe mainstream EV pick.
Bajaj Auto 17,972 18.7 % Bajaj’s experience in two-wheelers helps; likely benefiting from cost efficiency and brand loyalty.
Ather Energy 16,558 17.2 % Rising quickly. Their product line and charging ecosystem are resonating with EV-first buyers.
Ola Electric 12,223 12.7 % Falling share suggests execution issues, higher expectations, or stronger competition taking a bite.
Hero Vida 11,856 12.3 % Fast growth from small base. Probably attracting new users looking for trusted brands entering the EV space.
Others (Ampere, BGauss, Pure EV, River) Combined ~9,183 ~9.6 % total Niche players, steady but not disruptive yet.

The “Others” bracket is worth watching, because one or two players might grow disproportionately in future months.

Also read: https://grandautoworld.com/tata-nexon-sales-skyrocket-to-22500-units/


4. What This Means for the Indian EV Bike Market

The EV bike Sales September 2025 numbers shine a light on broader trends and possible trajectories for EV two-wheeler adoption in India.

(a) Competitive Intensity Will Rise

With Ather proving it can challenge incumbents, all major brands will now likely double down on innovations, marketing, and network strength.

(b) Lowering Entry Barriers

As more models enter and costs — both battery and overall — drop with scale, EVs will inch closer to parity with ICE bikes. That makes adoption more viable, especially in tier-2 and tier-3 cities.

(c) User Experience Matters More Than Specs

Range and speed matter, but so do reliability, warranty, service network, software updates, and battery replacement policies. Brands that deliver end-to-end experience will have an edge.

(d) Fleet & Shared Mobility Could Be a Key Demand Driver

Electric two-wheelers are also used in last-mile logistics (delivery, rentals). Brands that build holistic business models for these use cases (charging, battery swapping, maintenance) stand to benefit.

(e) State Policy & Infrastructure Will Be Crucial

Some states or cities are more EV-friendly than others (charging infrastructure, subsidies, permits). Brands and buyers will gravitate toward favorable zones, influencing growth patterns regionally.


5. Challenges & Risks That Could Stall Momentum

  • Battery cost and supply chain issues could cause price volatility or margins pressure.

  • Charging infrastructure may lag in non-metro areas, limiting adoption outside big cities.

  • Quality issues, recall concerns, or delivery delays can hurt consumer trust, especially for newer brands.

  • Intense discounting or incentive wars may shrink margins and hurt long-term sustainability.

  • Regulatory changes, subsidy reductions, or tax reversals could dampen growth.


6. What to Watch in Upcoming Months

  • Can Ather sustain its momentum and possibly overtake Bajaj or even challenge TVS?

  • Will Ola recover its share, or is it permanently slipping?

  • Which “others” player may break out (Ampere, Pure EV, BGauss, River)?

  • How will price cuts, battery innovations (solid-state, cheaper chemistries) affect the segments?

  • How deeply will EVs penetrate non-metro markets?


FAQs on EV Bike Sales September 2025

Q1. How many electric two-wheelers were sold in September 2025?
India recorded 96,031 electric two-wheeler registrations in September 2025.

Q2. Which brand led the EV bike Sales September 2025?
TVS Motor led with 21,052 units and captured 21.9 % market share. Moneycontrol

Q3. Which brand entered top 3 for the first time?
Ather Energy cracked the top three with 16,558 units (17.2 % share). Moneycontrol

Q4. Why did Ola Electric’s share drop significantly?
Ola’s share fell from ~27.3% (September 2024) to ~12.7% in 2025, likely due to competitive pressure, execution challenges, or buyer migration to other brands. Moneycontrol

Q5. Is this shift sustainable?
It depends on how well brands deliver on product, service, and network. If they can keep improving experience and cost, these trends may solidify.


Wrapping Up

September 2025 wasn’t just a strong month for electric two-wheeler sales — it was a moment of realignment in India’s EV bike landscape. TVS confirmed its leadership, Ather proved its rise isn’t a fluke, and the shifts in market share show that consumer preferences are evolving.

For buyers, it means more choices, better technology, and likely more competitive pricing. For brands, the message is clear: to lead, you must excel not just in specs, but in delivery, support, and trust.

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