The Stage is Set: An Electrical Story to Rewrite - How India's EV Story Accelerating this Year!
In the lively cyber-hall of the Indian two-wheeler electric vehicle (EV) market, June 2025 underwent radical changes that were nonetheless of great import. The popular brands like TVS, Bajaj, and Ather, which are the main players of the EV 2W market in India, changed gears in a high-profile race that cared about the figures but was more about vision, thrust, and resilience.
This is the month of the year that had the most registrations for two-wheelers with electric power, that is 94,785 compared to a 5% increase in the previous month, with a 41% increase from the same period last year.
It is s the biggest Tidings that such a spike in electric mobility, consumer behavior changes, and the policies lie the Indian government's recent decision to partly switch the FAME-II scheme to the EMPS scheme have not succeeded in also doubling the average of around 15,000 new vehicle sales each month, rapidly grown the sector’s business and customer confidence, and are tempered only by scarce battery supply and slumbering infrastructure build-up.
TVS and Bajaj: The Titans Hold Their Ground
- If the fight for the EV throne in June was a scenario, then these brands TVS Motor Company and Bajaj Auto, would retain their position at the top as never before. They both emerged as the best sellers of EV 2Ws and the whole event only confirmed that they were the most powerful EV creators in two-wheelers.
- Yamaha proved with its electric iQube model that selling 19,000 units was possible with strong dealers and a good product. So they made a way by themselves and went out on to the top of the market. Quick Energy had come up with a unique product that soon captured the masses and thereafter they built on that from a solid foundation to even higher levels.
- Bajaj stood second, with an extraordinary amount, close to 17,900 units, due to the clamor for their Chetak model and a brand built on a strong foundation. The process was quite vertical.
- Ather’s sales skyrocketed up to 6700 units, as the company released new versions of the 450X series, and the urban buyers who are loyal to the brand gave a hand in the increase. Profit climbing from 5.8% to 7.1% amid May showed that the company is really fast in getting close to customers with new developments and others are not far from them.
Figuratively: We Are Witnessing the Last Lights and Very First Sparks of FAME-II
When FAME-II died on March 31st, 2025, the subsiding of the EV industry commenced. Nonetheless, the environment's adaptive trait became visible as it commenced the transition to the Electric Mobility Promotion Scheme (EMPS).
EMPS stands for electric mobility promotion and education, it is the system that is put in place by the government to facilitate the way transportation students, and people in the field of health and daily routines move from one place to another or from home to work.
The government has prepared ₹10,000 for one vehicle'ts mere perk of a subsidy which has come down from the level of FAME-II, where the public was given ₹22,500–₹62,500 for car units, meaning that the consumer gets to be encouraged to make the purchases.
Additionally, despite consumer subsidies being phased out, TVS, Bajaj, and Ather used strategic pricing, and finance options to retain customer satisfaction, and grow the EV market in the country.
The Retreat of Ola and the Entry of Other Contenders
Currently at the bottom part of the rank, Ola Electric lost its market share for the month of June as it struggled with fierce opposition and operational changes (that are still ongoing). Even so, the company managed to stay above the 4th rank.
The week following the final day of FAME-II was marked by Ola’s sales that clocked less than 13000 units, as the new prices and the negative reviews of the service worked against the company.
In return, Hero MotoCorp and Greaves Electric realized positive changes in their sales as ever more people in the market are ready to join them and an increased localization is being given preference.
Final Words: Towards a Moving Market – The Bigger Picture
The electric two-wheelers saga in June 2025 contains more than just a list of winners. It is a narrative that suggests a shift in a more matured market characterized by policy alterations, marketing cold wars, and changes in customer minds.
Wind and Shower may have the majority of customers at the moment, but Ather’s strong return is a clear message that innovation and fast adaptation are still keys in the electric vehicles landscape.
India gets closer and closer to its eco-friendly transportation goals, every other month, indeed tells the story, and June was this story of resistance, reorientation, and the renewed struggle.
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