Bajaj Overtakes Ola! September 2025 EV Sales Shake-Up – TVS Leads, Ola Falls to 5th
India’s electric two-wheeler market is witnessing a major reshuffle in September 2025, with Bajaj Auto reclaiming the No. 2 spot in mid-month EV sales, pushing Ola Electric down to 5th position. Meanwhile, TVS Motor continues to dominate the leaderboard with consistent sales momentum.
Mid-September 2025 EV Sales (till Sept 15)
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TVS Motor Company – 8,492 units
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Bajaj Auto – 7,546 units
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Ather Energy – 6,851 units
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Hero MotoCorp (Vida) – 4,741 units
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Ola Electric – 4,679 units
August 2025 Full-Month Sales (for comparison)
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TVS Motor Company – 24,087 units
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Ola Electric – 18,972 units
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Ather Energy – 17,856 units
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Hero MotoCorp – 13,313 units
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Bajaj Auto – 11,730 units
Key Market Insights
1) TVS Motor: Unstoppable Growth
TVS maintains its leadership position with 8,492 units in the first half of September. If this pace continues, TVS could comfortably cross 25,000+ units by month-end, reinforcing its stronghold in the EV 2-wheeler segment.
2) Bajaj Auto: Big Comeback at No. 2
Bajaj sold 7,546 units in mid-September, already surpassing 65% of its August total. This surge has pushed it ahead of Ola and Hero, marking a strong comeback in the Chetak EV sales momentum.
3) Ather Energy: Holding Steady at No. 3
Ather continues steady performance with 6,851 units sold so far, maintaining a solid presence in the top 3. Its new Rizta family scooter remains the key driver of sales growth.
4) Ola Electric: Shock Fall to 5th
Ola Electric, once a clear No. 2, has slipped drastically to 5th place with 4,679 units in mid-September. Considering Ola sold nearly 19,000 units in August, this sharp slowdown raises concerns about demand, deliveries, or operational bottlenecks.
5) Hero MotoCorp (Vida): Above Ola, Below Ather
Hero is holding steady with 4,741 units, just above Ola. While still far from challenging Ather or Bajaj, Hero is proving to be consistent in the mid-tier EV market.
What This Means for the EV Industry
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Bajaj’s rise indicates growing demand for Chetak EVs in Tier-1 and Tier-2 cities.
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Ola’s slip could be due to delivery delays or demand fluctuations after the festive push in August.
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TVS is consolidating its lead with strong brand trust and dealer network strength.
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Ather’s Rizta strategy is working, keeping it stable in the top 3.
If this trend continues, September 2025 could end with Bajaj officially overtaking Ola for the first time in months, reshaping the EV leaderboard.
EVINDIA Takeaway
September is proving to be a game-changing month for India’s EV market. With TVS ahead, Bajaj climbing, Ola dropping, and Ather steady, the competition is heating up as brands fight for market share ahead of the festive season.
Stay tuned for EVINDIA’s end-of-September full sales analysis to see if Ola can bounce back—or if Bajaj firmly establishes itself as India’s No. 2 EV brand.