September EV 2 wheeler Sales Shocker: Bajaj Surges to #2, Ola Slips to #4, as TVS Holds #1!

Note : The following sales data reflects VAHAN registrations for September 2025 across all states and Union Territories, excluding Telangana State.

The Indian electric two-wheeler market is witnessing a seismic shift, with September 2025 sales figures highlighting a period of intense volatility, supply chain recovery, and fierce competition. What was once a simple race for volume is quickly becoming a battle fought on multiple fronts—from production capability and premium positioning to crucial after-sales service and strategic festive season discounts. The monthly chart saw TVS maintain its lead, but the story of the month is the spectacular resurgence of Bajaj chetak Auto and the worrying decline of former powerhouse, Ola Electric.

September 2025 EV Two-Wheeler Sales Leaderboard

The top selling EV scooters in India for the month of September show a significant reordering of the competitive hierarchy:

Key Trends and Analysis of September EV Sales

TVS Retains #1 Amidst Supply Chain Challenges

TVS Motor Company successfully held the market-leading position with 22,482 units (#1), driven by the sustained demand for the TVS iQube electric scooter. Despite this achievement, TVS sales recorded a month-on-month (MoM) decrease. This dip is primarily attributed to supply-side constraints and model unavailability. Specific variants, including the new Orbiter and the high-range TVS iQube ST 5.3 kWh, face considerable waiting periods—estimated at 1 to 1.5 months in some key cities. Effectively, demand outstripped TVS’s ability to supply, capping their potential sales volume for the month.

Bajaj’s Stunning Surge to #2

The most significant development in the September EV Two-Wheeler Sales is the phenomenal growth of Bajaj Auto, which surged to 19,519 units (#2). This massive jump from the previous month is a direct consequence of the company restoring its production lines. After being forced to pause or significantly reduce manufacturing due to internal component shortages (specifically related to rare earth magnets), Bajaj resumed full-scale production, allowing it to clear its accumulated booking backlog. This rapid return to capacity underscores the underlying Bajaj Chetak Sales demand and its strong market presence.

Ather Climbs on Premium Positioning

Ather Energy posted strong MoM growth, securing the third position with 18,109 units (#3). While Ather ranks #3 in volume, its continued focus on performance and premium technology differentiates it from mass-market players. When analyzed by Ather Energy Revenue, the brand is likely competing for the #2 spot, as it commands a higher average selling price for its premium 450-series scooters. This indicates a growing segment of the Indian market that prioritizes technology and refined user experience over outright cost.

Ola Electric’s Sharp Decline to #4

Ola Electric suffered the steepest decline among the leaders, falling to 13,371 units (#4). This notable downturn signals significant headwinds for the online-first OEM. The key reason for the Ola Electric sales drop is widely attributed to persistent issues in after-sales service and customer support. In a maturing EV ecosystem, consumers increasingly prioritize reliability and service infrastructure, and Ola's challenges in this domain have directly resulted in sales erosion, allowing competitors like Bajaj and Ather to gain significant ground.

Hero Vida and Ampere Feel the Market Squeeze

• Hero Vida registered 12,736 units (#5), experiencing a minor sales dip. This suggests the brand is feeling the brunt of the high competition in the EV market, with new launches and aggressive pricing strategies from major rivals cannibalizing its market share.

• Ampere finished with 4,278 units (#6), also seeing a slight decrease. Maintaining position in a segment increasingly dominated by large players is challenging, necessitating continuous innovation to counter the influx of new, competitive models.

Conclusion: The Festive Season Battle Begins

September 2025 served as a crucial turning point, confirming the market’s reliance on strong supply chains (Bajaj’s recovery) and robust service networks (Ola’s struggle). As TVS manages its constraints and Ather cements its premium foothold, the EV market share India is set for its biggest shake-up yet in the final quarter.

The most significant factor that will impact the October electric two-wheeler sales is the commencement of the Diwali festive season. Given that today is October 1st, which marks the auspicious day of Maha Navami (the last day of Navratri) and Dussehra/Vijayadashami falls on October 2nd, the market is now fully transitioning into the core purchase period leading up to Diwali, which is observed later in October. This entire month will be the peak window for high-value purchases. Every OEM—from the market leader to the newest entrant—will deploy aggressive and differentiated festive season offers on electric scooters and discounts. These promotions, which will range from cash discounts and low-interest EMIs to free accessories and extended warranties, are designed to sway purchase decisions and will likely intensify the month-on-month competition between every brand. The performance of these festive offers will ultimately determine the final Top Selling EV Scooters ranking for Q3 and Q4 2025.

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