Ather Dethrones Rivals in Telangana as Ola Electric Crashes to 5th Spot in December 2025 Sales

In a stunning year-end market correction, Ather Energy has emerged as the clear leader in Telangana’s electric two-wheeler market for December 2025, while former volume leader Ola Electric has seen its market share collapse to single digits.

Data accessed for December 2025 reveals a dramatic reshuffling of the EV hierarchy in the state, with legacy players and quality-focused startups pushing the "hype-first" models to the bottom of the charts.

The Numbers: A New Order in Telangana

The state recorded a total of 3,846 units sold among the top 5 players. The standout statistic is the massive gap between the market leader and the trailing pack.

Telangana EV 2-Wheeler Sales (Dec 2025) :

1. Ather Energy : 1,315 units (34.2% Market Share)

2. TVS : 1,077 units (28.0% Market Share)

3. Bajaj Chetak : 768 units (20.0% Market Share)

4. Hero Vida : 540 units (14.0% Market Share)

5. Ola Electric : 146 units (3.8% Market Share)

Analysis : Why the Market Flipped

1. Ather’s "Service-First" Strategy Pays Off

Ather Energy’s command of 34.2% of the market indicates that Telangana buyers are prioritizing reliability over raw specs. With its manufacturing base in nearby Hosur and a strong grid of fast-charging points (Ather Grid) in Hyderabad, the brand has successfully positioned itself as the "dependable" choice for the premium commuter.

2. The Legacy Surge: TVS & Bajaj

Combined, TVS and Bajaj now control nearly 48% of the market. The success of the TVS iQube and Bajaj Chetak lineups highlights a shift in consumer sentiment toward established automotive brands that offer robust service networks. This "flight to safety" is squeezing mostly service-challenged competitors out of the core market.

3. The Ola Electric Collapse

The most shocking takeaway is Ola Electric’s freefall to just 146 units (3.8% share). For a brand that often dominates national headlines, falling behind even Hero Vida (540 units) signals a potential crisis in regional brand trust.

• Context: This aligns with recent reports of service backlogs and regulatory scrutiny affecting Ola's sales momentum nationally. The "December Slump"—where buyers defer purchases to get a 2026 registration date—typically affects all players, but Ola’s steep drop suggests structural issues beyond just seasonality.

4. Hero Vida’s Silent Rise

Often underestimated, Hero MotoCorp’s Vida brand has quietly captured a healthy 14% share, outselling Ola by nearly 4:1. This confirms that Hero’s aggressive expansion of dealerships and the trusted "Hero" badge are finally gaining traction in the EV sector.

What This Means for 2026

As we head into the new year, the Telangana data serves as a bellwether for the rest of India. The era of selling EVs purely on "features per rupee" is ending. In 2026, the market belongs to OEMs that can guarantee service uptime and resale value.

For Ola, the road back to the top in Telangana looks steep. For Ather and TVS, the challenge will be defending this new fortress against a resurgent Bajaj in Q1 2026.