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India's Electric Two-Wheeler Market: Rise, Reset and What Comes Next

4 months ago
  • #India Market
  • #Two-Wheelers
  • #Electric Vehicles
  • India is the world's largest two-wheeler market with 263 million vehicles in 2022.
  • Electric two-wheeler (e-2W) sales in India surged 305% YoY to ~632k units in 2022, driven by FAME-II subsidies.
  • India’s e-2W market surpassed one million units in 2023, with ~1.15m sold, up 33% YoY.
  • In 2025, e-2W sales reached a record 1.28m units, accounting for 56% of total EV sales.
  • TVS Motor emerged as the top e-2W seller in 2025, surpassing Ola Electric, whose sales halved.
  • Ola Electric dominated the market from 2022-2024 but faced a 51% sales drop in 2025 due to quality and service issues.
  • The PM E-DRIVE scheme, launched in 2024, allocates $197m to boost e-2W adoption and infrastructure.
  • E-2Ws currently make up 6% of India’s two-wheeler market, with growth concentrated in tier-1 cities.
  • China leads global e-2W penetration with 55%, followed by Vietnam at 21%.
  • McKinsey projects e-2Ws will account for 60-70% of new two-wheeler sales in India by 2030.