GaadiWaadi –
TVS Motor Company emerged as the new market leader as it closed the year with sales of nearly 2.95 lakh electric two-wheelers
The electric two-wheeler space underwent a dramatic rearrangement in 2025 and the biggest takeaway was the return of traditional manufacturers to the top of the pecking order. While overall EV scooter and motorcycle demand continued to expand, the balance of power changed from early disruptors toward established OEMs with scale, reach and deeper operational maturity.
At the middle of this shake up was TVS Motor Company which emerged as the new market leader. The Hosur-based manufacturer closed the year with sales of nearly 2.95 lakh electric two-wheelers ensuring a commanding 24.2 per cent share. Bajaj Auto followed in the second position securing 21.9 per cent of the market as they fortify the growing dominance of legacy players that have aggressively ramped up their EV portfolios.
In contrast, Ola Electric witnessed a steep erosion in its position. After commanding more than a third of the market in 2024, the company’s share slid to 16.1 per cent in 2025 – even though it still sold close to 1.97 lakh units. The drop was particularly stark given that the zero-emission 2W segment itself continued to grow.
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Issues around service turnaround times, delivery delays and customer grievance resolution weighed heavily on buyer confidence affecting overall volume sales. As competition intensified, these gaps became harder to ignore, especially when rivals offered smoother ownership experiences backed by widespread dealer and service networks.
One of the biggest beneficiaries of this change in pecking order was Ather Energy. The Bengaluru-based brand expanded its footprint throughout – lifting its market share from 11.3 per cent to 16.2 per cent over the year. Much of this growth came from the Rizta which helped Ather move beyond its premium niche and tap into family-based customer base.
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Hero MotoCorp also made a decent impact courtesy of its Vida sub-brand. It allowed Hero to more than double its share to 8.8 per cent by the end of 2025 and the sales momentum picked up noticeably in the latter part of the year as its latest models including the VX2 series has been well received by customers across the country.
In addition to company-level battles, the year was shaped by wider industry problems. Supply disruptions related to heavy rare earth materials, exacerbated by geopolitical tensions involving China, added a rethink to cost strategies and complexity for EV manufacturers.
The post Ola Loses Half Its Share As TVS & Bajaj Take Charge Of Electric 2W Sales In 2025 appeared first on Gaadiwaadi.com – Latest Car & Bike News by Surendhar M.