TVS Motor Leads September 2025 Electric Two-Wheeler Sales, Ather Energy Climbs into Top 3

India’s electric two-wheeler (E2W) market is undergoing a rapid transformation, reshaping the way people perceive personal mobility. Once considered a niche segment, electric scooters and bikes are now entering the mainstream, driven by affordability, rising fuel prices, and government incentives.

In September 2025, TVS Motor Company emerged as the clear leader in India’s electric two-wheeler sales, outpacing rivals and solidifying its dominance in this high-growth sector. Meanwhile, Ather Energy made headlines by breaking into the top three manufacturers, signalling a significant shift in consumer preferences and market dynamics.

This article takes a deep dive into the latest sales trends, the factors driving TVS’s leadership, Ather’s breakthrough, and what these developments mean for India’s EV future.

The Rise of Electric Two-Wheelers in India

The Indian electric two-wheeler segment has witnessed exponential growth over the last five years. Several factors are fuelling this surge:

1. Government Incentives – Policies like FAME II subsidies, reduced GST (5% on EVs), and state-level incentives have lowered EV ownership costs.
   
2. High Fuel Prices – Rising petrol prices make electric scooters more attractive for daily commuters.
   
3. Technological Advancements – Longer ranges, fast-charging batteries, and better performance have increased consumer confidence.
   
4. Growing Awareness – With climate change discussions gaining momentum, eco-conscious buyers prefer electric mobility.
   
5. Urban Mobility Needs – Compact, affordable, and efficient electric scooters are well-suited for India’s congested cities.

As of 2025, electric two-wheelers account for nearly 10–12% of all two-wheeler sales in India, a significant jump from less than 2% just a few years ago.

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TVS Motor: Leading the Pack in September Sales

Consistent Market Growth

TVS Motor Company, one of India’s most trusted two-wheeler manufacturers, has steadily built its EV presence through its flagship model, the TVS iQube Electric. In September 2025, TVS secured the top spot in electric two-wheeler sales, overtaking rivals like Ola Electric, Hero MotoCorp, and Ather Energy.

Why TVS is Winning

1. Strong Brand Trust
   
   • TVS has decades of legacy in India’s two-wheeler market, which translates into customer trust and reliability in its EV offerings.
     
2. Wide Dealer Network
   
   • With one of the largest dealership networks in India, TVS ensures accessibility and after-sales service in both urban and rural markets.
     
3. Product Reliability
   
   • The iQube Electric has gained popularity for its smooth performance, 100+ km real-world range, and practical features suited for Indian roads.
     
4. Competitive Pricing
   
   • TVS strategically positioned the iQube against Ola S1 and Ather 450X, balancing affordability with premium features.
     
5. Government Policy Alignment
   
   • The company has actively worked with state and central governments to align production and sales strategies with EV subsidy benefits.

TVS iQube’s Contribution

The iQube Electric remains TVS’s star performer. Available in multiple variants, it appeals to urban commuters with its smart features such as:

• Bluetooth connectivity for navigation and calls
  
• Multiple ride modes (Eco, Power)
  
• Fast charging capabilities
  
• Stylish design with robust build quality

This model alone has been responsible for a significant portion of TVS’s EV market share.

Ather Energy: Breaking into the Top 3

While Ola Electric has often dominated headlines, Ather Energy has quietly climbed the ranks. In September 2025, Ather finally secured its position among the top three electric two-wheeler makers in India.

Factors Behind Ather’s Growth

1. Premium Positioning
   
   • Ather’s 450X and 450S models are positioned as performance-oriented scooters with fast acceleration, advanced tech, and sleek design.
     
2. Technology-First Approach
   
   • Features such as a 7-inch touchscreen dashboard, OTA updates, riding statistics, and advanced navigation set Ather apart from conventional EVs.
     
3. Loyal Customer Base
   
   • Ather enjoys a strong following among tech-savvy, urban riders who value performance and premium features.
     
4. Expansion Strategy
   
   • Once limited to select metro cities, Ather has expanded aggressively into Tier 2 and Tier 3 towns, boosting volumes.
     
5. Financial Backing
   
   • With significant investments from Hero MotoCorp and other stakeholders, Ather has improved manufacturing capacity and nationwide presence.

Ola Electric: Facing a Competitive Challenge

Although Ola Electric continues to sell in high volumes with its S1 Pro and S1 Air, the brand has faced criticism for after-sales service, software glitches, and delivery delays. These issues have opened the door for TVS and Ather to gain momentum.

Despite challenges, Ola remains a formidable competitor, especially due to its aggressive pricing and high-capacity gigafactory in Tamil Nadu.

Hero MotoCorp and Other Players

• Hero MotoCorp, with its Vida V1, is still building its EV base but benefits from brand loyalty and a vast dealer network.
  
• Bajaj Auto, with its Chetak EV, focuses on the premium segment.
  
• Smaller startups like Okinawa, Ampere, and Pure EV are still in the race, though they face stiff competition from established brands.

Market Share Insights (September 2025)

Based on registration and sales trends for September:

• TVS Motor – No. 1 in electric two-wheeler sales.
  
• Ola Electric – Remains in the top two but losing ground.
  
• Ather Energy – Climbs into the top 3, overtaking other rivals.
  
• Hero MotoCorp & Bajaj – Hold steady but lag behind in volumes.

This marks a reshuffling of the EV leaderboard, indicating a more competitive and dynamic industry.

Key Factors Driving the EV Sales Battle

1. Pricing Strategy – Affordable options win mass adoption, while premium scooters carve out niche markets.
   
2. Range Anxiety – Brands offering higher real-world range attract more commuters.
   
3. After-Sales Service – Customer experience post-purchase is becoming a major differentiator.
   
4. Government Subsidies – The role of FAME II and state subsidies remains crucial in keeping prices competitive.
   
5. Charging Infrastructure – Availability of public and home charging stations significantly influences purchase decisions.

The Road Ahead: What’s Next for TVS and Ather?

TVS Motor’s Outlook

• Plans to expand its EV lineup with motorcycles and new scooter variants.
  
• Scaling up production at Hosur plant to meet rising demand.
  
• Investing in battery technology and fast charging solutions.

Ather Energy’s Roadmap

• Likely to introduce lower-priced scooters to tap the mass market.
  
• Expansion of Ather Grid charging network across India.
  
• Continued focus on premium features and smart connectivity.

Industry-Wide Challenges

Despite the growth, the Indian EV two-wheeler market faces hurdles:

• High Initial Costs – Even with subsidies, EVs remain pricier than petrol scooters.
  
• Battery Supply Chain – Dependence on imports creates vulnerabilities.
  
• Charging Infrastructure Gaps – Rural penetration is still limited.
  
• Consumer Awareness – Misconceptions about battery life and safety persist.

Addressing these challenges will be vital for sustained growth.

Expert Opinions

• Market Analysts: Believe that TVS has long-term staying power due to its trusted brand and wide product reach.
  
• EV Experts: Highlight Ather’s innovation-led approach as a key reason for its rise among top players.
  
• Policy Makers: Stress that government subsidies and charging infrastructure expansion will define the pace of adoption.

Read Also: BMW Motorrad Prices Increase by Up to ₹3.13 Lakh – What It Means for Indian Buyers

FAQs

Q1. Which company led electric two-wheeler sales in September 2025?
TVS Motor Company secured the top spot in sales, overtaking other major players.

Q2. How did Ather Energy break into the top 3?
By offering premium scooters, expanding its presence beyond metros, and leveraging technology-driven features.

Q3. What are the popular TVS EV models?
The TVS iQube Electric is the most popular, available in multiple variants catering to different budgets.

Q4. What challenges does Ola Electric face?
Ola faces criticism for service quality, software glitches, and delivery timelines, affecting its reputation.

Q5. Is India’s EV two-wheeler market expected to grow further?
Yes, with rising fuel prices, government support, and better charging infrastructure, adoption will continue to accelerate.

Conclusion

The September 2025 sales report has reshaped India’s electric two-wheeler industry. TVS Motor’s leadership highlights the power of trust, accessibility, and a strong product strategy, while Ather Energy’s entry into the top three shows that innovation and premium positioning can carve a path to success.

As competition intensifies, consumers stand to benefit the most—with more choices, better technology, and expanding infrastructure. The electric mobility revolution in India is no longer a future trend; it is happening now, and companies like TVS and Ather are leading the charge.

The race for dominance is far from over. With every passing month, the Indian E2W landscape evolves—bringing us closer to a cleaner, smarter, and more sustainable future of commuting.