Two Wheelers

The two-wheeler industry has the potential to grow at 8-9 per cent CAGR in the long term, drawing from the momentum of GST rate cut, government's spending on infrastructure and overall growth of the economy, according to TVS Motor Company CEO KN Radhakrishnan. The first half of the next year is also expected to be "very good" in terms of sales growth, as the benefits of the GST rate cut will continue to come into the industry, he told analysts. "Overall, I'm a firm believer that 8 per cent to 9 per cent as a CAGR, you can look at on a long-term basis...," Radhakrishnan said when asked about the growth prospects of the two-wheeler industry for the next fiscal on the back of strong performance in Q3. In Q4, the benefit of the GST rate cut, which was implemented on September 22 last year, will be seen, he added. "The first half of the next year (fiscal) is also going to be very good because the benefits will come into the industry," he noted. While not sharing an exact forecast for t

Ola Electric reportedly plans to cut its store count to about 550 by March as sales slow, market share falls sharply and the company restructures operations to reduce costs

Ratings agency says elevated growth in FY26 will give way to moderation next fiscal as higher base and normalising demand temper volumes across PV, two-wheeler and CV segments

Market-specific recovery patterns drove swings in overseas volumes in Q3

Hero MotoCorp aims to strengthen its presence in segments such as scooters, premium bikes, and electric vehicles, where it currently remains under-represented, according to the company's CEO Harshvardhan Chitale. The country's largest two-wheeler maker also expects to expand its presence in international markets and the parts and accessories business. "While we take pride as a team in our volume leadership at Hero MotoCorp, we are all acutely aware of the opportunities that exist in some of the other categories, which are growing faster and where we are relatively under-represented," Chitale said in an analyst call. "Hence, we see a big headroom for growth and market share expansion in categories like scooters, in premium motorcycles, in global markets, in EV, and also above all, parts and accessories business because we are a company that has the biggest park size in the market," he added. For the December quarter, the company reported a revenue of Rs 12,487 crore with a PAT of Rs

Improving magnet availability and cost economics support demand, even as competitive intensity accelerates consolidation

The easing of rare-earth supply is expected to drive electric two-wheeler volume growth in India to 16-18 per cent next fiscal after moderating to 12-13 per cent in the ongoing fiscal due to supply chain constraints, according to Crisil Ratings. This fiscal, the electric two-wheeler (E2W) growth is expected to moderate due to temporary disruptions in the supply of rare-earth magnets and the goods and services tax (GST) rationalisation on internal combustion engine (ICE) models, Crisil Ratings said in a statement. In the previous fiscal, E2W volume growth was at 22 per cent, it added. "The supply disruption caused by the shortage of rare-earth magnets had weighed on E2W volumes around mid-year. As availability began to ease, coinciding with the GST-led price revision in ICE models, OEMs relied on discounting and introduced lower-priced electric models to narrow the ICE-EV price gap," Crisil Ratings Senior Director Anuj Sethi said. While this has supported a recovery in volumes in ..

TVS Motor reported a robust 37 per cent year-on-year (Y-o-Y) rise in revenue in the December quarter, supported by healthy volume growth and steady realisations.

Bajaj Auto Q3 Preview: The two wheeler giant is likely to announce it December quarter (Q3FY26) results on Friday, January 30, 2026.

Electric two-wheeler riders in Kolkata honk the most, averaging 131 honks per hour, while their counterparts in Bengaluru panic-brake four times more than those in Mumbai, according to Ather Energy's 2025 year-end riding insights. The electric two-wheeler maker's insights on aggregated data from over five lakh of its electric scooters connected with a wireless network across India found that riders were increasingly relying on connected technology during daily commutes, with city-level riding behaviour revealing how software is shaping real-world mobility. The data showed honking patterns varied sharply across cities. Kolkata recorded the highest honking levels in the country, averaging 131 honks per hour, reflecting dense traffic and aggressive auditory signalling. Bengaluru riders engaged in panic braking nearly four times more often than riders in Mumbai, highlighting higher traffic unpredictability and frequent stop-start conditions in the city, as per the year-end riding insigh

The momentum was not limited to retail-focused segments, the brokerage noted. The medium and heavy commercial vehicle (MHCV) industry showed clear signs of revival after a prolonged 15-month downturn.

the rising demand for premium helmets is also helping Studds Accessories expand its profit margins

Eicher Motors stands well-positioned to sustain its growth momentum, backed by a strong brand, disciplined cost control, and prudent capital allocation, believe analysts at ICICI Securities.

Analysts remain upbeat on Eicher Motors owing to domestic demand aided by government-led consumption measures, such as income tax relief/ GST rate cuts; a rural demand uptick, and new model launches.

India's electric two-wheeler market grew 10% in January-November 2025 to 1.18 million registrations. TVS and Bajaj led, while Ola fell sharply in November, Vahan data shows

Electric two-wheeler maker Ather Energy on Friday announced expansion of its product offering in Sri Lanka, which has become a growing international market for it. The company, which entered the island nation in December 2024, said it launched its family scooter Rizta in Sri Lanka at the Colombo Motor Show 2025 in partnership with Evolution Auto Pvt. Ltd, its authorised distributor in the country. It marks the next step in Ather's international growth strategy, focused on expanding its product portfolio and strengthening its ecosystem in key international markets, Ather Energy said in a regulatory filing. "Since entering Sri Lanka last year, it has quickly become a growing market for us, and expanding our portfolio here with the Rizta felt like the natural next step," Ather Energy Chief Business Officer Ravneet Singh Phokela said. Stating that the Rizta has seen strong acceptance in India for over a year and more recently in Nepal, he said, "We believe it is well-suited for the ne

Eicher Motors stands well-positioned to sustain its growth momentum, backed by a strong brand, disciplined cost control, and prudent capital allocation.

Ather Energy is now the third-largest e-scooter maker by volume and No. 1 by revenue, but warns that the PLI policy's exclusions are delaying launches and hurting innovation, says Mehta

SIAM data shows strong festive demand and GST rationalisation pushed India's PV wholesales up 17.2 per cent in October, with UVs, small cars and two-wheelers also recording robust year-on-year growth

On the bourses around 2:20 PM, Hero MotoCrop share price was trading 1.14 per cent higher at ₹5,421.65. In comparison, BSE Sensex was trading 0.25 per cent higher at 83,740.95 levels.