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.
Brokerages expect Bajaj Auto to post healthy Y-o-Y growth in Q2, driven by higher volumes, improved product mix with a greater share of premium bikes & 3-wheelers, & favourable currency movement.
Motorcycle maker Royal Enfield, part of Eicher Motors Group, will start the global commercial roll-out of its electric bikes under the Flying Flea brand from next year, a top company official said on Tuesday. The company, which showcased its second electric bike Flying Flea S6 here at the global two-wheeler exhibition EICMA, is working to create the market for its electric bike and grow the category over a period of time, Eicher Motors Ltd Managing Director and Royal Enfield CEO B Govindarajan told PTI Videos here. "We will be into the market in 2026, first starting with Flying Flea C6, followed by (Flying Flea) S6," he said, in reply to a question about when Royal Enfield's electric bikes will hit the market. When asked about the timeline for India's launch, Govindarajan said, "Once it's done in Europe, it will follow within a short window in India". On how the company sees the contribution of the electric bikes to its overall sales, he said that at present, the company's focus is
India's largest two-wheeler maker marks its French debut through a partnership with GD France, expanding its European presence after Italy, Spain, and the UK
Venu talks about the road ahead, the journey of its 127-year-old global premium brand Norton Motorcycles, its India launch, and electric vehicle plans
Hero MotoCorp stock in demand; Low inflation, coupled with significant Reserve Bank of India rate cuts and favorable monsoon should expected to lift demand sentiment as the year progresses.