India’s FY 2026 Electric 2-Wheeler Sales Plateaued?

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India’s electric two-wheeler revolution, once marked by explosive growth, appears to be entering a phase of consolidation.

After a meteoric rise from 144,000 units in FY2021 to 1.14 million in FY2025, the April–November 2025 figures for FY2026 suggest a slowdown.

With only 700,000 units sold in the first eight months, the market is unlikely to surpass FY2025’s total unless a dramatic surge occurs in the final quarter.

India's electric 2-wheeler growth FY 2026: FLAT
India’s electric 2-wheeler growth FY 2026: FLAT

This deceleration raises a critical question: Has the E2W market plateaued?

Lets analyze: …

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The Invisible Chetaks and iQubes: The Loch Ness of India’s EV Revolution

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In India’s electric two-wheeler market, Bajaj Chetak and TVS iQube stand tall on paper. Their sales figures are impressive, their legacy brands trusted, and their technology refined.

Yet, a curious contradiction persists: despite being top sellers, they remain nearly invisible on the roads.

This paradox — of high sales but low street presence — raises important questions about how we measure success in India’s EV transition.

The Numbers Say “Top Seller”

Since their launch in 2020, both TVS iQube and Bajaj Chetak have climbed the sales charts. Both have…

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Ola Q2 Results and Conference Call | Stock Market

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Ola Electric, once synonymous with India’s booming electric scooter market, is undergoing a strategic transformation that could redefine its role in the country’s clean mobility and energy landscape.

While its two-wheeler business has reached a critical milestone by turning EBITDA positive in Q2 FY26, the company’s future ambitions stretch far beyond scooters — into battery manufacturing, energy storage, and grid-level infrastructure.

Ola Electric has done very well…

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Lenskart Rs 7,000 cr IPO for a Chashma Company???

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Makes one wonder if we are in a Bull Market and it has peaked???

Why would an eyeglass company need 7,000 cr??? By that account Ola Electric’s Li-Ion Battery company IPO would be worth Rs 20,000 cr.

Ola can turn Crisis into Opportunity: Battery Recall with BaaS

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In the rapidly evolving landscape of electric mobility, Ola Electric has emerged as a bold disruptor. Yet, like many pioneers, it faces growing pains.

A future scenario where thousands of Ola scooters lie unrepaired outside service centers—many with deeply discharged batteries—poses both a logistical challenge and a reputational risk.

But what if this crisis could be transformed into a strategic win for both Ola and its customers?

Imagine Ola Electric launching a sweeping initiative: replacing the batteries of all affected scooters under a new Battery-as-a-Service (BaaS) ownership agreement. Instead of transferring battery ownership to the customer, Ola retains it and charges a nominal ₹1 per kilometer ridden. This model not only solves…

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Collapse of an Empire – A Famine could CRASH US ECONOMY | STOCK MARKET

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From Empire to Eclipse: How Famine Can Undermine Superpower Status

Throughout history, the rise and fall of superpowers have often hinged not just on military might or political influence, but on the stability of their economies and the ability to feed their people.

Famine—whether literal or systemic—has repeatedly exposed the fragility of empires.

From France’s decline in the early 19th century to Britain’s post-colonial unraveling, food insecurity has been a silent but potent force in reshaping global power. Today, even the United States…

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From Spark to Supremacy: Ather Energy’s Unstoppable Rise

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Date: 24 Oct 2025

In 2013, inside a modest lab at IIT Madras, two young engineers—Tarun Mehta and Swapnil Jain—were chasing a dream. Not of fame, not of fortune, but of impact. Their initial plan was simple: build lithium-ion batteries that could power the future.

But as they dug deeper into India’s mobility landscape, they saw a void—a lack of innovation in two-wheelers, a segment that millions relied on daily. That realization sparked a pivot that would redefine an industry.

Ather Energy could become the No. 1 eScooter seller in India by Dec 2025
Ather Energy could become the No. 1 eScooter seller in India by Dec 2025

They didn’t just want to build electric scooters…

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Can Ola Shakti hit 10,000 cr Revenue in 2 yrs?

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First of all lets understand the Power Backup business in India. India’s power back up is split between Diesel Generators and Battery-Backup business.

Diesel Generators command a 65% share with Cummins India, Kirloskar Oil Engines and Greaves Cotton Ltd. being the big players.

Top 4 Diesel Generator Manufacturers in India:

Top 4 Diesel Generator Manufacturers in India:
Top 4 Diesel Generator Manufacturers in India:

While the battery Backup business has just a 35% share with Exide, Amara Raja and HBL being the top players.

Revenue and Profit of Power Backup business in India.
Revenue and Profit of Inverter-Battery Power-Backup business

Why is Diesel Generators dominating the Power Backup Business in India?

Diesel generators dominate the power backup market in…

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Suzlon Energy – Case Study | Stock Market

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Suzlon PE, ROCE and ROE.
Suzlon PE, ROCE and ROE – Data from Screener
Disclaimer: Stock market investments involve risk, including potential loss of principal. The information provided is for educational and informational purposes only and should not be considered financial advice. Always conduct your own research or consult a licensed financial advisor before making investment decisions. Past performance is not indicative of future results.
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