India EV retail sales hit record 3.28 lakh units in July, up 66% YoY: FADA
Synopsis
Key Takeaways
India's electric vehicle (EV) sector logged an all-time high retail performance in July 2025, with total EV sales reaching 3,27,901 units — a surge of over 66 per cent year-on-year, according to data released by the Federation of Automobile Dealers Associations (FADA) on Friday, 7 August. The milestone means that nearly one in every eight vehicles retailed in India during the month was electric, signalling a decisive shift in consumer preference across segments.
Two-Wheelers Cross 2 Lakh Mark for the First Time
Electric two-wheelers were the standout performers, breaching the 2 lakh-unit threshold for the first time ever. Retail sales in this segment climbed 88.3 per cent year-on-year to 2,04,362 units, with market share expanding sharply to 11.2 per cent from 7.7 per cent a year earlier.
TVS Motor retained the segment's top position with 55,499 units, followed by Bajaj Auto at 45,613 units and Ather Energy at 30,357 units. Ola Electric, by contrast, sold 14,106 units — a decline of 23.54 per cent year-on-year, bucking the broader upward trend in the segment.
Three-Wheelers: Electric Now the Default Choice
Electric three-wheelers further consolidated their dominance, with retail sales rising 25.3 per cent year-on-year to 87,055 units. The segment's electric penetration reached 65.1 per cent, effectively making battery-powered vehicles the standard rather than the exception in this category.
Mahindra Group led the segment with 14,191 units, closely followed by Bajaj Auto at 13,442 units.
Passenger and Commercial Vehicles Post Strong Gains
Electric passenger vehicle retail sales jumped 83.1 per cent year-on-year to 32,928 units, with market share rising to nearly 8 per cent from 5 per cent in July 2024. Tata Motors Passenger Vehicles (TMPV) led the category with 13,678 units, ahead of Mahindra & Mahindra at 7,742 units and JSW MG Motor India at 5,689 units.
Electric commercial vehicles recorded the sharpest growth rate of any segment, with retail sales surging nearly 181 per cent year-on-year to 3,556 units. Market share more than doubled to 3.57 per cent from 1.65 per cent a year ago, reflecting accelerating fleet electrification. Tata Motors led this segment as well, with 1,306 units.
What the Industry Said
FADA Vice President Sai Giridhar said the data confirmed that EV adoption had moved well beyond aspirational projections. 'Two-wheelers crossed the two-lakh mark for the first time, three-wheelers have made electric the default choice, commercial vehicles are witnessing fleet electrification, and passenger EV demand remains strong despite supply constraints,' he said.
Broader Auto Sector Context
The record EV performance came alongside a broader industry milestone: total retail vehicle sales across all categories reached 25,91,138 units in July — a 25.89 per cent year-on-year increase — with every single vehicle segment posting its best-ever July performance, according to FADA data released on Thursday, 6 August. This broad-based strength suggests the EV surge is not cannibalising overall volumes but is instead riding a rising tide of consumer demand. With penetration still well below mature markets in most segments, the trajectory points to sustained structural growth ahead.