June 2026: India finally has Tailwinds
E2Ws Penetration Levels Hit a New High
India
India: May 26: Industry Jumps Sharply Even as Ola Electric Declines.
E2W penetration levels again soared as war and fuel price increase fears drove sales. Every brand thrived, except Ola Electric.
India: Apr 2026 is a Reversion to Mean but Its Brighter in There
After a huge March, sales slipped again in April for the Indian E2W market. This was expected. In the big picture, the growth is sustained.
India: The Lowest Hanging Apples in BoM Cost Reduction have Already Been Plucked
Instead of the cost of cells, it should be the cost of electronics that should worry the industry more. The customer won't like it when he has to foot the bill.
India: The Hurdles to Electrification no one wants to talk About
The Indian E2W industry had a record-breaking March, but peel away the layers and there lies a shaky foundation. Profitability remains a distant quest.
The Emptiness of the Delhi EV policy
The Delhi EV policy is being discussed in the industry and government circles. At a glance, it appears revolutionary, but does it cover all the needed points?
India: Price Hike Fears Make March a Breakthrough Month
March 2026 has been an extraordinarily strong month for E2Ws in India as sales were riding on a mix of fear and more fear.
India: What Hero MotoCorp Should be Worried About
Hero MotoCorp, the world's second largest manufacturer of two-wheelers has built a behemoth on one motorcycle platform. What happens when consumers shift?
India Feb 2026: A Good Month for Electric Mobility
E2W navigated a traditionally slow month and delivered a strong growth even as ICE 2W sales slowed down in India.
We Identified the Gap in the Market…
India-based Croc EV is a startup that looks at the significant gap between the capabilities of a two-wheeler and those of a regular three-wheeler. The gap is significant, and with the fast growth of e-commerce, there is scope for a delivery-oriented light vehicle platform targeted at the commercial/delivery segment.
Indian E2W Market is Damaged for the Long-term
With the price delta between ICE and E2Ws widening due to tax cuts favoring ICE two-wheelers, we fear that the Indian E2W market is damaged for the long-term.
A War India Can’t Win…
Indians have trounced the Chinese in ICE two-wheelers whenever the two have had head-on confrontations in any part of the world. However, the story may be different and the Indians are behaving like lame ducks when their biggest international bastion is under attack by the Chinese.