Nerva-Exe-4

Is Europe’s Love for Electric Not Returning?

The European Association of Motorcycle Manufacturers (ACEM) released the sales numbers for Jan-Sep 2025, and they look bad for two-wheeled electric mobility in Europe.

Published : November 4, 2025
422 words

Table of Content

It’s ironic that in the week when EICMA, Milan opens up, we want to talk about the declining enthusiasm for electric mobility in Europe. It’s just that the European Association of Motorcycle Manufacturers (ACEM) released the sales numbers for Jan-Sep 2-25, and they look bad for two-wheeled electric mobility in Europe.

Europe has its strengths. It’s a relatively flat continent with spread-out urban centers. The continent likes to take leadership in design and environmental matters, and often the world follows the standards set by Europe in terms of environmental policies.

However, Europe is expensive, both in terms of living and manufacturing costs. As a two-wheeler market, it is also extremely fragmented. More than 1,000 brands participate in a market of less than two million registered two-wheelers. The market leader has just about a 10% share of the market.

First, the Numbers…

In the first three quarters of 2025, the five biggest motorcycle markets in Europe (France, Germany, Italy, Spain, and the UK) accounted for 21,105 units in registration. This was marginally lower than 21,911 units registered in the same time period in the previous year. We are nowhere close to the 32,790 electric motorcycles that the top five markets registered in the first nine months of 2022, right after COVID-19.

We are not scaling the post-COVID-19 sales peaks anytime soon.

It is noteworthy that ICE motorcycle sales have also dipped in the same period, from 865k units in the first nine months of 2024 to nearly 803k. As a result, the penetration rate climbed marginally, from 2.47% to 2.56%.

Mopeds fared much better than motorcycles. Europe defines mopeds as sub-50cc (or equivalent) two-wheelers with speed restricted to 45 kph. This has always been the more popular category in Europe. ICE moped sales peaked in 2020 and have been steadily declining ever since. For the first nine months of 2025, the six biggest (Belgium, France, Germany, Italy, the Netherlands, and the UK) moped markets in Europe reported registration numbers of 77,221 ICE mopeds, a 17.4% decline from 93,504 ICE mopeds registered in the same period in 2024.

Electric moped sales also declined in the same period, from 38,799 units to 33,420 units in the first nine months of 2025. A slightly lower rate of decline meant that penetration levels improved from 29.3% in the first nine months of 2024 to 30.21% for the same period in 2025. This is inching the penetration levels towards the COVID-19 high of 32.69% even though absolute sales numbers are nowhere close.

What is driving Low Sales?

Europe moved to higher emission norms as of 1st January 2025. This created a huge sales spike towards the end of 2024 and has impacted sales in 2025.

Previous Article

Indian E2W Penetration Crashed in October 2025

India E2W sales hit a record high even as the E2W penetration levels hit their lowest in October 2025. Within that, Ather shines bright, Ola is fading fast...

Next Article

Hero Vida Makes Giant Leaps at EICMA 2025

Chairman, Pawan Kant Munjal is now at the helm of things at Hero's electric brand Vida. At EICMA 2025, Vida came out of its shell

Insight EV Related Articles

Niu’s Q2 Meets Revenue But Fails on Margins

Niu Technologies reported its Q2 2026 results, and there is a worrying trend of declining revenues per scooter and falling margins. The progress of 2025 has been undone this year. First, The Numbers The company reported revenues of RMB 1,440.4 million (USD 213.5 million), an increase of 14.7% year over...

August 12, 2026

Vmoto is having a Quiet Resurgence

While we were not looking, Vmoto has had the two best quarters of its recent life. Sales in H1 2026 hit 12,713 units, with 6,693 units sold in Q1 26 and 6,020 units sold in Q2 26. This is a big leap from CY 25, Vmoto's worst year in history. After...

August 11, 2026

Ola Burns Cash to Move the Sales Needle…and Fails!

This note on Ola's Q1 FY 27 financials uses a year-on-year comparison. That is how any responsible analyst would do it. However, if you are looking at doing a quarter-on-quarter analysis, like the company would like you to, then please head here to download Ola's excellent shareholder newsletter. With that, let's...

August 8, 2026

July 2026: India Continues Its Strong Run

Last month, when we did this analysis, we were short of time, and we ran it in a Q&A format. Guess what? It was a super hit! We received very strong positive feedback about the format, so we decided to continue the experiment in this round as well. How have the...

August 3, 2026

The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.

© Copyright 2025 insightev. All rights reserved.