1. Market Overview: Record-Breaking EV Sales in September

In September 2026, India's electric vehicle market continued its rapid expansion. According to data from the Federation of Automobile Dealers Associations (FADA), total EV sales reached approximately 333,000 units in September, up about 74% year-on-year. Electric two-wheelers remained the dominant segment, while electric passenger vehicle registrations hit an all-time high.

In the passenger vehicle segment, data from the Vahan registration portal shows that electric passenger vehicle registrations reached 35,948 units in September, up approximately 94% year-on-year, with EV penetration in the overall passenger vehicle market rising to about 8.3%. Domestic brands Tata Motors and Mahindra together accounted for nearly 63% of the market, continuing to dominate India's electric passenger vehicle landscape.

Figure 1: India EV Market Structure by Volume, September 2026

2. Electric Passenger Vehicles: Tata and Mahindra Maintain Dominance

September saw a clear concentration in India's electric passenger vehicle market. Tata Motors led with 14,333 registrations and a market share of approximately 40%. Mahindra ranked second with 7,779 units and about 21.6% share. Together, the two domestic manufacturers captured nearly 63% of the market, reflecting the leading position of Indian automakers in the EV transition.

Behind the top two, MG, VinFast, and Kia formed the second tier. Notably, Kia overtook Maruti Suzuki to claim fifth place in September. Among luxury brands, BYD registered 836 units, Hyundai 792, BMW 502, and Tesla 291 units (up 322% year-on-year). While Tesla's volume in India remains small, its year-on-year growth rate is significant.

Figure 2: India Electric Passenger Vehicle Registrations by Brand, September 2026

From a product perspective, the Mahindra XEV 9 series (including the XEV 9e and XEV 9s) emerged as a market favorite, with the XEV 9s becoming India's best-selling electric model in August at 4,508 units. Tata relies on a multi-model lineup including the Nexon EV, Punch EV, and Curvv EV. VinFast is steadily gaining share with models like the VF 6. Products from ev charger manufacturers china that support both AC and DC charging, feature OCPP charger protocol, and offer smart EV charger capabilities are well positioned to serve India's growing wallbox EV chargers and commercial EV charging demand.

3. Electric Two-Wheelers: TVS Leads as Traditional Manufacturers Surge

Electric two-wheeler registrations reached approximately 207,000 units in September, continuing to account for the largest share of India's EV market. The market landscape shifted significantly: traditional motorcycle giant TVS led with 53,990 units and about 26% market share, followed by Bajaj with 48,383 units. Ather ranked third with 30,550 units, and Hero Group's Vida brand ranked fourth with 24,325 units.

Ola Electric, once the leader in electric two-wheelers, registered only 13,451 units in September, ranking fifth and declining year-on-year. This shift reflects a transition in India's electric two-wheeler market from startup dominance to comprehensive competition from traditional manufacturers. TVS, Bajaj, and Hero are rapidly capturing share with their established manufacturing capabilities, dealer networks, and brand trust.

Figure 3: Top 6 Electric Two-Wheeler Brands in India, September 2026

FADA President Sai Giridhar noted that India's electric two-wheeler growth is demand-driven rather than policy-driven, and that electric mobility has become a durable thread in India's growth story. With the festive season underway, electric two-wheeler sales are expected to continue climbing in the fourth quarter.

4. Charging Infrastructure: Public Charging for Cars and Battery Swapping for Two-Wheelers

4.1 Public Charging Infrastructure for Four-Wheelers

According to India's Ministry of Heavy Industries, the number of public charging points across India reached 67,657 as of August 2026, including 1,139 battery-swapping station interfaces. These "public charging points" primarily serve electric passenger and commercial vehicles, using CCS2 DC fast charging and Type 2 AC connectors. This represents more than a 12-fold increase from approximately 5,000 in early 2022, and more than double the 29,151 recorded in December 2024.

Separately, data presented to the Indian Parliament in July 2026 showed 52,718 public EV charging stations nationwide, of which 16,561 are equipped with DC fast chargers for cars — a fast-charging station ratio of about 31%. It should be noted that "charging stations" and "charging points" are different statistical metrics, as one station may contain multiple charging points. Automotive DC fast chargers in India are predominantly 25kW to 60kW, with 100kW+ ultra-fast stations beginning deployment along highways.

Figure 4: India Public EV Charging Points Growth (Primarily for Four-Wheelers)

Despite the rapid growth in charging infrastructure numbers, a September 2026 report by the Institute for Energy Economics and Financial Analysis (IEEFA) notes that India's charging experience still has significant room for improvement. The report argues that as the number of charging stations grew from 5,151 in 2022 to 52,718 by July 2026, the industry focus should shift from "building chargers" to "improving charging experience," including charger reliability, payment convenience, and maintenance response speed. EV charging solutions that prioritize uptime and smart management will differentiate ev charger manufacturers china in this market.

The Indian government continues to subsidize charging infrastructure under the FAME-II scheme. The PM E-Drive program explicitly distinguishes deployment targets by vehicle type: 22,100 fast chargers for four-wheelers, 1,800 for electric buses, and 48,400 charging facilities for two- and three-wheelers. However, compared with the rapidly growing EV fleet, public charging infrastructure for cars remains unevenly distributed, concentrated mainly in large cities and along highways, with insufficient coverage in smaller cities and rural areas. DC fast charger deployment along highways and wallbox EV chargers in residential and commercial settings represent key growth areas for ev charger manufacturers china. High-power liquid cooled DC charger products are expected to see growing demand along India's highway corridors.

4.2 Two-Wheeler Charging and Battery Swapping

Electric two-wheelers use fundamentally different refueling methods from cars. Due to their small battery packs (typically 2-4kWh), two-wheeler users primarily charge in two ways: portable home charging through a standard 5A socket, taking 12 to 15 hours for a full charge; or battery swapping, exchanging a depleted pack for a fully charged one at a swap station in about 2 minutes. The CCS2/Type 2 connectors used by public car chargers are incompatible with two-wheelers — two-wheelers use India's indigenous Bharat AC-001 and Bharat DC-001 standards, as well as the LECCS (Type 7) light vehicle standard approved by BIS in 2023.

Battery swapping is the core refueling model for India's electric two-wheelers. According to 2026 data from EVz and EVSelect, India's largest swap operator, Battery Smart, runs approximately 1,600 swap stations across 50+ cities, with over 100 million cumulative swaps, accounting for roughly 70% of India's organized battery-swapping infrastructure. SUN Mobility operates 600+ quick interchange stations, largely for three-wheeler fleets. Honda's e:Swap network operates in Bengaluru, Delhi, and Mumbai, with plans to deploy 500 automated swap stations across these three cities. Ola Electric also maintains a proprietary Hypercharger fast-charging network for its scooter owners.

From a market opportunity perspective, the two-wheeler segment generates sustained demand for portable EV chargers and home charging cables; the battery cabinets and power modules inside swap stations represent a separate product category. For charger exporters, the product opportunities in India's two-wheeler market are entirely distinct from the four-wheeler market and require separate product strategies.

5. India in the Global Context: Leading Growth with a Significant Infrastructure Gap

From a global market perspective, India's position and growth potential merit close attention from EV charger exporters worldwide. India overtook Japan in 2023 to become the world's third-largest automobile market. According to a 2025 forecast by JMK Research, India will become the world's third-largest electric vehicle market by 2028, trailing only China and the United States. In the electric two-wheeler segment, the IEA's Global EV Outlook 2026 identifies India as the world's second-largest electric two-wheeler market, with China, Türkiye, India, and Viet Nam together accounting for 95% of global electric two/three-wheeler sales.

However, India's public charging infrastructure density for cars remains significantly below the global average relative to its growing EV fleet. According to analyses by Wattway and Deloitte, India currently has approximately one public charger for every 235 EVs on the road (this metric primarily covers passenger and commercial vehicles; two-wheelers rely mainly on home charging and battery swapping and are not counted in public charger density), compared with a global benchmark of one charger per 6 to 20 EVs. Under its EV30@30 target, the Indian government plans for 80 million EVs by 2030, requiring approximately 3.9 million public and semi-public charging stations — a ratio of one station per 20 EVs. This implies a multi-fold growth runway for automotive charging infrastructure in India over the coming years.

For global EV charger exporters, India's opportunities span multiple segments: in residential and workplace scenarios, 7kW to 22kW AC chargers and wallbox EV chargers see broad demand; in the electric two-wheeler segment, portable EV chargers and portable charging cables address unique user needs; along highways and in urban high-traffic locations, DC fast chargers and high-power liquid cooled DC chargers are entering the deployment phase. smart EV charger products supporting OCPP protocol with intelligent O&M capabilities will gain competitive advantage in the Indian market.

6. Market Trends and Outlook

First, India's EV market is shifting from policy-driven to demand-driven growth. September data shows that growth in both electric passenger vehicles and two-wheelers is increasingly fueled by genuine consumer demand rather than subsidy policies. As product choices expand, prices decline, and charging networks improve, consumer acceptance continues to rise.

Second, traditional automakers are demonstrating latecomer advantages in the EV transition. In two-wheelers, TVS, Bajaj, and Hero have overtaken startup brands; in passenger vehicles, Tata and Mahindra firmly lead with domestic advantages. This trend carries important implications for global automakers and supply chain companies.

Third, charging infrastructure is entering a "quality improvement" phase. After rapid quantity growth, reliability, operational efficiency, and user experience have become new competitive focal points. smart EV charger products supporting OCPP charger protocol, with intelligent O&M capabilities and high protection ratings, will gain greater competitive advantage in the Indian market.

Fourth, India has enormous demand for AC chargers and destination charging. Since India's EV fleet consists primarily of two-wheelers and small passenger cars, 7kW to 22kW AC chargers have broad application in residential, workplace, and commercial destination scenarios. Electric two-wheeler users are also driving growing demand for portable EV chargers and portable charging cables. As battery-swapping models develop for electric two-wheelers, the complementary deployment of swapping stations and chargers will also become a trend. ev charger manufacturers china offering CE certified and UL listed EV charger products with OCPP smart charging capabilities are well positioned for this growth.

Data Sources

1. Autocar Professional, "Electric Car Registrations Hit Record 35,948 in September; EV Share Rises to 8.3%", October 2026

2. Global Auto Insight, "India Electric Vehicle Registrations Hit Record in September", October 2026

3. FADA (Federation of Automobile Dealers Associations), September 2026 EV Sales Data

4. Vahan Vehicle Registration Portal, India, September 2026

5. Auto Punditz, "Electric Two-Wheeler Registrations Cross 2.07 Lakh Units in September 2026", October 2026

6. Trade Brains, "TVS to Ola: Who Dominated India's Electric Two-Wheeler Market in September 2026?", October 2026

7. Ministry of Heavy Industries, Government of India, Public Charging Infrastructure Data, August 2026

8. IEEFA, "Improving the EV Charging Experience in India: Beyond Charger Deployment", September 2026

9. TheWheelFeed, "Tata EV Sales September 2026", October 2026

10. Mileagewala, "Top 10 Electric Car Brands in India September 2026", October 2026

11. JMK Research, "India EV Market Forecast 2025-2030", 2025

12. International Energy Agency (IEA), "Global EV Outlook 2026", 2026

13. Wattway, "How Many EV Charging Stations Does India Have?", August 2026

14. Deloitte, "Driving Toward Zero Emissions: Renewable-Powered Charging Infrastructure for India's EVs", 2026

15. EVz, "Battery Smart Battery Swapping: Stations, Cost & Coverage", 2026

16. EVSelect.in, "EV Battery Swapping in India 2026: How It Works, Networks & Costs", August 2026

17. Invest India, "Beyond OEMs: Electric Vehicle Investments", September 2026

18. Bolt.Earth, "EV Charging Connectors in India: A Masterclass on Standards", 2026