Whalesbook
Dekho, ye jo e-scooter sales mein aaj toofani tezi dikh rahi hai na, iske peeche sabse bada reason hai petrol prices ka bhadna aur West Asia mein chal rahe tensions. Logo ko lag raha hai ki fuel kam pad jayega ya fir prices aur upar jayenge, isliye sabne fatfat electric scooters ki taraf dekha. Is dar ki wajah se, April 2026 mein e-scooters ki sales ekdum se 61% badh kar 1,48,740 units ho gayi! Ye numbers pichle saal ke comparison mein 60.73% zyada hain. Mazedaar baat ye hai ki companies ne price badhane ke baad bhi ye growth dikhaya hai.
Kaun sabse aage nikla? TVS Motor ne toh kamaal hi kar diya, unki sales 88.64% badhi aur woh 37,683 units bech kar number 1 ban gaye. Bajaj Auto bhi peeche nahi raha, unki sales 71.68% badh kar 32,898 units tak pahunch gayi. Ather Energy ne toh 102.78% ki jabardast growth dikhayi aur 27,034 units beche. Haalaanki, March ke muqable mein April mein sales 22.15% kam rahi, jo shayad financial year ke end ya pehle ke subsidy offers ki wajah se rush ka asar ho sakta hai.
Market mein competition bhi tagda hai. TVS aur Bajaj apne strong dealer network aur iQube, Chetak jaise popular models se market share badha rahe hain. Lekin Ola Electric ki position kamzor padti dikh rahi hai, woh fifth position par aa gaye hain aur unka market share 21% se gir kar sirf 8% reh gaya hai. Hero MotoCorp ka VIDA brand bhi 147.77% growth ke saath dikh raha hai. Overall, sector mein toh 28.20% CAGR ki growth 2034 tak expected hai.
Par bhai, ye sab mein kuch challenges bhi hain. Sabse bada hai battery ke parts ka cost badhna aur March 2026 mein PM e-DRIVE scheme ke tahat milne wali important subsidies ka khatam hona. Isse sawaal uth raha hai ki kya ye demand sirf darr ki wajah se hai ya long term mein bhi sustainable rahegi? Companies ko raw material ke badhte expenses se dikkat ho rahi hai. Ola Electric ke IPO valuation ko bhi kam kar diya gaya hai, jabki Ather Energy $1.4 billion par hai. Moody's ne India ka 2026 growth forecast 6% kar diya hai, jiska matlab hai consumer spending kam ho sakta hai.
Lekin long term mein toh e-scooter market ka future bright lag raha hai. Nayi tech, zyada charging stations aur logo ki badalti pasand isko fuel karegi. Par lasting growth tabhi hogi jab companies badhte costs ko handle karein, subsidy khatam hone ke baad bhi prices competitive rakhein, aur brand loyalty aur service quality par focus karein.