Auto & EV

Cars, two-wheelers and India's electric transition.

India Sold a Record Number of Cars in August. The EV Share of That Number Went Down.

India's dealers retailed more vehicles in August than in any August on record. But the share of new passenger vehicles that were electric fell for the month, and the strong-hybrid alternative everyone expected to pick up the slack barely grew at all.

22 Sept 2026 · 5 min read

Auto & EV

India's Carmakers Just Posted Record August Sales. Their Stocks Fell on the Day They Announced It.

Tata Motors' passenger vehicle sales jumped 56% in August, Mahindra 42%, Maruti crossed a million units for the year — and Nifty Auto hit a record high. Several auto stocks still fell on results day, because dealer inventory is running well above the healthy range.

3 Sept 2026 · 5 min read

Auto & EV

One Number Is Hiding India's Real Festive-Season Car Problem

The industry-average dealer inventory figure looks manageable at a glance. It hides Maruti sitting on a 130,000-unit backlog at just 13 days of stock — which means someone else is carrying far more than the average, financed on borrowed money, into a festive season with a brutal year-on-year comparison waiting in October.

31 Aug 2026 · 5 min read

Auto & EVDeep Dive

GST 2.0 Promised India a Small-Car Comeback. SUVs Are Still Winning

Eleven months after GST 2.0 slashed small-car taxes, dealers are reporting record sales — but SUVs still take three of every five cars sold, and the small-car 'comeback' is mostly a rural story.

28 Aug 2026 · 7 min read

Auto & EV

Maruti, Tata and Mahindra Just Priced Three Very Different Bets on What Indian EV Buyers Want

Maruti's eVitara, Tata's Punch EV and Mahindra's BE 6 span a ₹10 lakh price gap between them. Each is a different theory about what will actually get an Indian buyer to choose electric — and only one of the three is betting on range.

27 Aug 2026 · 5 min read

Auto & EV

India Sold a Record Number of Vehicles in July. Dealers Are Sitting on a Record Pile Too

FADA's July 2026 data shows every vehicle category posting its best month ever, but passenger-vehicle dealer inventory has climbed to 33-35 days against a 21-day benchmark — a bet on the festive season that hasn't paid off yet.

22 Aug 2026 · 5 min read

Auto & EV

Maruti Sells Two in Five Cars in India. In EVs, It's Sold One in Twenty.

Six months after launching the eVitara, Maruti Suzuki holds roughly 5% of India's EV car market — in a segment where it still commands about 40% of every car sold overall.

20 Aug 2026 · 5 min read

Auto & EVDeep Dive

Petrol Is About to Lose the Indian Car Market. Not to EVs — to CNG.

Petrol's share of Indian car sales fell from 47.62% to 41.68% in twelve months. The alternative fuels now sit 1.09 percentage points behind it — and most of that gain went to CNG, not EVs.

14 Aug 2026 · 6 min read

Auto & EV

Carmakers Shipped 4.63 Lakh Cars in July. Dealers Only Sold 4.17 Lakh. Somebody Is Holding the Difference.

Every carmaker in India had a great July. Whether every dealer in India had a great July is a completely different question, and the two data sets that answer it were published within days of each…

11 Aug 2026 · 4 min read