Strong Market Position Despite GST Challenges

Ather Energy, India’s pioneering electric two-wheeler (E2W) manufacturer, remains optimistic about the growth prospects of the electric vehicle market, even as the Goods and Services Tax (GST) reduction on internal combustion engine (ICE) vehicles could potentially sway consumer choices. The company’s CEO expressed confidence that the demand for electric scooters will continue to flourish, driven by shifting consumer preferences and ongoing support for green mobility initiatives.

Impressive Sales Growth and Market Share

In the first half of 2025, Ather’s sales skyrocketed by 80.9%, totaling 94,816 units. This surge has positioned Ather as the fourth-largest player in India’s electric two-wheeler market, trailing behind major competitors like Ola and TVS. By September 2025, Ather achieved a 17.2% market share, surpassing Ola, and further increased this share to 19.6% in October.

• Sales in H1 2025: 94,816 units
• Market share in September 2025: 17.2%
• Market share in October 2025: 19.6%

Strategic Advantages and Infrastructure Expansion

Ather differentiates itself through its robust infrastructure, which includes over 4,322 fast-charging points across India, Nepal, and Sri Lanka, thanks to its Ather Grid initiative. Additionally, the company leverages its proprietary AtherStack 7.0 software, currently adopted by 89% of users, enhancing the overall customer experience.

The company is also ramping up its retail presence, planning to expand to 700 outlets and venturing into international markets, starting with Nepal. This strategic approach positions Ather favorably in a rapidly evolving market.

Impact of GST Policy Changes

India’s recent GST policy adjustments, which reduced the tax on ICE vehicles from 28% to a lower rate, have raised concerns about their impact on the electric vehicle sector. Despite these changes, Ather remains committed to promoting electric mobility as part of India’s vision for 30% EV penetration by 2030. The company believes that the advantages of electric vehicles, such as lower operating costs and environmental benefits, will continue to resonate with consumers.

According to the Economic Times, this policy aims to balance affordability with the need for sustainable transportation options.

The Future of Ather Energy

With plans to launch new models, including a motorcycle platform targeting the 125-300cc segment, Ather is positioned to cater to a broader audience. The company’s focus on premium models and expansion into South and Middle India further strengthens its market positioning.

As India continues to grapple with the transition to electric mobility, Ather Energy’s proactive strategies and commitment to innovation are likely to keep it at the forefront of the E2W market.