🚗 June 2025 Vehicle Sales Summary – India
| Segment | Company | Total Units (June 2025) | YoY Change | Domestic / Export Split |
|---|---|---|---|---|
| Two-wheelers | TVS Motor | 4,02,001 | +20% | Domestic: 2,81,012 (+10%), Exports: 1,17,145 (+54%) |
| Two-wheelers | Bajaj Auto | 2,98,484* (2W only) | –2% | Domestic: 1,49,317 (–16%), Exports: 1,49,167 (+18%) |
| Auto (2W+CV) | Bajaj Auto | 3,60,806 | +1% | Domestic: 1,88,460 (–13%), Exports: 1,72,346 (+21%) |
| Motorcycles | Royal Enfield | 89,540 | +22% | Exports: 12,583 (+79%) |
| PVs (Cars/SUVs) | Toyota India | 28,869 | +5% | Domestic: 26,453, Exports: 2,416 |
| PVs (Cars/SUVs) | MG India | 5,829 | +21% | Mostly domestic |
*Bajaj two-wheeler total excludes commercial vehicles, separate count added later.
🔍 Segment-Wise Analysis
🛵 Two-Wheelers
- TVS Motor continued its strong performance with 4 lakh+ units, up 20% YoY, led by both robust domestic demand and surging exports (up 54%).
- Bajaj Auto saw total two-wheeler sales decline slightly (–2%), hurt by a 16% drop in domestic sales, but export growth of 18% offset the decline.
🏍️ Motorcycles – Royal Enfield
- Royal Enfield posted a 22% YoY increase, selling 89,540 units in June. Their exports surged an impressive 79% YoY with 12,583 units.
- Model breakdown: Bikes ≤350 cc grew 25% (76,680 units); >350 cc grew 10% (12,860 units).
🚗 Passenger Vehicles (Cars & SUVs)
- Toyota India reported 28,869 units in June, up 5% YoY, with strong domestic sales and exports accounting for 2,416 units.
- MG India jumped 21% YoY to 5,829 units, led by EV Windsor demand.
- FADA cautions that overall industry growth may be flat, due to high dealer inventories and rare earth supply worries affecting EV supply chains.
🔄 Model-Wise Highlights
- TVS iQube topped EV scooter charts with 25,274 units sold in June.
- Bajaj Chetak EV scooter surged to 23,004 units—a YoY growth of 154%.
- Key Royal Enfield motorcycles like Himalayan, Classic, and Meteor fueled the 22% sales increase.
- On the car front, Toyota’s top performers were Fortuner and Innova, alongside stable Maruti volumes (via MarkLines May data extrapolation).
🔝 Competitive Landscape
- TVS vs. Bajaj: TVS outpaced Bajaj with high double-digit growth (TVS +20%, Bajaj –2% in 2Ws).
- Royal Enfield continues strong niche leadership in the higher-capacity motorcycle segment.
- Toyota and MG sustained growth in PVs, though macro factors (inventories, EV supply constraints) could limit further gains.
🔮 Future Outlook
- EV Momentum: EV scooters are climbing fast. Combined June EV two-wheeler sales reached ~1 lakh units; TVS and Bajaj accounted for ~79% of it. Supply chains dependent on rare earths pose a risk.
- Export-Led Growth: TVS, Bajaj, and Royal Enfield are leaning on export markets to cushion domestic slowdowns.
- Inventory Caution: FADA warns that high inventory (cars ~52–53 days versus 21 recommended) could dampen production and future ordering cycles.
- Model Refreshes & Launches: New upgrades like Bajaj NS400Z, KTM, and updates to TVS Apache and iQube will likely energize future sales.
✅ Conclusion
June 2025 marked a divergent sales environment in India:
- TVS Motor led two-wheeler growth with strong export gains.
- Bajaj Auto balanced declines at home with export recovery but lagged behind.
- Royal Enfield continued premium motorcycle dominance.
- Toyota and MG maintained PV growth, though the overall car market is cautious.
Looking ahead, EVs, exports, and new model launches will be pivotal—while sector-wide inventory pressures and supply-chain disruptions warrant attention.
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