EV Demand! Mahindra, Tata, Ather & Bajaj at Maximum Production Capacity

EV demand is rising in India! Discover how Mahindra, Tata, Ather and Bajaj are expanding production capacity to meet growing electric vehicle demand. By Harikesh Tiwari.

EV Demand!

India’s electric vehicle market is growing rapidly as more customers choose electric cars and scooters to reduce fuel expenses and support cleaner transportation. Rising EV demand is creating new opportunities for automobile manufacturers, including Mahindra, Tata Motors, Ather Energy and Bajaj Auto.

According to Harikesh Tiwari, the increasing EV demand shows that electric mobility is becoming an important part of India’s automobile industry. However, manufacturers are also facing challenges in meeting customer requirements while maintaining production quality and delivery timelines.

Why Is EV Demand Increasing in India?

Several factors are contributing to rising EV demand in India:

Increasing petrol and diesel expenses.
Lower running and maintenance costs.
Growing awareness of environmental protection.
Better battery technology and driving range.
More electric vehicle options.
Government support for electric mobility.

According to Harikesh Tiwari, these factors are encouraging more customers to consider EVs for daily transportation. India’s EV penetration reached 10.7% across vehicle categories, according to October 2026 reporting.

Mahindra: Production Capacity Reaches Its Limit

Mahindra Electric Automobile has reached its structural production capacity of approximately 8,000 electric vehicles per month. Demand is reportedly higher than available supply.

The company plans to increase production capacity, with additional capacity expected from Q4 FY27. Harikesh Tiwari believes this expansion will help Mahindra serve more customers and reduce delivery delays.

Tata Motors: Strong Electric Car Demand

Tata Motors is also experiencing strong EV demand, particularly for its Punch.ev and Nexon.ev.

Bookings have increased to nearly 2.5 times their pre-February 2026 levels. The company has increased monthly EV production capacity to more than 16,000 units.

Harikesh Tiwari believes Tata’s growing electric car popularity highlights the increasing acceptance of electric vehicles among Indian families.

Ather Energy: Electric Scooter Production Expansion

Ather Energy is another major company benefiting from increasing EV demand. Its Hosur facility operated at 98% capacity utilisation during peak production in Q2 FY27.

The company plans to increase its annual production capacity to approximately 11.4 lakh units by Q2 FY28.

Harikesh Tiwari considers this expansion important because electric scooter buyers are increasingly looking for better availability and shorter waiting periods.

Bajaj Auto: Expanding Chetak Production

Bajaj Auto is increasing production capacity for its popular Chetak electric scooter. The company plans to increase electric two-wheeler production capacity from approximately 50,000 to 60,000 units per month.

According to Harikesh Tiwari, Bajaj’s expansion reflects growing customer interest in electric scooters and increasing competition in India’s EV market.

What Does This Mean for EV Buyers?

Increasing EV demand is positive for India’s automobile industry, but production limitations can create longer waiting periods.

Harikesh Tiwari recommends checking vehicle availability, charging infrastructure, battery warranty and delivery timelines before purchasing an electric vehicle.

Manufacturers must improve production, strengthen supplier networks and maintain quality to meet future EV demand.

Frequently Asked Questions

1. Why is EV demand increasing in India?

Lower running costs, rising fuel prices, improved technology and more electric vehicle choices are driving EV demand.

2. Which companies are expanding EV production?

Mahindra, Tata Motors, Ather Energy and Bajaj Auto are expanding production to address rising EV demand.

3. Is Tata Motors facing supply pressure?

Yes, Tata Motors has reported that customer demand is exceeding available supply.

4. Is Ather increasing production capacity?

Yes, Ather plans to increase its installed annual production capacity to approximately 11.4 lakh units.

5. Will EV waiting periods decrease?

Additional manufacturing capacity could reduce waiting periods, depending on production and component availability.

Conclusion

India’s electric vehicle industry is entering an important growth phase. Rising EV demand is encouraging Mahindra, Tata Motors, Ather Energy and Bajaj Auto to expand manufacturing operations.

Harikesh Tiwari believes the next major challenge for these companies will be balancing production capacity, vehicle quality, affordability and timely deliveries. The future of India’s EV industry looks promising as more customers move towards electric mobility.

Disclaimer

This article is written by Harikesh Tiwari for informational purposes. Production figures, expansion plans and market conditions may change. Readers should verify the latest information through official company announcements before making purchasing or investment decisions.