TVS Motor Sep 2025 Sales Cross 5.41 Lakh: 12% YoY Surge Powers Record Q2 FY26 Milestone
TVS Motor Company Ltd., a frontrunner in India’s two- and three-wheeler arena, has charged into the festive season with a bang, posting total sales of 5,41,064 units in September 2025—a robust 12.14% year-on-year (YoY) growth from 4,82,495 units in the same month last year. This marks a 0.91% month-on-month (MoM) uptick from August’s 5,36,030 units, underscoring steady momentum amid GST 2.0 reforms and Navratri fervor. As TVS Motor September 2025 sales cross 5.41 lakh headlines ignite auto discussions, the figures highlight scooters and three-wheelers as growth engines, with exports hitting 1,22,108 units (up 10% YoY)—capping a record-breaking Q2 FY26 where quarterly volumes soared 22.69% to 15,06,950 units, the highest ever for the company.
This festive kickoff reinforces TVS’s position as the No. 3 player behind Hero (6.87 lakh) and Honda (5.68 lakh), with a diversified portfolio—from Apache motorcycles to iQube EVs—driving the surge. “Strong demand across domestic and international markets, coupled with focused growth in EVs and three-wheelers, has helped us achieve record quarterly sales,” a TVS spokesperson noted, crediting expanded retail and affordability plays for the uptick. Domestic two-wheeler sales rose 12% YoY to 4,13,279 units, while EVs grew 8% to 31,266 units despite magnet supply hurdles.
Sales Breakdown: Scooters Surge 17%, Three-Wheelers Leap 60%
TVS’s two-wheeler segment, the core of its business, clocked 5,23,923 units in September—a 11.05% YoY increase—led by scooters (2,18,928 units, up 17.23%) like the Jupiter and Ntorq, which captured urban commuters eyeing premium features under ₹1 lakh. Motorcycles grew 9% to 2,49,621 units, powered by the Apache RTR and Raider, while mopeds dipped slightly to 55,374 units (-0.72% YoY). EVs, including the iQube and iQube S, held steady at 31,266 units amid production constraints.
Three-wheelers stole the show with 17,141 units—a massive 60.15% YoY jump—fueled by cargo models for last-mile logistics. Exports contributed 1,22,108 units overall (10% YoY up), with two-wheelers at 1,10,644 (8% up), targeting markets like Africa and Latin America.
| Category | September 2025 Units | YoY Growth | Key Highlights |
|---|---|---|---|
| Total Sales | 5,41,064 | +12.14% | Record Q2 at 15.07 lakh units |
| Two-Wheelers | 5,23,923 | +11.05% | Scooters lead with 17% surge |
| Motorcycles | 2,49,621 | +9% | Apache, Raider drive premium mix |
| Scooters | 2,18,928 | +17.23% | Jupiter, Ntorq urban favorites |
| EVs | 31,266 | +8% | iQube steady despite magnet issues |
| Three-Wheelers | 17,141 | +60.15% | Cargo demand spikes |
| Domestic 2W | 4,13,279 | +12% | GST cuts unlock pent-up buys |
| Exports | 1,22,108 | +10% | 30% Q2 growth to 4 lakh units |
Q2 FY26 two-wheelers hit 14,53,501 units (22.11% YoY up), with scooters up 30.41% to 6,39,489 and EVs at 80,009 (6.51% up). Year-to-date FY26 (April-September) volumes stand at ~28.5 lakh units, aligning with 8-10% industry growth forecasts.
Festive Boost and Strategic Edges
GST 2.0 price reductions (up to ₹5,000 on entry models) and Navratri promotions across 20+ cities sparked a late-September rush, with domestic MoM growth at 2.5%. TVS’s 12 new/refreshed products since last festive—plus EV expansions like the iQube ST—catered to premium shifts, where scooters now claim ~42% of the mix. Exports’ 30% Q2 surge to 4 lakh units reflects global wins, including new Hunk variants in ASEAN.
Headwinds include magnet shortages capping EV growth (noted in filings) and competition from Ola’s S1 series, but TVS’s 17-18% market share holds strong. Analysts eye Q3 at 16-18 lakh units, with Diwali potentially adding 25% sequential lift.
Social media is abuzz. CNBC TV18’s sales post racked 5K views: “TVS crosses 5.41L in Sep—12% YoY, scooters up 17%! Festive beast mode? #TVSMotor.” Replies like @ScooterFanatic’s “Ntorq’s killing it—EVs next?” drew 200 likes. On Team-BHP, threads hit 400 upvotes: “Three-wheeler 60%? Last-mile EV hybrids incoming?”
For U.S. readers following global mobility, TVS Motor September 2025 sales crossing 5.41 lakh echo trends in affordable EVs and commuters, akin to Polaris’ international push. Economically, it fuels India’s $20B 2W sector, generating 15,000 jobs amid 7% GDP rise. Lifestyle perks? Fuel-sipping Ntorq cuts commute costs 30%, fitting urban hustle.
Politically, it supports Modi’s EV30@2030 via FAME incentives, mirroring U.S. IRA rebates. Tech? OTA updates on iQube enhance safety with geo-fencing.
User intent? “TVS Jupiter September 2025 deals” queries up 70% per Google Trends—check tvsmotor.com for EMIs. Set alerts for Dhanteras offers.
In wrapping up, TVS Motor’s September 2025 sales crossing 5.41 lakh, with 12% YoY growth and record Q2 highs, ignites festive optimism; as scooters and exports accelerate, TVS eyes FY26 leadership in a revving two-wheeler race.
By Sam Michael
October 4, 2025
Follow and subscribe to us for push notifications on the latest two-wheeler news—stay geared up!