Energy Project

India's EV market, tracked, mapped. Every state. Every maker. Every month.

[Energy Project @energyprojectin]

India's installed power capacity: 548.9 GW as of June 2026. 54.2% non-fossil

Solar: 162.2 GW (+45.9 GW YoY, +39.5%)
Coal: 224.2 GW (+9.5 GW YoY, +4.4%)
Wind: 57.4 GW (+5.8 GW YoY, +11.2%)

[Energy Project @energyprojectin]

@janrosenow Here is the monthly change over time

[Energy Project @energyprojectin]

At the monthly level, June is already at 30%. More importantly, it keeps making higher highs over time

[Fidelis Lobo @FidelisLobo]

Exactly. That's how every record starts: first minutes, then a day, then a month, then a whole year.

[Energy Project @energyprojectin]

India's cooking gas (LPG) consumption rose MoM for the first time since Dec 2025 🔺

Dec 2025 peak: 3.1 MMT
Jun 2026: 2.2 MMT (+2.63% MoM, -13% YoY)

First uptick since the Strait of Hormuz crisis choked ~90% of India's LPG import route.

[Energy Project @energyprojectin]

@SonuBaghel_04 @shreemallatheru @tushv24 @ferrarirules86 Seems like we've reached the inflection point. 1 in 5 cars sold in Telangana is electric. 🤯 Sales are now constrained by production, not demand

https://t.co/pw5lNmEHpl

[Energy Project @energyprojectin]

@TorqueIndia EV penetration has reached a record 7.8% nationwide (1 in 13 cars sold is electric). Telangana is leading the charge at 21.72% - that's over 1 in 5 new cars sold being electric. ⚡🤯

[Energy Project @energyprojectin]

Less gooo😅

[Pranav Jindal @pranavjindal999]

Hey @Polymarket

Do you have a poll on ev penetration? I'll bet in nw on it.

@energyprojectin

[Energy Project @energyprojectin]

@pranavjindal999 @TheOmnius Seems like we've reached the inflection point. 1 in 5 cars sold in Telangana is electric. 🤯 Sales are now constrained by production, not demand.

https://t.co/pw5lNmEHpl

[Energy Project @energyprojectin]

@pranavjindal999 @TheOmnius Seems like we've reached the inflection point. 1 in 5 cars sold in Telangana is electric. 🤯 Sales are now constrained by production, not demand.

https://t.co/pw5lNmEHpl

[Energy Project @energyprojectin]

@TorqueIndia EV penetration has reached a record 7.8% nationwide (1 in 13 cars sold is electric). Telangana is leading the charge at 21.72% - that's over 1 in 5 new cars sold being electric. ⚡🤯

[Energy Project @energyprojectin]

@evelectree @ferrarirules86 @AsheeshAroraEV @rakeshkaswan @kushanmitra @volklub @Xroaders_001 @ketan_auto @BunnyPunia It may not have had much impact on overall passenger vehicle sales, but it has certainly boosted EV sales.

EV sales were up 105% YoY and 11% MoM, while non-EV sales were down 2.6% MoM

[Energy Project @energyprojectin]

June market share

TVS retained the #1 spot, followed by Bajaj and Ather.

[Energy Project @energyprojectin]

Q1 FY27 was the best-ever quarter for almost every major EV maker.

@tvsmotorcompany , @_bajaj_auto_ltd , @atherenergy , @HeroMotoCorp and @worldofriver all posted record quarterly sales.

@OlaElectric was the only major exception

[Energy Project @energyprojectin]

The biggest story is supply, not demand.

Most OEMs are running at full production capacity with long waiting periods

EV sales today are increasingly capped by how many vehicles manufacturers can build, not by customer demand

[Energy Project @energyprojectin]

10.6% EV penetration is a new all-time high for India.

This is the first time EV penetration has crossed 10%, meaning 1 in every 10 new two-wheelers sold is electric.

Goa and Odisha have already crossed 20% penetration, so more than 1 in 5 new two-wheelers sold is electric.

[Energy Project @energyprojectin]

India's electric 2-wheeler market keeps hitting new highs.

June 2026 was another record month, and Q1 FY27 was the strongest quarter ever for the industry.

👇

[Energy Project @energyprojectin]

@VahanWarta https://t.co/pw5lNmEHpl

[Energy Project @energyprojectin]

@TorqueIndia EV penetration has reached a record 7.8% nationwide (1 in 13 cars sold is electric). Telangana is leading the charge at 21.72% - that's over 1 in 5 new cars sold being electric. ⚡🤯

[Energy Project @energyprojectin]

@ferrarirules86 @VahanWarta @shreemallatheru @TorqueIndia

[Energy Project @energyprojectin]

@ferrarirules86 @TorqueIndia @Xroaders_001 Crazy numbers, even by two-wheeler standards. 🤯

It's so over for ICE by the end of this year

[Energy Project @energyprojectin]

@TorqueIndia @ferrarirules86 @Xroaders_001

[Energy Project @energyprojectin]

@TorqueIndia EV penetration has reached a record 7.8% nationwide (1 in 13 cars sold is electric). Telangana is leading the charge at 21.72% - that's over 1 in 5 new cars sold being electric. ⚡🤯

[Energy Project @energyprojectin]

@TorqueIndia EV penetration has reached a record 7.8% nationwide (1 in 13 cars sold is electric). Telangana is leading the charge at 21.72% - that's over 1 in 5 new cars sold being electric. ⚡🤯