India moves on ~400 million wheels — and the data is alive.
A breathing view of the Indian automotive ecosystem — vehicles, dealers, OEMs, EV penetration, and the metros that drive demand. Built from public-domain MoRTH Vahan (~39.77 cr · 28 Feb 2026), SIAM, FADA FY26 retail and PIB releases — refreshed against the latest reported numbers.
Numbers that should stop the room.
One ecosystem. Hundreds of millions of moving parts. Here's where the Indian automotive industry stands today.
Where the country actually moves.
State-by-state share of registered vehicles, dealer outlets, and EV penetration — the texture behind the headline.
Two-wheelers drive the country.
FADA retail
21× in seven years.
The real money lives after the showroom.
New vehicle sales are only the visible tip. The ecosystem around it — used vehicles, spare parts, servicing, customer journeys, and the wave of internet-first companies — is several times larger and growing faster.
Bigger than new — and barely organised.
- Used cars sold · FY25~5.3M
- Used : New car ratio~1.4×
- Used 2-wheelers · est.~14M
- Organised share~20–25%
A $14B replacement economy.
- Auto-component aftermarket~$14B
- Total auto components industry~$74B
- 2030 forecast · aftermarket~$30B
- Online share · today< 5%
A million-plus workshop economy.
- Total workshops & garages~1.5M
- Authorised dealer workshops~35,000
- Multi-brand & independent~95%
- Annual service revenue · est.~$25B+
Bought offline. Decided online.
- Start research digitally~85%
- Avg research time60–90 days
- Avg dealer touchpoints6–8
- Finance attached · new PV~78%
A decade of digital automotive.
- Internet-first auto ventures200+
- Capital raised since 2015~$30B+
- Mobility unicorns · India10+
- CategoriesEV · used · CV · fleet
Power, batteries & the new grid.
- EV share · new sales FY25~7.8%
- EV CAGR · last 3 yrs~60%
- Public chargers~25,000+
- Target by 203030% EV share
The largest retail network in the country may be automotive.
Beyond vehicles — the dealerships, workshops, and chargers that the entire ecosystem hangs off.
The opportunity is not in the headline. It's in the gaps.
Three structural shifts we are watching, building for, and investing in.
EV economics tipping point
EV share has compounded ~70% YoY in select states. Charging networks, battery health, and used-EV pricing are the next billion-dollar layers.
Commercial vehicles getting smart
~1M new CVs every year, ~10M+ on Indian roads, but most still data-dark. Telematics, finance, used CV, and aftermarket are wide open.
Data as common infrastructure
Lifecycle data — chassis, dispatch, finance, insurance, service — still lives in islands. Neutral exchanges are the next utility layer.
If you operate in automotive — or want to — the next ten years happen here.
We build with this map open on every wall. If you'd like to read it together, let's talk.