India EV Market: India’s electric vehicle (EV) market crossed a major milestone in 2025, with total EV sales reaching 2.3 million units, accounting for 8 per cent of all new vehicle registrations, according to the Annual Report: India EV Market 2025 prepared by the India Energy Storage Alliance (IESA) based on Vahan Portal data. The report, released this week, highlighted that EV adoption accelerated steadily through the year, supported by policy incentives and a sharp festive-led surge in the final quarter.

India’s broader automobile market recorded 28.2 million vehicle registrations in 2025, with two-wheelers remaining dominant, accounting for over 20 million units, or 72 per cent of total sales. Passenger four-wheelers crossed 4.4 million units, while tractors and agricultural vehicles exceeded 1.06 million units, reflecting broadly stable demand across segments. The report noted that overall vehicle sales growth remained steady during Q1 to Q3, followed by a festive-led acceleration in Q4, aided by GST benefits and year-end consumer demand.

Electric two-wheelers continued to anchor EV adoption, with 1.28 million units sold, representing 57 per cent of total EV sales. Electric three-wheelers (L3 and L5 combined) followed with 0.8 million units, or a 35 per cent share, while electric four-wheelers recorded sales of 1.75 lakh units. In the electric four-wheeler segment, the report noted strong momentum in electric goods carriers, particularly in small and light commercial vehicle segments, indicating early progress in the electrification of logistics applications.

Among states, Uttar Pradesh emerged as India’s largest EV market in 2025, with more than 4 lakh EV units sold, accounting for 18 per cent of total EV sales. Maharashtra accounted for 2.66 lakh units, or 12 per cent, while Karnataka recorded 2 lakh units, or 9 per cent. Together, these three states accounted for over 40 per cent of national EV volumes.

Despite lower absolute vehicle sales, states such as Delhi, at 14 per cent, Kerala, at 12 per cent, and Goa, at 11 per cent, recorded higher EV-to-ICE ratios. The report also noted that Tripura, at 18 per cent, and Assam, at 14 per cent, recorded robust EV-to-ICE ratios in 2025.

The IESA report stated that the government determined the electric three-wheeler segment had reached a sufficient level of market maturity and penetration, at around 32 per cent. A major policy development during the year was the conclusion of India’s largest-ever electric bus tender. Convergence Energy Services Limited (CESL) announced the successful completion of a 10,900 electric bus tender under the Rs 10,900 crore PM E-DRIVE scheme, aimed at accelerating green public transport.

The report indicated that while EV penetration remained strongest in light vehicle segments, the government’s focus on electrifying heavy commercial vehicles, supported by dedicated charging infrastructure development, continued to strengthen the long-term electrification roadmap, positioning India’s EV ecosystem for sustained growth beyond 2025.

Google has expanded the shopping capabilities of its Gemini AI chatbot by partnering with major retailers including Walmart, Shopify and Wayfair, enabling users to browse and buy products directly within the chatbot, the company said on Sunday, AP reported.The move, announced on the opening day of the National Retail Federation’s annual convention in New York, positions Gemini as both a virtual shopping assistant and a transaction platform, allowing customers to complete purchases without leaving the chat interface.According to Google and Walmart, an instant checkout feature will let users buy products from participating retailers through multiple payment providers directly inside Gemini. Customers who link their Walmart and Gemini accounts will receive personalised recommendations based on past purchases, and items bought through the chatbot can be added to their existing Walmart or Sam’s Club online carts.“The transition from traditional web or app search to agent-led commerce represents the next great evolution in retail,” Walmart’s incoming president and CEO John Furner said in a joint statement with Google and Alphabet CEO Sundar Pichai.Google said Gemini’s shopping feature can respond to product-related queries — such as recommendations for ski gear — by pulling items from participating retailers’ inventories and facilitating purchases within the same conversation.The announcement comes amid intensifying competition among tech giants to dominate AI-powered commerce. Google, OpenAI and Amazon are all racing to enable seamless shopping experiences that take users from product discovery to checkout within chatbots.OpenAI and Walmart unveiled a similar partnership in October, allowing ChatGPT users to purchase most items available on Walmart’s website through instant checkout, excluding fresh food. Ahead of the holiday shopping season, OpenAI also launched in-chat purchasing for select retailers and Etsy sellers.Salesforce estimates that artificial intelligence influenced $272 billion, or about 20 per cent, of global retail sales during the recent holiday season.Google said the AI-assisted shopping features in Gemini will initially be available only to users in the US, with international expansion planned in the coming months.