EV waits stretch to 3 months in India as fuel-price shock lifts BEV demand 40%

Iran-war fuel spikes are pushing Indian buyers to EVs, with Maruti's e-Vitara bookings doubling, Mahindra XEV 9e at 6-8 week waits, and Mercedes CLA BEV at 2-3 months. BMW's EV mix hit 33% in May vs 21% in December; Tata sees 30-33% EV bookings against 15-16% deliveries.

— Source publishedSat, 13 Jun, 2026, 06:15 IST·First seen Sat, 13 Jun, 2026, 06:41 IST·Source ET Small Business

What happened

Maruti Suzuki · EV demand in India is surging on fuel-price spikes from the Iran war, stretching waits to three months. Maruti, Mercedes-Benz, BMW, Mahindra,

Key facts

  • 40% BEV demand rise since March
  • 2-3 month wait for CLA BEV
  • 33% EV share at BMW in May vs 21% in December
  • e-Vitara bookings doubled in a month
  • 6-8 week wait for XEV 9e
  • EV bookings 30-33% of Tata demand vs 15-16% deliveries

Why this matters

The 30-33% bookings vs 15-16% delivery gap exposes supply-constrained OEMs as acquirers of battery, motor, and last-mile delivery capacity.