India’s two-wheeler exports hit 5.18m units as premium bikes and scooters gain share
India’s two-wheeler exports rose 23% to a record 5.18 million units in FY26. Higher-capacity motorcycles grew at a 12.8% CAGR and scooters at 18.2%, supporting a shift toward higher-value overseas demand for Royal Enfield, Bajaj Auto and TVS Motor.
What happened
India two-wheeler industry · India’s two-wheeler exports are shifting toward higher-value premium motorcycles and scooters, led by Royal Enfield, Bajaj Auto and
Key facts
- Overall two-wheeler exports reached a record 5.18 million units in FY26, up 23%
- Overall export CAGR was 3.9% over four years to FY26
- Motorcycle exports above 200cc grew at a 12.8% CAGR
- Scooter exports grew at an 18.2% CAGR
- Sub-125cc motorcycles account for more than 60% of exports
- FY27 export growth projected at 15-20%
- Exports to Nigeria remain about 39% of FY22 levels
- Rupee has depreciated about 15% against the US dollar since 2024
- Electric two-wheeler exports tripled in FY26 but remained below 1% of total shipments
Why this matters
India’s export momentum highlights opportunities to expand premium motorcycle and scooter distribution, localization and partnerships in overseas markets, while EV exports remain an early-stage adjacency.
What to watch
- Monthly export dispatches and realization per unit by motorcycle capacity band and scooter category.
- Nigeria registration, FX availability and distributor inventory normalization versus FY22 levels.
- New import duties, homologation requirements and local-assembly incentives in Africa, Latin America and ASEAN.
- Premium-model waiting periods, dealer additions, service throughput and genuine-parts sales.
- Electric two-wheeler export share moving materially above 1% of shipments.
- Expand premium-model SKU availability, localized accessories and service-part inventories in high-growth export markets.
- Prioritize distributor financing and after-sales capacity, since premium-bike retention depends on workshop coverage and affordable parts.
- Use CKD/SKD assembly and local sourcing selectively to manage tariffs, freight exposure and market-entry pricing.
- Build electric two-wheeler export pilots in markets with charging, incentives and urban delivery demand rather than treating EVs as a near-term volume driver.
Also reported by
- The Hindu BusinessLine — Same time