Tata Motors has long tried to be the pioneer of electric vehicle adoption in India. This stems from deep investments, scaling expertise and a large model line‑up. However, Tata is now facing rising competition that is increasingly catching up. Can they maintain their spot?
Investments & Ecosystem
Tata has reserved approximately ₹35,000 crores over five years to expand its EV and clean‑tech capabilities. Their goal is to double their EV portfolio from 8 to 15 models and maintain a market share of 18 to 20 per cent by 2030.
Tata has planned to begin battery cell production in 2026, supported by a comprehensive charger roll‑out. This localised supply chain should reduce costs and improve margins, that is, if Tata can deliver on this promise.
Market Position
In 2023, Tata claimed about 73 percent of EV sales. But that slid to 62 percent in 2024, before plunging to roughly 36 percent in April 2025 , amid fierce competition from more mass-market brands entering the electric space.
Tata still leads in volume. In May 2025 it sold 4,319 units, accounting for 35.4 percent of the market, narrowly ahead of rivals MG Motor and Mahindra who surged in April 2025, capturing 28 percent and 24 percent share respectively. Combined, they nearly match Tata’s volume. They have released newer models quite quickly to try to keep its market share.
Competitive Models Like The Harrier.ev, Curvv, Tiago.ev
Models like the Tiago.ev and the Tigor.ev provide electric powertrains to Tata’s entry-level models allowing them to grab first-time customers and those conscious about running costs. This has also allowed them to break into the electric taxi segment, where running costs matter the most. The Tigor.ev has become the default choice for electric fleet operators.
Models like the Harrier.ev and the Curvv.ev deliver 400-500 KM of range, good NCAP safety ratings and are loaded with features. Tata now has an EV at every major price point from the budget-oriented customer up to the top-end Harrier.ev.
What’s Changing?
Competitors are catching up. New models from MG and Mahindra bring a fresh design, better performance and aggressive pricing. Their combined market share is approaching Tata’s, forcing sharper innovation and price competitiveness.
Tata plans to launch more models such as the Sierra.ev and upgraded versions of current vehicles in FY 2026. The success of this pipeline will be crucial to retain leadership.
Verdict
Tata still enjoys scale, supply chain integration, and a large EV line‑up. But its dominance is eroding fast. The rise of MG and Mahindra suggests the market simply isn’t content with what Tata is offering right now. The next year will test whether Tata can fix quality issues, deliver on its gigafactory promise and keep pace with its competitors.
