Explore the April 2025 FADA vehicle retail data report with insights on sector-wise performance, EV growth trends, top-performing OEMs, and future outlook. Ideal for auto sector investors and market analysts.

🚗 April 2025 Auto Retail Data Report – Sector-Wise Performance & Investment Insights

📅 Published on: 20th May 2025
✍️ By Profit From IT – Research & Investment Desk

🔍 Sector-Wise Retail Performance (YoY Growth)

Segment	Apr'25 Retail	YoY Growth	MoM Growth
🛵 Two-Wheelers (2W)	16.87 lakh	🟢 2.25%	🟢 11.84%
🚖 Three-Wheelers (3W)	99,766	🟢 24.51%	🟢 0.39%
🚗 Passenger Vehicles (PV)	3.50 lakh	🟢 1.55%	🔴 –0.19%
🚛 Commercial Vehicles (CV)	90,558	🔴 –1.05%	🔴 –4.44%
🚜 Tractors (TRAC)	60,915	🟢 7.56%	🔴 –17.70%

🔋 Fuel Mix Evolution – Investment Trend for EVs

• EV Share Growth:

  • 2W EVs: 5.44% (up from 3.97% YoY) 🔼

  • 3W EVs: 62.68% (up from 52.49% YoY) 🚀

  • PV EVs: 3.5% (up from 2.26% YoY) 🔼

➡️ Investor Insight: Companies focused on 3W and 2W EV segments such as Ola Electric, Ather Energy, and TVS are poised for future scalability.

🌾 Sector Outlook & Economic Cues

• 🌦️ Above-normal monsoon forecast expected to boost rural demand.

• 💰 RBI's liquidity support to ease auto loan rates.

• 🧾 Inventory pressure in PV segment (50 days) might lead to deeper discounts, impacting margins.
  
  
  

🏆 OEM Performance: Best Performing Companies (YoY Growth & Market Share Gains)

🛵 Two-Wheelers

🚖 Three-Wheelers

🚗 Passenger Vehicles

🚜 Tractors

🚛 Commercial Vehicles

📊 Retail Sentiment Survey – Key Metrics

• 🪙 Liquidity Sentiment:

  • Neutral: 52.3%

  • Good: 23.8%

• 💭 Market Sentiment:

  • Neutral: 55.1%

  • Positive: 23.8%

• 📅 May 2025 Outlook:

  • Growth Expected: 37.5%

  • Flat: 48.4%

  • De-growth: 14.1%

💡 Investment Watchlist – Key Takeaways

✅ Top Gainers (YoY Growth):

• Ather Energy ⚡ (EV)

• Mahindra & Mahindra (PV + Trac + 3W) 🔼

• Skoda VW Group (PV) 🚗

• Force Motors (CV) 🚛

⚠️ Caution in:

• Entry-level PVs – weak retail trends

• CVs – ongoing price pressures, freight stagnation

• Urban 2W – financing bottlenecks

📌 Conclusion: Sector Positioning for Investors

• 🔋 EV Transition is most visible in the 3W segment—favorable for EV component suppliers and manufacturers like BAJAJ AUTO, Olectra, Greaves, and Mahindra Electric.

• 🌾 Tractor sector remains strong—watch Mahindra Tractors, Escorts Kubota, and TAFE for rural play.

• 🧾 Inventory glut in PV signals cautious approach; but SUV-focused players like Mahindra and Toyota still show resilience.

📜 Disclaimer

This blog is for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy/sell any securities. Readers should conduct their own due diligence