‘A clear, stable, and forward-looking policy roadmap is essential to build investor confidence and drive sustained growth' | Photo Credit: ANUSHREE FADNAVIS

The draft Delhi Electric Vehicle (EV) policy should extend across the National Capital Region (NCR) as limiting benefits to Delhi alone will create distortions, because vehicles are purchased and operated across Gurugram, Faridabad, and the broader NCR, said Anjali Rattan, Chairperson, RattanIndia Enterprises.

The maker of Revolt electric motorcycles said the EV sector requires significant long-term investments to scale and therefore, a clear, stable, and forward-looking policy roadmap is essential to build investor confidence and drive sustained growth.

“If Delhi wants meaningful EV scale, motorcycles are the real lever. Electrifying this segment will deliver the biggest impact on emissions, fuel savings, and overall adoption,” Rattan told businessline.

Leading two-wheeler companies such as Hero MotoCorp said they were still reviewing the draft policy. Queries sent to Honda Motorcycle and Scooter India, TVS Motor Company and Bajaj Auto remained unanswered.

Meanwhile, the Society of Indian Automobile Manufacturers (SIAM) said the policy should be enabling rather than putting in place a lot of mandates.

“Our position from SIAM has been that enablers are the best way to promote EVs, and not mandate. Government has definitely taken the route of the enabler. We also have to see that the draft policy ensures that it does not move towards too many mandates. But, definitely these policies have the full intention of driving the adoption of EVs,” Shailesh Chandra, President, SIAM, told reporters.

According to the draft EV policy, From January 1, 2027, only electric three-wheelers would be be permitted for new registration in the NCT of Delhi, and from April 1, 2028, only electric two-wheelers will be allowed for fresh registration.

Strong opportunity

Analysts said while this transition presents a strong opportunity for EV makers, traditional players will need to strategically realign, recalibrate, and replan their operations to stay competitive.

“Most legacy OEMs (Bajaj, Hero, Honda and TVS) already have EV portfolios in place; however, the focus must now shift towards scaling up for mass production. This transition is challenging particularly given the industry’s significant dependence on China-centric supply chains,” Puneet Gupta, Director, Sales and Powertrain Forecast, India & ASEAN, S&P, said.

Gupta said charging infrastructure could be a bottleneck, but not a blocker to growth of EVs. “Some challenges will be there but the government is not banning the entire fleet. It’s limited to new vehicles only.”

“Even when CNG was implemented there was nothing, but gradually we saw growth in the number of pumps. I think the key driver is making people breathe healthy,” Gupta added.

On charging infrastructure, Rattan said while two-wheelers are relatively easier to manage, with options such as portable batteries and simple three-pin charging, charging infrastructure is a much bigger challenge for three-wheelers and four-wheelers compared to two-wheelers.

Published on April 14, 2026