India's EV Two-Wheeler Growth, Competition and Supply Chain: An Interview with Ather's Tarun

A discussion with Tarun of Ather on the state of India's electric two-wheeler market, covering demand trends, production scaling, competition, raw material pressures and profitability. The conversation is built on the company's recent quarterly results and internal capacity figures.

■ Market Demand and Adoption
- Rising consumer interest in electric vehicles in India and how recent global events have shifted perceptions
- Current penetration level of EVs among two-wheelers and whether demand or supply is the limiting factor
- Planned expansion of monthly production capacity through new factories across the country

■ Competition and Product Strategy
- How Ather differentiates itself from rivals such as Ola and Bajaj
- The role of software and design, including software revenue as a share of total revenue
- Timing of the entry-level model launch and the new capacity coming online in Maharashtra

■ Supply Chain, Costs and Profitability
- Localisation of components such as motors, electronics and battery cells, and current import reliance
- Commodity cost headwinds including aluminium, lithium, copper and electronic chips
- Gross margin trends, operating leverage and how capacity utilisation relates to profitability

Viewers looking to understand India's electric mobility market, EV manufacturing economics or two-wheeler industry dynamics will find a structured, data-grounded overview here. The interview helps in forming a picture of how demand, capacity and input costs interact in a fast-growing EV market.