India Electric Vehicle Stocks 2025 — EV Two-Wheelers Battery Supply Chain NSE
India's EV revolution is being led by two-wheelers, then four-wheelers. Ola Electric, Tata Motors, M&M, battery suppliers, and charging infrastructure stocks on NSE/BSE are the primary beneficiaries. India's EV penetration stands at 5% of passenger vehicles and is rising rapidly. The PLI scheme allocates ₹25,938 Crore for Advanced Chemistry Cells. SniperIQ AI analysis covers the full EV supply chain.
Stocks in this theme · India EV & supply chain
10 companies in this theme — showing top 10 by market cap.
| Symbol | Company | Price | Mkt Cap | ROE | EPS Growth |
|---|---|---|---|---|---|
| M&M | M&M | ₹2,858.4 | ₹3,18,052 Cr | 17.0% | 9.6% |
| EICHERMOT | EICHERMOT | ₹7,165 | ₹1,94,384 Cr | 22.2% | 37.3% |
| TVSMOTOR | TVSMOTOR | ₹4,087 | ₹1,89,850 Cr | 24.9% | 26.9% |
| TATAMOTORS | Tata Motors | ₹328.45 | ₹1,20,946 Cr | — | — |
| MOTHERSON | MOTHERSON | ₹157.95 | ₹1,04,187 Cr | 10.4% | 81.6% |
| UNOMINDA | UNOMINDA | ₹1,085 | ₹61,389 Cr | 17.8% | 34.7% |
| SONACOMS | SONACOMS | ₹851.85 | ₹45,854 Cr | 0.0% | -100.0% |
| EXIDEIND | Exide Industries | ₹448 | ₹38,093 Cr | — | — |
| HBLENGINE | HBL Engineering | ₹714.15 | ₹19,796 Cr | — | — |
| OLAELEC | Ola Electric Mobility | ₹36.67 | ₹16,203 Cr | — | — |
Research Coverage
- India EV Stock Full List NSE/BSE
- Monthly EV Sales Data (Vahan)
- Battery Import Dependency Analysis
- Charging Infrastructure Stocks
- SniperIQ Signal on EV Picks
- EV PLI Beneficiary Companies
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Frequently Asked Questions
Which Indian stocks benefit most from EV adoption?
Direct beneficiaries: Tata Motors (Nexon, Punch, Tiago EV), M&M (XEV 9e, BE 6e), Ola Electric (listed 2024). Battery/component plays: Exide Industries (Li-ion battery joint venture), Amara Raja Energy & Mobility, KPIT Technologies (EV software). Charging infra: Tata Power, Servotech Power.