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Mobility sector sees signs of revival ahead of festive season: Shriram Mobility Bulletin

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There was a constructive restoration in truck leases throughout India’s logistics and mobility ecosystem with regular freight charges, rising digital toll collections, and sustained momentum in electrical car adoption, at the same time as climate disruptions impacted trucking exercise in Northern India, particularly within the states of Punjab, Himachal Pradesh and Uttarakhand, says the September version of Shriram Mobility Bulletin.

The festive season is across the nook and with that the motion of products to completely different components of the nation to satisfy shopper demand has resulted in truck leases displaying indicators of restoration on key trunk routes.

On a month-on-month (MoM) foundation, Bengaluru-Mumbai-Bengaluru elevated by 1.5 per cent, Delhi-Kolkata-Delhi grew by 1.3 per cent, and Guwahati-Mumbai-Guwahati grew by 1.1 per cent. Nonetheless, extended rains in northern India hampered trucking exercise in Punjab, Himachal Pradesh, and Uttarakhand, the bulletin says.

Car retail gross sales in August 2025 mirrored a combined efficiency throughout classes. With the monsoons coming to an finish, infrastructure improvement actions are anticipated to achieve momentum which is mirrored within the 7 per cent MoM progress in Earth Shifting Tools gross sales. The motion of products to satisfy the upcoming festive demand has resulted in a 2 per cent MoM progress within the gross sales of Items Carriers and the Kharif harvest has led to a 4 per cent MoM progress in agricultural trailers, says the bulletin.

Alternatively, on a MoM foundation, automobile gross sales dipped by 3 per cent; two-wheeler gross sales confirmed solely a modest 1 per cent progress, and industrial tractor gross sales noticed a steep decline of 29 per cent. Gross sales of maxi cabs and e-rickshaw carts additionally dropped by 14 per cent and 9 per cent respectively, reflecting a typically cautious and subdued temper amongst patrons. Nonetheless, with the revision in GST charges, the upcoming festive season, and different constructive developments, there’s hope that car gross sales throughout all classes will choose up within the coming months.

The electrical car (EV) section sustained its sturdy momentum in August 2025, pushed by rising shopper demand. Electrical four-wheelers led the expansion, with a 14 per cent MoM progress, underscoring their rising adoption for city mobility. E-2 wheelers posted a modest 1 per cent MoM rise, whereas E-3 wheelers gross sales dipped by 3 per cent MoM, says the bulletin.

YS Chakravarti, CEO and Managing Director, Shriram Finance Ltd. mentioned, “Truck leases remained regular to agency with producers shifting items to industrial hubs in a construct as much as the upcoming pageant season. Early indications from Kerala recommend that we’re heading for a major leap in Onam (begin of Indian pageant season) consumption which is an effective augury. Nonetheless, there are problems with stagnation at some export hubs attributable to import tariffs by US.”

Revealed on September 5, 2025



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