Ather Scooters Expects Supply Crunch to Persist Through 2025

Ather Energy is bracing for continued supply constraints over the next three to four quarters as it struggles to meet surging customer demand for its electric scooters. According to company leadership, the Bengaluru-based manufacturer is processing monthly orders exceeding 50,000 units, while its present manufacturing capacity stands at approximately 35,000 scooters per month.

The demand-supply mismatch reflects the broader momentum in India's electric two-wheeler segment, which has attracted increasing consumer interest amid rising fuel prices and growing environmental awareness. Ather's production capacity falls short of market appetite by roughly 15,000 units monthly, creating a substantial backlog that the company expects to persist through the coming three to four quarters.

To address the production bottleneck, Ather has been expanding its manufacturing footprint and optimizing production processes. The company has been ramping up capacity at existing facilities and exploring additional production lines to close the gap between customer orders and delivery timelines.

The supply constraints come as Indian two-wheeler manufacturers across the electric and conventional segments grapple with component shortages and semiconductor availability issues. Industry observers note that managing customer expectations during this growth phase remains critical for Ather's brand reputation as it establishes itself in an increasingly competitive market.