As the results of the second quarter ending September 2025 come out and Diwali shopping continues, there is only one corporate chant – rise, enterprise, rise – due to tremendous consumption growth in Auto-Mobile sectors.
‘Rise, enterprise, rise
Rise, enterprise, rise,
From Auto to Mobile, sector-wise,
Irrespective of price or size,
For the world, a surprise,
For Indians, a blessing, no disguise,
Rise, enterprise, rise,
Rise, enterprise, rise!
A phenomenal boost in consumption in the Indian markets during September-October 2025 has broken all records across Auto-Mobile sectors. This surge in sales has given a huge fillip to the corporate world in its top line and bottom line.
When a lot of marketing factors come together, there is a consumption symphony, well-orchestrated, which leads to a crescendo and breaks all records of sales and consumption.
This is exactly what has happened in India and left the world wondering as to how this huge boost did not occur elsewhere in the world.
Apart from the population and domestic consumption, timely governance and government action, quick response from the corporate world – right up to the retail sector – and the sheer desire and willingness of the Indian consumer to advance purchase, indulge and consume more and better – all these have led to this huge Auto-to-Mobile growth.
Marketers must keep up this momentum and take consumption and sales to the next level, because now consumers in India not only have the willingness, but also the ability to consume more.
India is moving from a perspirational economy to an aspirational economy.
Let us analyse the Auto-Mobile sectors. First, the Auto sector. The Indian car market has set a record in September 2025, with total passenger vehicle dispatches reaching 372,458 units, exceeding the previous month’s record. This was driven by strong festive season demand and a surge in sales, following a change in GST rates. The Tata Nexon was the top-selling individual model for the month.
September 2025 record sales:
Total industry sales: 372,458 passenger vehicles were dispatched by manufacturers, a record for September.
Growth drivers: The sales were bolstered by the start of the festive season and the impact of revised GST rates, which led to a 15.4 per cent month-on-month increase.
Overall market trend: The Indian passenger vehicle industry saw a strong 5.46 per cent year-on-year growth and a significant month-on-month rise.
The top-selling car model in September 2025 was Tata Nexon, with 22,573 units sold. Other top models included Maruti Dzire (20,038 units); Hyundai Creta (18,861 units); Mahindra Scorpio (18,372 units); and Tata Punch (15,891 units).
Let us now analyse the Mobile sectors: For September and October 2025, the Indian mobile phone market experienced a year-on-year growth in the quarter (July-September), primarily driven by pre-festive season stocking and incentives for retailers. Here are the key takeaways from the September quarter 2025:
Overall sales and market trends: India’s smartphone shipments reached 48.4 million units in the September quarter 2025, an improvement over the previous year. The growth was largely fuelled by early festive season preparations, channel-stocking, new model launches in July and August and aggressive retail incentives.
The brand market share for September 2025 was:
• Vivo: Led the market with 9.7 million units shipped, capturing a 20 per cent share. This growth was supported by its T-series, V60 and Y-series models.
• Samsung: Ranked second, with 6.8 million units, holding a 14 per cent market share.
• Xiaomi: Secured the third position, with 6.5 million units shipped and a 13 per cent market share.
• Oppo: Also shipped 6.5 million units, securing a 13 per cent market share, with its festive F31 series boosting quarterly growth.
• Apple: Re-entered the top five by shipping 4.9 million units and capturing 10 per cent of the market – a significant increase from the 7 per cent achieved last year. Sales were driven by older iPhone 15 and 16 models, along with rising demand from smaller cities.
Other key players were Motorola (which recorded a strong performance with 4 million shipments, a 53 per cent year-on-year increase, driven by its G-series and Edge 60 line-up) and Nothing (which reported a 66 per cent year-on-year increase, largely due to strong sales of the CMF Phone 2 Pro and Phone 3a).
Surge in exports: Mobile phone exports from India demonstrated a record growth in September 2025, according to the India Cellular and Electronics Association (ICEA). Its September 2025 exports crossed $1.8 billion, a 95 per cent year-on-year growth, while the April-September 2025 exports totalled $13.5 billion, a 60 per cent increase over the corresponding period in 2024. This growth shows India’s strengthening position in the global smartphone manufacturing market.
Now, going back to Auto, in the luxury segment, Mercedes-Benz, India’s largest luxury car brand, had a record-breaking September, selling one new car every six minutes during the recently-concluded Navratri period, at an average price of R1 crore, making the best ever performance for the three-pointed star brand.
The July-September 2025 Quarter was Mercedes-Benz India’s strongest yet, with nearly half of the sales coming in the final nine days of the quarter. During 22-30 September 2025, there was a huge rally in demand. Each day, Mercedes-Benz sold 270 cars, which means 10-12 cars every hour, with the average price per car touching Rs1 crore.
Further, the ultra-luxury offering, the all-electric G580 edition 1, priced at Rs3.1 crore, launched by Mercedes-Benz in January 2025, is sold out for the year, and bookings for the next year are now open. Mercedes Lounge, Through the dream days campaign and another programme called ‘key-to-key’, the company targeted the top-end segment and the customers awaiting the new S class due next year were offered the existing model with a promise that they would receive the new model at launch.
Moving into October 2025, it already has an order book of about 2,000 units, which bodes well for the Dhanteras and Diwali period in October 2025. Also, the E class sales grew 47 per cent year on year in the September 2025 quarter. Luxury cars like BMW and Audi also grew substantially during this period.
On the export front, with a 20 per cent rise, India made cars hit the export ‘Sweet Spot’ with 450,000 cars sold in the six months of April-September 2025. Maruti, Hyundai, Nissan and Volkswagen were the top exporters, selling the cars mainly to exported to countries in Africa, Latin America, the Middle East and their neighbourhood.
In summary, the Auto-Mobile sectors have truly sounded the slogan ‘rise, enterprise, rise’ in September-October 2025!