# Mahindra Could Sell 11,000 EVs a Month, but Supply Is the Bottleneck > Mahindra retails more than 8,000 electric cars a month and says demand supports 11,000, but production capacity is capping sales -- and the waiting lists will persist until its new lines ramp up. - **Author**: Prakash Reddy - **Published**: 2026-10-22 - **Modified**: 2026-10-24 - **Category**: news - **URL**: https://bestev.in/news/mahindra-ev-sales-11000-month-supply-bottleneck-20261022 --- Mahindra is selling more electric cars than it can build. The company has been retailing over **8,000 EVs a month** for the past couple of months, and its automotive president says demand would support 10,000-11,000 units -- if supply allowed. "If the supply constraints are not there, we could sell another 2,000-3,000 easily," Velusamy R, president of Mahindra's automotive business and managing director of Mahindra Electric Automobile, told PTI. That is an unusual position for an Indian carmaker in 2026. Most EV launches are still demand-led; Mahindra's problem is at the other end of the line. ## Demand is not the problem Velusamy points to three forces pulling buyers towards electric SUVs: - **Fuel prices.** High petrol and diesel prices make the running-cost case for an EV stronger every month. - **Range and charging.** Longer real-world ranges and a denser charging network have reduced the anxiety that held back early buyers. - **GST and festive demand.** Velusamy said the GST reforms and the festive season are supporting demand across segments, with the festive spike spreading across September, October and November. "The demand is very bullish, and we are making every effort to meet the demand," he said. "The demand is high right now for all the segments, whether it is SUV in ICE or in EV." ## Capacity: 8,000 a month, heading to 12,000 Mahindra's monthly electric SUV capacity was around **8,000 units at the end of March 2026**. The company is ramping that to **12,000 units a month by the end of this financial year**, which gives it room to serve the 10,000-11,000 units of demand it sees today. Until that capacity lands, every extra booking adds to the waiting list rather than the sales chart. And Mahindra is not alone: Velusamy noted that many other players in the industry are also facing supply limitations, without detailing the specific constraint. ## The portfolio doing the work Mahindra now sells four electric cars in India, and the range spans the mass market and the premium end: | Model | Starting price (ex-showroom) | |---|---| | XUV 400 EV | INR 15.49 lakh | | BE 6 SPORTEQ | INR 19.45 lakh | | XEV 9S | INR 20.65 lakh | | XEV 9e | INR 21.90 lakh | The **XEV 9S** is the newest and the one driving the most showroom interest, with the BE 6 close behind. Both use Mahindra's born-electric platform, which is the reason the company can offer larger batteries and more premium equipment than its first-generation XUV 400 EV. You can compare variants and real-world data on our [Mahindra XEV 9S](/vehicles/mahindra-xev-9s-pack-three-79kwh) and [Mahindra BE 6](/vehicles/mahindra-be-6-pack-three) pages. ## Why the waiting lists persist A capacity constraint is not a single bottleneck. It is a chain: battery cells, electric drive units, imported semiconductors, paint-shop throughput and the rate at which a new line can be validated. Ramping from 8,000 to 12,000 units a month in under a year is a 50% increase, and each step has to clear quality checks before it reaches customers. The result for buyers is familiar: popular variants sell out faster than others, dealer allocations vary by city, and delivery estimates can slip. Mahindra's own guidance suggests the gap should narrow by the end of FY27, but the company has not promised a date for individual models. ## The CNG hedge Mahindra is not betting everything on electric. On the same day, it entered the CNG SUV segment with the **XUV 3XO CNG at INR 9.99 lakh** (ex-showroom). Velusamy explained the move with the same logic that is driving EV demand: higher petrol and diesel prices, the expansion of CNG outlets, particularly in northern markets, and the growing share of CNG in passenger vehicles. For buyers who are not ready to charge, CNG is the cheaper running-cost option -- and Mahindra wants to keep them in the showroom. ## What it means for buyers **Expect waiting periods to persist into 2027.** Capacity is improving, but Mahindra is chasing demand rather than leading it. If you need a car in the next three months, ask the dealer for a written delivery estimate and check whether the variant you want is already allocated. **Book early if you want the XEV 9S.** It is the model absorbing most of the demand, and the higher-spec variants are the ones most likely to stretch. The same applies to the BE 6, though availability is generally better. **Do not expect discounts.** A seller that cannot meet demand has no reason to cut prices. Festive offers may exist on slower-moving variants and colours, but the popular electric models are unlikely to see meaningful cash discounts. **Check the total cost, not just the EMI.** EVs qualify for lower GST and state incentives in several markets, but insurance and tyre costs rise with vehicle price. Our [EMI calculator](/tools/emi-calculator) and [EV vs petrol calculator](/tools/ev-vs-petrol-calculator) can put the numbers side by side. **Alternatives are worth a test drive.** Tata remains the market leader in electric cars, and Hyundai, MG and Kia all have models in the same price band. If Mahindra's delivery timeline does not work for you, the competition may have stock today. See the full [electric cars](/electric-cars) list. ## Frequently asked questions **How many electric cars does Mahindra sell in a month?** Mahindra has been retailing over 8,000 electric cars a month in recent months. Its president says demand is running at 10,000-11,000 units a month. **Why can't Mahindra sell more EVs?** Production capacity, not demand, is the constraint. Monthly electric SUV capacity was about 8,000 units at the end of March 2026 and is being raised to 12,000 units a month by the end of FY27. **Which Mahindra EV has the highest demand?** The XEV 9S is drawing the strongest response, with the BE 6 also contributing significantly to volumes. **Is Mahindra still launching petrol and CNG cars?** Yes. Mahindra launched the XUV 3XO CNG at INR 9.99 lakh, saying CNG demand is rising alongside EVs. --- - [More news articles](https://bestev.in/news/category/news) - [All articles](https://bestev.in/news)