Electric two-wheeler companies are moving toward higher prices as costs rise and supplies get disrupted. Firms including Bajaj Auto, Hero MotoCorp and Ather Energy cite expensive raw materials and lingering supply chain constraints. The surprise pressure comes from demand for AI infrastructure, which is affecting availability of certain critical components for EV production, likely hitting consumers soon.
Rising tensions in West Asia are pushing up prices of key auto inputs like steel, metals, and plastics, squeezing industry margins. Analysts warn that profitability pressure could translate into higher vehicle prices and a slowdown in demand across segments. If costs don’t cool, automakers may have little choice but to pass the burden to consumers.
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India’s corrugated box industry is warning of a severe cost squeeze as kraft paper prices jump 15–20% and key inputs like gum and ink rise 30–40%. Higher factory running costs are compounding pressure, while delayed GST refunds are tying up working capital. Manufacturers are now calling for immediate price revisions and policy support to prevent supply disruptions.
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