NEW DELHI, July 6 -- Ten percent is the number the global motorcycle industry had been watching. Not for its symbolic weight alone, but because it marks the threshold at which electric two-wheelers stop being a policy story, something mandated, subsidized, and nudged into existence, and become a market story. Something consumers are choosing at scale, with their own money.

In June, India crossed it.

The Federation of Automobile Dealers Associations reported this week that electric two-wheelers accounted for 10.60 percent of all two-wheeler retail in June, the first time in Indian automotive history that the segment has broken double digits. A year ago, the same figure was 7.34 percent. That kind of acceleration, sustained across more th...