November saw steady freight movement and rising industrial activity even as retail vehicle sales moderated from October’s festive peak.
Diesel demand surged to a six-month high, agricultural vehicle categories remained resilient, and EV three-wheelers continued to expand despite the seasonal dip, as per The Shriram Mobility Bulletin for November.
Truck rentals remained broadly stable across key trunk routes in November. The sharpest month-on-month increases were seen on the Guwahati–Mumbai–Guwahati and Kolkata–Guwahati–Kolkata corridors.
Diesel consumption rose 12 per cent m-o-m and 4.7 per cent y-o-y, reaching its highest level since May 2025. The increase was driven by GST rate cuts, higher industrial offtake, and steady goods movement. Petrol consumption decreased 4 per cent m-o-m, s

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