India’s Modi returns to power — but his victory is not as sweet as he’d hoped for

India’s elections marked an unprecedented third term for prime minister Narendra Modi’s Hindu right-wing government. However, the victory was won by a narrower margin than expected, challenging Modi’s invincible image and signalling the resurgence of opposition parties. The electoral setback was driven by farmers’ protests and strategic voting by Muslims in crucial constituencies. This outcome could either embolden Modi to intensify his communal agenda and suppress dissent or compel him to moderate his stance due to coalition pressures, writes Haris Zargar.

In a dramatic anticlimax right out of a Bollywood movie, India’s voters have shredded Prime Minister Narendra Modi’s plans of a supermajority in the Indian Parliament as his ruling Bharatiya Janata Party (BJP) secured a third term to rule with a weakened mandate. The BJP’s seat share fell significantly short of both the predictions made by exit polls and the 400-seat target set by Modi before voting began. In the results announced on June 4, Modi’s ruling BJP secured 240 of the 543 seats in the Lok Sabha, the lower house of the Indian Parliament, falling short of the 272-seat majority required to form a government independently. In 2019, BJP had a clear majority with 303 seats.  

With the support of its allies, the BJP-led National Democratic Alliance (NDA) coalition, which amassed a total of 293 seats, is poised to form the new government. Modi’s political fate now remains in the hands of his two key partners, Janata Dal (United) in North India’s Bihar state and the Telugu Desam Party of Andra Pradesh in South India. The Congress Party (Indian National Congress — INC), principal opposition party and spearhead of the INDIA bloc, secured 99 seats, improving its 2019 tally of 53 seats. The INDIA bloc coalition secured 234 seats, making it strong opposition for the NDA coalition. 

The results are particularly significant due to the noticeable loss of support for the BJP in its traditional strongholds across India, especially in the bellwether state of Uttar Pradesh and the financial hub of Maharashtra. The electoral losses in these states, where BJP is regarded the dominant force, effectively breaks the perception of Modi’s invincibility and gives the opposition a shot in the arm that BJP’s hold can be challenged even in their fiefdoms. In Uttar Pradesh, which is ruled by the BJP and witnessed largescale state violence against Muslims, the NDA won 36 seats in 2024 out of 80 as against 62 in 2019, while the opposition INDIA alliance secured 43 seats. Likewise, in Maharashtra, NDA only secured 17 of the 48 seats while the INDIA bloc secured 30 seats.  

In this blog article, I show that the loss of power in traditional strongholds comes from the recognition that Modi’s polarising politics is witnessing a pushback from minorities, especially from oppressed castes and Muslims, who consolidated their vote in favour of candidates that are seen as viable opponents to the BJP.  

Pushback in Hindi heartland 

Modi’s hopes to return to power with a bigger mandate to reign with a sense of invincibility was rooted in his success in the Hindi heartland where the party traditionally does well. Modi, who has served as premier since 2014, is lauded by his Hindu right-wing supporters as a transformative figure who modernised the country and turned India into a global power.  

But his decade-long rule is principally characterised by detractors as turning India into an illiberal democracy and as a move towards an authoritarian regime. His incumbency has been marked by the brutal repression of political opponents and dissenters, by violence by militant Hindu nationalist vigilantes’ groups against Muslims and oppressed castes, and by the rise in communal rhetoric and Islamophobia.  

It is perhaps this surge in nationalist hate acts and rhetoric that has led the population to respond sharply, condemning Modi’s intention to quash the opposition and act against anyone that is not ‘traditionally Hindi’. It additionally highlights that Modi’s appeal as economic reformer with a developmental agenda for the country is waning even among the financially weaker sections of Indian society.  

A divisive poll campaign  

The electoral setback for Modi, 73, who has dominated Indian politics for over a decade with his communally divisive anti-Muslim rhetoric, comes against the backdrop of murmurs of his plan to push through the constitutional changes he yearns for to create a presidential system that would give him and his Hindu right-wing party greater powers. The opposition meanwhile pitched the elections as a battle to save the constitution.  

During the elections, the BJP’s campaign adopted an increasingly vitriolic tone towards Muslims. To consolidate the Hindu vote base, BJP leaders resorted to speeches laden with hate, dog whistles, Islamophobic tropes, and communally charged rhetoric. Modi himself made a series of anti-Muslim statements, referring to Muslims as “infiltrators” and characterizing them as “those who have more children.” 

The results reflect a growing dismay of ‘cult’ Modi. The BJP lost the key constituency of Faizabad, which houses the newly inaugurated Ram Mandir in Ayodhya, which was one of the biggest ideological promises in the BJP manifesto.  

A revitalized opposition 

The opposition INDIA bloc in contrast significantly gained in semi-rural and rural areas and received considerable votes from Muslims, Schedule Caste (SC), and Schelde tribes (ST) communities. The alliance performed better than what political analytics and pollsters had predicted. While its campaign was under considerable duress and faced unprecedented threats of raids or arrests by government agencies that have been weaponised by the Modi government to target its detractors and critics, the collective opposition managed an unexpected revival to challenge Modi’s election machinery. Often deemed as either fractured or in disarray, the opposition managed to set its own electoral agenda by targeting Modi and his performance rather than the script often set by BJP. The nationwide marches led by the Congress Party struck a positive note with the public.  

Farmers’ pushback 

Modi’s political mavericks’ persona moreover has arguably been dented by the protracted farmers’ protest that saw different landholding castes like Jats, landless agricultural labourers including Dalit and Muslims, and other agrarian intermediaries coming together against the BJP government. However, most critically, it is the consolidation of the Muslim voters, who have been facing the institutional violence of the Indian state and from the emboldened Hindutva far right, that has helped the INDIA bloc in several key constituencies. 

Little indication of change 

Although Modi has been re-elected to a third term, there is still little indication that his ruling right-wing party will shift its Hindutva agenda of communalism in the immediate future. The electoral loss may perhaps push his ruling BJP to sniff out any last opposition before the next elections, and we could see an escalation of clampdowns on opposition parties, civil society actors, the media, and minorities, who are deemed as eternal electoral foe of the BJP. It is highly plausible that Modi may double down on the implementation of a national register for citizenship and the controversial citizenship act that could render Muslims both disenfranchised and stateless.  

At a geopolitical level, Modi will continue its pro-America policy tilt, with greater trade and military relations with EU countries as well. Lastly, there is little indication that Modi will change his hawkish position towards his arch-rivals and neighbours China and Pakistan, which also means greater competition between Beijing and Delhi on seeking strategic influence in other regional nations including the Maldives, Sri Lanka, Nepal, and Afghanistan.

Opinions expressed in Bliss posts reflect solely the views of the author of the post in question.

About the authors:

Haris Zargar is a doctoral researcher at the International Institute of Social Studies (ISS) of Erasmus University Rotterdam, specializing in agrarian change, social movements, and Muslim revivalist thought. He holds degrees in Journalism from the University of Kashmir and Development Studies from SOAS, University of London. He has been a journalist for over 12 years, currently writing for the UK-based Middle East Eye.

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