For the first time in more than 27 years, the Bharatiya Janata Party (BJP) is poised to break its long poll exile in the national capital, sweeping to power in more than 40 seats.
The comeback is a moment of reckoning in the rapidly evolving and changing political landscape of Delhi, where the man who was once an impenetrable fortress against the Narendra Modi wave in 2015 and 2020 now finds himself at the all-time low of his career.
Arvind Kejriwal has now even lost his own seat in New Delhi Constituency.
A detailed post-mortem analysis with vote share data mapped across constituencies remains due, but a few critical preliminary insights are in order.
Factors That Led to AAP's Rout
Anti-incumbency has cast a long shadow over the Aam Aadmi Party (AAP), with the last five years being marked by stagnating development, governance fatigue, and growing disillusionment among the voters. But what makes the BJP's comeback all the more stunning is that it has been able to do so without a strong local leader.
Instead, the party systematically dismantled the credibility of Arvind Kejriwal, working methodically to target his governance record, questioning his moral authority, and exposing alleged scandals like the controversial liquor policy case and the extravagant expenditure on his 'Sheesh Mahal' residence.
These narratives have transformed the public image of a leader who was once idolised as a crusader against corruption.
Not a One Sided Fight
This election, however, was no one-sided affair. The intensity of the battle can be measured through the razor-thin margins in numerous key constituencies, making this one of Delhi’s most edge-of-the-seat electoral battles in years.
With both BJP and AAP polling in excess of 40 percent of the vote share, the difference between them is only less than 5 percent.
This highlights just how tightly contested this election really was. There have been constituencies that have gone down to the wire, with vote tallies fluctuating by mere hundreds of votes.
Data from the Election Commission of India (ECI) reveals a closely contested battle in New Delhi, where Arvind Kejriwal lost to BJP’s Parvesh Sahib Singh by 4,089 votes. In Mehrauli, AAP’s Mahender Chaudhary faced a similarly tight defeat, losing to BJP’s Gajender Singh Yadav by just 1,782 votes.
In Timarpur, BJP's Surya Prakash Khatri secured victory with a narrow margin of 1168 votes, while in Wazirpur, BJP’s Poonam Sharma led AAP’s Rajesh Gupta by 11,425 votes.
In Sangam Vihar, BJP’s Chandan Kumar Choudhary lost to AAP’s Dinesh Mohaniya by just 344 votes, in a contest that remained unpredictable throughout the count. Meanwhile, in Delhi Cantt, AAP’s Virender Singh Kadian holds a precarious lead of just over 2,000 votes against BJP’s Bhuvan Tanwar.
A Seismic Shift
In an echo of Mamata Banerjee’s Nandigram defeat, when she lost her seat but continued to maintain power, AAP’s leadership is bracing for an even graver crisis now: losing not just their own fort but the election.
Beyond these nail-biting races, AAP's key losses signal a significant shift in Delhi’s political landscape. Kejriwal, once the face of an unstoppable political movement that defied the Modi wave in 2015 and 2020, has now lost in his stronghold of New Delhi. Other prominent AAP leaders are also struggling—Manish Sisodia is trailing in Jangpura by over 675 votes, while in Greater Kailash, Saurabh Bharadwaj lags behind BJP’s Shikha Roy by more than 3,000 votes.
Voter Data Intrigue
Adding to the intrigue, the sharp increase of nearly four lakh voters in just seven months has raised questions. Such surges typically occur due to mass migrations or extensive outreach campaigns—neither of which have been reported here.
Certain Assembly constituencies witnessed disproportionate jumps in voter registration, aligning with the BJP's strong performance, particularly in North East and West Delhi, where these additions may have significantly influenced margins.
Allegations of duplicate entries, unverified additions, and incorrect deletions have surfaced, with anecdotal evidence cited by local leaders. Yet, questions regarding the verification process for new voters remain unanswered, highlighting a transparency gap in the electoral rolls.
Saffron Wave Across Delhi
The contrast across different districts is stark, revealing a political earthquake that Arvind Kejriwal will have to urgently address.
Whether it is East Delhi, North East Delhi, or West Delhi, the saffron surge has been unmissable, pushing AAP to the brink.
Even in Chandni Chowk and New Delhi, where the party once enjoyed a stronghold, the tide has turned decisively against them. The most shocking trend, however, emerges in North West Delhi and South Delhi, where the BJP has practically bulldozed the competition, leaving AAP scrambling for answers.
For Kejriwal, this is more than just a defeat. He intentionally walked into this election gambling his political legacy and today he gets a wake-up call.
As the national convenor of his party, he must now go back to the drawing board to reassess his strategies and address how the cracks have emerged within his core voter base who has drifted away to the BJP in addition to those who felt betrayed by the AAP and went to the Congress instead.
The rout suggests not just anti-incumbency but also a deeper disillusionment with AAP’s governance, making it clear that its grip on Delhi is no longer unchallenged. Keeping his party together will require more than just damage control, a complete strategic reset.
Writing on the Wall
The writing is on the wall. Delhi, long considered an impenetrable fortress for AAP, is witnessing a seismic political realignment in motion. Governance in the city stands at a crossroads, with a change in its direction for years to come, with BJP’s re-emergence not a re-entry into politics, but a thunderous statement of intent.
Not only will this election go down in statistics, but for its breathtaking contest that it turned out to be—a reflection of how unpredictable and exciting democracy can actually become.
But the BJP’s victory wasn’t just about anti-incumbency or campaign strategy—it was also about timing. The Union Finance Minister’s last-minute tax breaks for the middle class swung the fence-sitter voters in BJP’s favour, sealing the party’s dominance across Delhi.
The majority of Delhi’s electorate falls into the Rs 7-12 lakh income bracket, and the promise of increased disposable income resonated deeply, particularly in constituencies with a high concentration of salaried professionals, small business owners, and self-employed individuals.
Areas that had previously been closely contested saw a decisive shift, as middle-class voters, particularly in residential hubs and business districts, tilted toward the BJP in response to the economic relief.
This tactical economic manoeuvre helped BJP cut through AAP’s traditional voter base, especially in areas where cost-of-living concerns dominate political sentiment. With household budgets stretched thin in recent years, a direct financial incentive was a game-changer, creating an immediate, tangible benefit that many found hard to ignore.
For AAP, the challenge ahead is enormous—if it fails to reconnect with its core middle-class supporters, the erosion of its voter base might only accelerate.
(Deepanshu Mohan is a Professor of Economics, Dean, IDEAS, Office of Inter-Disciplinary Studies, and Director of Centre for New Economics Studies (CNES), OP Jindal Global University. He is a Visiting Professor at the London School of Economics, and a 2024 Fall Academic Visitor to the Faculty of Asian and Middle Eastern Studies, University of Oxford. Ankur Singh is a Research Assistants with Centre for New Economics Studies (CNES) and members of the InfoSphere team. Najam Us Saqib is a PhD Student and a Research Analyst with CNES Visual Storyboard Team. This is an opinion piece. The views expressed above are the author’s own. The Quint neither endorses nor is responsible for them.)