As EVM votes are counted, early trends at 9 am indicated that the UDF continues to hold the lead in Kerala.
Sumesh Achuthan is leading in the Chittur constituency in Palakkad district as counting continues.
Indian Union Muslim League leader PK Kunhalikutty is leading in the Vengara constituency by 228 votes as counting progresses.
Strengths:
The LDF, led by CM Pinarayi Vijayan, is banking on its incumbency advantage and governance record, particularly welfare schemes, infrastructure development such as the Vizhinjam port, and administrative continuity. It also benefits from strong organisational strength, with the CPM-led cadre base ensuring effective booth-level mobilisation. Having already made history by retaining power in 2021, the front is aiming for a rare third consecutive term in Kerala politics.
Weaknesses:
The LDF faces anti-incumbency risk after two terms, with voter fatigue and criticism over governance issues emerging as concerns. Political controversies, including shifts in stance on issues like Sabarimala and other allegations, may also affect public perception. In addition, surveys indicate mixed public opinion on the performance of ministers, despite some popular MLAs within the alliance.
Opportunities:
A fragmented opposition provides a key opportunity, with divisions within the UDF and internal dissent among allies like the IUML potentially working in favour of the LDF. The front can also strengthen its position by continuing to push its development-focused narrative built around governance and welfare continuity.
Threats:
The LDF faces a strong challenge from a resurgent UDF, which is projecting momentum through a “ready for change” narrative. Additionally, the growing presence of the BJP-led NDA could further complicate electoral dynamics by splitting votes and affecting traditional vote bases.
Strengths:
The UDF is banking on strong anti-incumbency sentiment against the ruling government. It has received visible leadership support, including backing from leaders like Rahul Gandhi, which has boosted campaign momentum. Recent gains in local body elections and survey trends also suggest a competitive position.
Weaknesses:
Internal factionalism within the Congress and allied parties remains a major concern. The alliance also faces challenges due to dependence on partners, with occasional tensions over seat-sharing and coordination.
Opportunities:
Kerala’s historical pattern of alternating governments could work in favour of the UDF. The alliance is also focusing on issues like governance shortcomings and corruption allegations to attract swing voters.
Threats:
The LDF’s strong welfare schemes continue to maintain public support and may reduce anti-incumbency impact. Additionally, the BJP-led NDA could split anti-LDF votes in certain constituencies, affecting UDF’s prospects in closely contested seats.a
The 2021 assembly elections offer crucial context. The LDF secured 99 seats, while the UDF won 41. The BJP managed just one seat, reflecting the state’s traditional bipolar nature.
However, vote share data reveals a closer contest: LDF received 45.43%, UDF 39.47%, and BJP 10.41%. This gap highlights how electoral outcomes can mask tightly contested voter preferences.
According to ADR and Kerala Election Watch, the average vote share of winning candidates stood at 47.98%, with only 39 of 140 MLAs crossing the 50% mark. Most victories were achieved without majority backing, underlining the fragmented nature of mandates.
Margins were equally tight. Several constituencies were decided by less than 10%, and some by fewer than 500 votes. Nearly 46% of re-elected MLAs won with margins under 10%, indicating limited incumbency advantage.
NOTA remained marginal at 0.47%, almost unchanged from 2016, pointing to a small but stable segment of disengaged voters.