In This Volume
- Deep dive into battery and cell manufacturing — the core component of the EV value chain
- Component supply chains, technology evolution, and cost dynamics
- Policy landscape and market dynamics shaping battery manufacturing in India
- Global competitive landscape and India’s positioning
Overview
Volume 2 of the EV Series shifts focus from OEMs to the battery and cell manufacturing segment — widely regarded as the most strategically important part of the EV value chain. Batteries represent 30-40% of an EV’s total cost, making manufacturing capability in this segment a critical competitive advantage.
This edition examines the technology landscape, key players (global and Indian), supply chain dynamics, government incentives driving domestic manufacturing, and KCM’s strategic takeaways on the sector’s investment and regulatory outlook.