India’s EV Growth Story Is Real. Its Constraints Are Structural. India is among the fastest growing electric vehicle markets globally, driven by policy momentum, OEM participation, and rising demand for sustainable mobility. India’s EV market is also scaling rapidly in absolute terms, with retail sales reaching ~2.5 mio units in FY2026, reflecting ~25% year-on-year growth, led primarily by e-2W and e-3W. However, growth is uneven. High utilisation segments are scaling faster than supporting infrastructure. Charging networks remain insufficient, and long charging cycles continue to limit vehicle uptime. At the same time, the domestic battery ecosystem is still evolving, with dependence …
India’s Sunrise Moment: A Macro Overview for Global Business Leaders
India’s Sunrise Moment: A Macro Overview for Global Business Leaders As geopolitical fault lines reshape global trade, one economy is emerging not merely unscathed but structurally strengthened. India’s combination of domestic resilience, policy-backed industrialisation, and demographic depth is drawing unprecedented attention from boardrooms across Europe, Asia, and the United States.On 27th March 2026, EAC International Consulting, in collaboration with the Consulate General of India in Munich and RÖDL , hosted an invite-only executive roundtable on Indian Sunrise Sectors with a focused lens on Solar PV, Battery, Semiconductor, and Green Hydrogen. The event brought together senior decision makers to deliberate on …
Energizing the Future: India’s ACC landscape
Energizing the Future: India’s ACC landscape Market Status Quo and Regulatory Scenario: India’s ACC market is expected to be valued at 19.5 bln EUR by 2025, growing at 10.6% from 17.6 bln EUR in 2024, primarily driven by increasing prospects of end-use applications and government initiatives.Demand for ACC’s is expected to reach 220 GWh by 2030 making India an attractive market for battery manufacturers; however, India lacks strong presence across the battery manufacturing value-chain.Though India has expertise in pack assembly and recycling, critical material processing and electrode manufacturing competencies remain limited. Consequently, India imports most raw materials, including lithium, cobalt, …
Solid-State Batteries: A Technological Revolution
Solid-State Batteries: A Technological Revolution Solid-state batteries (SSBs) is poised to redefine the landscape of renewable energy. Their superior energy density, enhanced safety, rapid charging capabilities, and extended lifespan make them a compelling alternative to traditional lithium-ion batteries.The realm of technology is characterized by constant innovation, making solid-state batteries (SSBs) no exception. With research and development efforts accelerating, new advancements and breakthroughs are continually emerging. This dynamic landscape presents exciting opportunities for businesses and investors alike. As AI technologies are applied to optimize battery performance and manufacturing, SSBs are poised to play a pivotal role in the transition to a …
Future of EVs in India by 2030: Opportunities and Implications for Ancillary Industries
Future of EVs in India by 2030: Opportunities and Implications for Ancillary Industries With over 30 years of consulting experience across Western and Eastern Europe, Asia, and the Americas, our expertise in strategy and globalization has equipped us to analyze the burgeoning electric vehicle (EV) industry. EAC has successfully executed numerous projects in the e-mobility and battery sectors, particularly in Asian growth markets and Europe. This presentation delves into the future of EVs in India by 2030 and explores the implications for ancillary industries.Current Landscape In FY 2024, EVs accounted for 1.7 million units of total vehicle sales in India. …