The Big Picture
India's EV story is often told in sales numbers. But the real revolution—charging infrastructure, battery recycling, service networks—begins after vehicles leave the showroom.
The Playbook
🔋 Charging networks: Public charging grew 3x in 2025 but still lags behind vehicle sales.
🔄 Battery recycling: 5,000+ tons of Li-ion battery waste expected by 2030.
🔧 Service: EVs need 40% fewer parts. Service networks must reinvent themselves.
Our Take
The winners won't be the ones selling the most cars. They'll be the ones building the infrastructure that makes EVs practical for the average Indian buyer.