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Latest Updates on India's Electric Vehicle Industry


The overall EV sales in February 2023 witnessed a m-o-m d rise of ~5.3% to reach 1,05,976 units. On a y-o-y basis, EV sales in February 2023 increased by 94% from that of EV sales in February 2022. EV registrations in February 2023 were again driven by electric two-wheelers and passenger-type electric three-wheelers, which together accounted for 92.07% of total registrations in the month. The shares of these categories were followed by E-Cars (4.26%), cargo-type electric three-wheelers (3.50%), and so on.

Among the states and UTs, Uttar Pradesh again replaced Maharashtra to secure number one position in EV registration this month, pushing Maharashtra to the second position. Karnataka attained third spot this month with 10% market share. This was followed by Tamil Nadu and Gujarat with 7%, Rajasthan and Kerala with 6%, and Bihar and Delhi with 5% market shares each. While Tamil Nadu and Gujarat witnessed m-o-m increase in sales, almost all other states witnessed decrease in sales this month.


Tube Investments plans to launch EV 3W and EV trucks in March-April

Tube Investments of India Limited (TII), part of Murugappa Group, will launch its first electric 3-wheeler, Montra, in March and will start ramping up from April this year. Its upcoming EV trucks are also expected to follow the same timelines. The company will start manufacturing and put out the first set of products in March with their current plan and then start selling, increasing volumes from April onwards. On the EV truck, the 55-ton truck will follow a similar timeline.


Kabira Mobility with Al-Abdulla Group to invest INR300 crore to set up manufacturing plant in UP

Electric two-wheeler maker Kabira Mobility along with partner AlAbdulla Group of Qatar will invest INR300 crore to set up a new manufacturing plant at Jewar in Uttar Pradesh. The new plant spread over 50 acres will have a capacity of 1.2 lakh units per month with eight assembly lines. It will also have a fully automated battery pack assembly and testing line apart from inventory management system and robotic chassis welding line. This new facility is expected to generate direct and indirect employment opportunities for 7,000 individuals.


FADA reaches HC on stopping non-EV’s registration

The Federation of Automobile Dealers Associations (FADA), New Delhi, has approached the Punjab and Haryana high court against UT administration decision to stop registration of non-electric twowheelers. The association has sought directions for setting aside the electric vehicle policy 2022 introduced by the administration for having introduced mandatory capping of registration of internal combustion engine vehicles on a year-on-year basis and putting an upper limit on vehicles to be registered within the city.


Four EV companies under lens for subsidy misuse

The government is looking into allegations that four key electric twowheeler manufacturers were artificially keeping the prices of their products lower to claim subsidies. Ola, Ather, TVS Motor, and Vida are under the scanner for allegedly mispricing their electric two wheelers to make them eligible for subsidy under the scheme Faster Adoption & Manufacturing of Electric Vehicles (FAME). The EV makers may have falsely claimed at least INR300 crore subsidy.


India likely to invite more companies to set up semiconductor units

The Centre is likely to invite a “second round” of applications for semiconductor chip manufacturing in the country under the US$10 billion incentive package. It is also in “advanced talks” with four global semiconductor companies to set up fabs, with those having expressed interest including the likes of New York-headquartered GlobalFoundries and a major Korean semiconductor firm. The second round of applications is expected to open as early as mid-March.


Geological Survey of India finds 5.9 million tonnes of lithium deposits in Jammu and Kashmir

The Geological Survey of India has, for the first time, established Lithium inferred resources (G3) of 5.9 million tonnes in the SalalHaimana area of the Reasi district of Jammu & Kashmir (UT). This report along with 15 other resource-bearing geological reports (G2 and G3 stage) and 35 Geological memorandums were handed over to the respective state governments during the 62nd Central Geological Programming Board (CGPB) meeting. Out of these 51 mineral blocks, 5 blocks pertain to gold and other blocks pertain to commodities like potash, molybdenum, base metals, etc. spread across Jammu & Kashmir (UT), Andhra Pradesh, Chhattisgarh, Gujarat, Jharkhand, Karnataka, Madhya Pradesh, Odisha, Rajasthan, Tamil Nadu, and Telangana.


Uber to introduce 25,000 electric vehicles in India amid clean car push

Uber Technologies will introduce 25,000 EVs in India for ride-sharing over three years. The EVs will be bought by Uber’s fleet partners from Tata Motors, India’s biggest electric carmaker. India’s federal and state governments are pushing for greater electrification of shared taxis, an area currently dominated by Uber’s local rival BluSmart, an electric mobility start-up.


Stalled FAME subsidy slows growth in electric 2-wheeler sales

The electric two-wheeler segment has hit a speed bump, as the government has stopped disbursing subsidies to several manufacturers that are under investigation for alleged violation of local-sourcing rules. Industry insiders say sales may fall short of the 1-million-unit target this fiscal year, though the number may still be a new record at around three times last fiscal year’s volume.


Tata Tiago EV prices up by INR20,000, remains India’s most affordable electric car

Four months after it opened bookings for its first electric hatchback offered at an introductory price starting at INR8,49,000 through to INR11,79,00 lakh, Tata Motors has increased the sticker price of the Tiago EV by INR20,000 across all seven variants. The Tiago EV XE’s new price is INR8,69,000 which was INR8,49,000 before, and its top model Tiago EV XZ+Tech LUX is priced at INR11,99,000 which was INR11,79,000 at the time of launch. Despite the revised price, the Tiago EV remains India’s most affordable electric car.


EV start-ups in India record the highest funding in a decade, sees a jump of 117%

EV start-ups in India raised a total of US$1.66 billion in 2022, a jump of 117 per cent from 2021, as per a recent report by market intelligence platform Tracxn. Late-stage funding in the sector also rose 124 per cent to US$1.02 billion in 2022. Early-stage funding, too, witnessed a massive growth of 160 per cent from US$202 million in 2021 to US$526 million in 2022. In terms of funding, the Indian EV space is the fourth-highest after the US, China, and Sweden. The report found that the biggest early-stage investors are Tiger Global Management, Sequoia Capital, and Qualcomm Ventures while the top late-stage investors are GIC, The Rise Fund, and Tekne Capital Management.


Tata Motors aims to operationalise Ford’s Sanand plant in 12-18 months

Tata Motors is looking to commence operations at the Gujaratbased manufacturing plant it acquired from Ford, over the next 12-18 months to scale up its production capacity. The automaker completed the acquisition of Ford India’s manufacturing plant in January 2023 at Sanand through a subsidiary. In August 2022, the company announced that its arm Tata Passenger Electric Mobility Ltd (TPEML) would acquire Ford India Pvt Ltd’s (FIPL) Sanand plant, Gujarat for INR726 crore.


Mahindra Electric Mobility merges with parent Mahindra & Mahindra

Mahindra Electric Mobility Ltd (MEML) is now officially merged into the parent company, Mahindra and Mahindra Ltd (M&M). MEML would merge into M&M with effect from April 1, 2021, to synergise EV development, manufacturing, and sales operations. The merger process, which has been underway, received the final NCLT approval on January 13, 2023.


Tata Motors launches first registered vehicle scrapping facility Re.Wi.Re

Tata Motors launched Recycle with Respect (Re.Wi.Re) - its first Registered Vehicle Scrapping Facility (RVSF) in Jaipur, Rajasthan. This facility has a capacity of 15,000 vehicles per annum and follows the processes for safe and sustainable dismantling of end-of-life vehicles. The National Vehicle Scrappage Policy was introduced with the aim to promote circular economy by creating an ecosystem for phasing out unfit and polluting vehicles and to achieve a lower carbon footprint in the country by replacing them with greener and more fuel-efficient vehicles. Re.Wi. Re is designed to dismantle endof-life passenger and commercial vehicles of all brands and ensures de-polluting. It is fully digitalised for hassle-free, paperless operations and has dedicated stations for safe dismantling of components such as tyres, batteries, fuel, oils, liquids and gases.






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