Primer: Exide Industries (EXID IN) - Apr 2026
Exide Industries is India's largest lead-acid battery manufacturer, strategically pivoting towards lithium-ion (Li-ion) cell production to...
168 Views
India’s Battery Reality Check: Just Assembler Not Maker!
Indian groups are shifting to assembling Chinese cells, limiting value capture and increasing dependence on China for batteries. R&D is crucial to...
137 Views
India's Gigafactory: 50 GWh Promised, 1.4 GWh Delivered
India's PLI-ACC scheme struggles with zero incentives and low cell production capacity, risking reliance on China for battery storage needs if...
308 Views
China's NMC Slowdown and the India LFP/LMFP Playbook
China reduces NMC production due to low factory utilization, favoring LFP over ternary for EVs. India sees potential in LFP/LMFP for energy...
353 Views
Thematic Report on Sectors of the Future: India’s Path to Global Economic Leadership
India aims for 8-10% of global GDP by 2040 through strategic investments in key sectors, projecting $1.7-2 trillion in revenue by 2030 and...
827 Views