THE EV TRIP

Tracking Cell Manufacturing in India 🔋 — TCIN India’s cell manufacturing ecosystem is slowly moving from announcements to actual production. Here’s the latest picture from what we’ve been able to track: ⚡️ OLA - 4680 NMC cells are in production, with LFP cylindrical cells expected soon. 46100 was mentioned earlier, while the scooter page also mentions 46160. Installed capacity is ~6 GWh. The planned expansion to ~20 GWh is expected to focus on prismatic cells. Actual production is still well below installed capacity. ⚡️ AGRATAS - Media reports have finally confirmed what we’ve been saying: Envision AESC technology is being used. Agratas is pursuing its own LFP technology. LFP cells are 175Ah, while NMC cells are 102Ah & 173Ah. Production is now expected in 2027. NMC production for JLR is expected first. ⚡️ GODI - Factory plans were announced earlier, but we couldn’t find any significant recent update. ⚡️ EXIDE - Plant construction is complete, with ~6 GWh capacity split equally between NMC & LFP. SVOLT technology, as reported earlier. Test batches are being sent to customers for qualification; Hyundai is not among these yet. ⚡️ LUCAS TVS - Factory plans were announced earlier, but there’s no significant recent update. ⚡️ AMARA RAJA - Gotion technology for LFP and Highstar technology for NMC. Phase 1 is planned at 4 GWh. Currently operating a sampling plant for customer qualification. ⚡️ RELIANCE - No meaningful update on Sodium-ion; the project appears to be on hold. For lithium-ion, contrary to some media reports, we found that equipment has been procured. Installation should begin soon. More to come. ⚡️ WAAREE - Announced a 3.5 GWh factory. Limited updates since then. We believe ALEEES could be the potential technology partner, but this is not confirmed. ⚡️ PANASONIC - IOCL - No significant update. ⚡️ IBC - JV with MGL for cell manufacturing in Karnataka. Factory plans have been announced, while IBC currently manufactures cells in Korea and assembles packs locally. ⚡️ NSURE - No significant new update. Samples and qualification work continue. ⚡️ JSW - Still looking for a technology partner. ⚡️ NASH ENERGY - Has a 600 MWh LFP cell manufacturing facility. ⚡️ GEGADYNE - Has a lab/pilot plant working on multi-ion chemistry rather than conventional lithium-ion. Supplying cells to Godrej for forklift applications. Exact capacity remains unclear. ⚡️ BOSON - Factory plans were announced earlier, but no significant update so far. ⚡️ VIKRAM SOLAR - Announced semi-solid Sodium-ion plans with technology partnership from Entity2. The project appears to be on hold for now. ⚡️ TRYDEN TECH - New addition to our list. Has its own R&D and has developed LFP & NMC cells. Pilot production is underway, and its technology is also being supplied externally for production. 🪫 Some projects have gone the other way: ❌ Log9 — Existing operations have ceased. ❌ Rajesh Exports — The project appears unlikely to materialise. The status remains unclear, including how it received PLI support. ❌ Carbolium Energy — We couldn’t find meaningful evidence of ongoing activity and it appears to have ceased operations. This is TCIN - our ongoing attempt to track what’s actually happening behind India’s cell-manufacturing announcements🔋🇮🇳 More updates as projects move from announcements → equipment → pilot production → qualification → mass production. PS - Do you have any more info? Or if you are related to any of these, we would love to talk more. Drop us a DM.

II Tata Sierra.ev : Empowered A QWD 75 kWh ,Range & First Impressions II Post on it later on a Sunday II Link : youtu.be/EQf2_fbSRbQ?si=_xRq… @evelectree @ferrarirules86 @tushv24 @AsheeshAroraEV @rakeshkaswan @EVZindabad @PlugInIndia @ev_gyan @Shaggy7979 @volklub @Tataev @Vivekvivi @VahanWarta @TorqueIndia @Gs_Wanderer

Visited Hyundai to check out the Venue Diesel AT today and casually asked for a valuation of my 15-month-old Honda City. The quote? Just ₹8 lakh for a car that cost me ₹14.5 lakh. That’s a ₹6.5 lakh hit in barely over a year. We keep talking about fuel costs, but depreciation is the biggest ownership expense most buyers ignore. If this is where the used-car market is heading, upgrading cars frequently is becoming a luxury few can justify. All plans dropped to trade my City against Venue/Sonet Diesel AT. I will drive it till it lasts. 🤡

Design that turn heads. Tech that exceeds expectations. The NEXT GEN Tiago. JUST WOW! 28.05.2026. #TataTiago #TheNextGenTiago #JustWOW #Tiago2026