EV Series — Vol. 2: Battery Manufacturers

Volume 2 of the EV Series shifts focus from OEMs to battery and cell manufacturing — the core component of the EV value chain — covering supply chains, technology evolution, cost dynamics, and India’s positioning[1].

Overview

Volume 2 shifts focus from OEMs to the battery and cell manufacturing segment — widely regarded as the most strategically important part of the EV value chain[1]. KCM’s published guide states that batteries represent 30–40% of an EV’s total cost (KCM secondary; primary cost-study source not available in this research pack), making manufacturing capability in this segment a critical competitive advantage[1].

This edition examines the technology landscape, key players (global and Indian), supply chain dynamics, government incentives driving domestic manufacturing, and KCM’s strategic takeaways on the sector’s investment and regulatory outlook[1].

References

1. KCM Consultants, EV Series — Vol. 2: Battery Manufacturers (Knowledge Hub, 20 June 2026).