Meta Finance

Winning the Battle in the EV

Ecosystem

Will TATA group

achieve it?
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Why electrification of vehicles is increasing rapidly ?

higher-performance cost-effective battery government incentives

technologies and regulation

improved mileage ecological awareness

vehicles

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The key industry players

Vehicle manufacturers
(Original Equipment
Product Manufacturers)

Infrastructure Providers (IP)

Service

Battery Technology
Suppliers (BTS)
Relationship

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Challenges to EV adoption

comparatively higher- lack of efficient

1 2
priced product engines

battery-related 3 4 lack of charging

issues infrastructure

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The EV Ecosystem
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System of Electric Cars

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The Electric vehicles are classified by how electricity is

used to power the vehicle:

Hybrid Electric Vehicles (HEVs) are powered by an internal combustion engine (ICE) and electric
01 power. Batteries are charged via regenerative braking and optionally by a generator connected
to the ICE

Plug-in Hybrid Electric vehicles (PHEVs) are HEVs, so they have an ICE, and they have an on-board
02 charger (OBC) that allows the batteries to be charged from an external electric power source

Battery electric vehicles (BEVs) 100% use of electric power. Batteries charged from external
03 electric power source and regenerative braking

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Charging in EV
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The charging infrastructure plays a pivotal role on electric vehicles & can
be categorized based on the provided voltage type:

AC charging station transmits power from a single phase/poly phase at home or at

01 public/private outlet to an electric vehicle. The charging time takes several hours. (generally
not preferred)

DC charging station (fast charging) are suited for electric vehicles needing a lot of charge during
02 a short stop. The common power charging is ≥50 kW. The charging time usually takes 30-60min
for 80% charge

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THE PERFECT ECOSYSTEM - Tata UniEVerse

As Tata Sons Chairman N Chandrasekaran said: “It is not just about selling more cars but putting together the whole
ecosystem, with economies of scale.”
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Ecosystem of Tata UniEVerse

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Tata Motors
Tata Motors is the thread that will keep this EV ecosystem together - “Transforming into an EV giant”

Tata Motors has an early mover advantage in the segment & has
already established itself as a market leader
Tata Motor’s electric SUV, Nexon EV is driving growth in this segment accounting for 65% of the total sales in FY21

widen the portfolio of product offerings, bring India-specific product

specifications and transition towards a multi-energy platform. For
their luxury offering JLR, Tata Motor’s vision is to make Jaguar an all-
electric brand by 2025

“By 2025, Tata Motors will have 10 new BEV

vehicles” Chandrasekaran said.

“Our localized content has helped us to price our

vehicles at prices close to automatic CUVs, which
could not be done by the peers due to high import
duties they have to pay,” Shailesh Chandra,
president, Electric Vehicle and Corporate Strategy

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Sales Growth in Tata w.r.t EV

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Tata Power
We all have heard of the statement, “India is not ready for EVs because it doesn’t have the required infrastructure yet!” Haven’t we?

Tata Power has set a target to expand its network of EV charging

stations to 700 by the end of the current financial year. It has already
crossed the number of 543

Tata Power is already established, it will make it very difficult

for other companies to enter (entry barrier). This will give a
great boost to the staggering infra of the EV industry.

On the charging infrastructure side, Tata Power

will take up the ownership — from installing
charging stations to supplying power. The
company will also install charging points in
households as well as commercial locations

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If you are thinking about the electricity supply, renewable energy & sustainable energy sources, Tata Power
is already working on that. Have a look:
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Tata
Investors love the word “batteries”,
whenever someone talks about EV. Tata is
setting up an energy storage system for
mobility and charging stations.
The average price of peers’ EV comes to around 25
lakhs while that of Tata is around 15 lakhs. The
prices are expected to come down further after
Tata Chemicals manufactures the battery cells
Li-ion battery recycled as a result, will reduce
environmental pollution, save energy and natural
resources by extracting fewer raw materials from the
earth. The Recycling operations are carried out at a 3P
facility located near Mumbai.
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Chemical
Tata group now has the solution for the problem
of batteries also! Not only this, the PLI scheme
by the union government is just like icing on the
cake for the company
Tata Chemicals is setting up a lithium-ion cell manufacturing
project in Gujarat. These lithium-ion batteries are
rechargeable batteries used for portable electronic & electric
vehicles & will find use in a number of industries like
consumer electronics, industrial, & automotive. The demand
for these batteries is increasing exponentially.
Investments of ₹800 cr for 300 MW to 2 GW of energy storage
capacity. India doesn’t have lithium ion manufacturing
capacity. The union government outlay of Rs 18000 Cr to
promote the manufacturing & storage of lithium-ion cells
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CROMA Tata is trying to have a non-traditional

Infiniti Retail, a subsidiary of Tata Group, runs Croma stores
in India, a retail chain for consumer electronics & durables
but how will a retail store selling mobile phones &
refrigerators help in this massive EV ecosystem?
effort to showcase their new range of
EV’s. Croma will provide the store-in-
store experience facilities with test drive
options.

35 plus customer walks in to buy electronics,

01 notices the digital display of an EV by the Tata
Group. (In a 6*8 feet area in the showroom)

In-house trained EV product specialists

02 (available across dealerships and Croma stores)

Thus you have successfully found a potential

03 customer

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Tata Auto Components

The company has done multiple Joint Ventures(JV) in the last 2-3 years to enter into the EV auto components market and is now
trying to build new plants to localize electric vehicle parts.
50:50 JV with China’s second-
largest EV motor manufacturer,
Prestolite Electric, for local
Tata Auto Components Systems production of starter, motor,
Limited, provides products & alternators.
services to Indian & Global
automotive companies as well as
For Charging stations, the
Tier 1 suppliers.
company has signed an
MOU with Tritium, an
The company manufactures &
markets various auto components & VS Australian company.
systems like engine cooling
solutions, automotive batteries,
rearview mirrors, command systems 60:40 JV with Gotion
etc. to make their battery
pack and battery
management systems
stronger

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Tata Motors Finance

With the upcoming age of EVs, the need for financing will
01 also grow exponentially. To put it in figures, according to a
report by Niti Aayog, the Cumulative Capital cost of India’s
EV transition is around a whopping INR 19.7 Lakh Crores!
The EV finance Industry is expected to reach the Rs 3.7
lakh crore mark by 2030, which is practically 80% of what
the retail vehicle finance industry is today.

This segment is a gold mine for Tata Motors Finance!

The company is focusing on providing accessible and
02 feasible vehicle financing options to customers. To
promote all the Tata EVs and provide them with a
sales boost, it has come up with a different approach
towards financing the vehicles, including low-cost EMI,
bullet financing, etc.
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It is the design & technology services arm, the
company has been quick to work on EV software
Tata Elxsi
It has collaborated with Tata Motors to develop a
01 02 cloud-based IoT platform that will help with
common standard technology stack that delivers
the scalability & high performance

In layman terms, Elxsi will help in It has created a full-stack IP called

AutonomAI, which some of the OEMs
constant technology up-gradation and
automation in EV software
03 04 have adopted, which has helped to
accelerate their program for autonomous
vehicles.

They have built high- They have developed tools in

performing deep learning
models for various perception
tasks – both stationary and
nonstationary suiting needs
for different terrain,
geography, and transport
safety rules.
05 06 sensor fusion, synthetic but
realistic data generation,
validation, automated testing,
driver monitoring system,
cabin monitoring system, and
Analytics for CAN bus signals.

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Big Data Analytics broadly fall into three categories

Recently, they have developed Park by Memory and Parking
Slot Detection models, which can help Indian drivers save
Productivity improvement
time and make the hassle of parking your car much easier Using AI for ticket analysis and management, ticket
with machine learning, automation and data collection. classification, duplicate removals, bring focus and
prioritise where real attention is required by providing
With a test infrastructure that includes DC electronic loads, powerful insights for the data received.
battery simulator, HV-LV power supplies, dynamometer, and
SW plant models, eMOBILITY supports compliance testing of
EV components for various EV standards.

20XX
STRATEGY
Design improvement
Intelligent Triaging
This involves analyzing data collected
Anomaly detection, RCA analysis for from drive chains, drivers, and
major faults occupants, even reviews mentioned in
the public domain (auto magazines) to
optimize cabin comfort, complement
ADAS and other assist systems.

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Can you find something common?

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Tata Consumer Products

In abroad, just as Tesla supercharger
station gets a direct service from a nearby
McDonald's eatery that offers delivering
food to Tesla owners in car while they
charge their electric vehicles.

Similarly, we may see Starbucks, which is

a subsidiary of Tata Groups to open its
stores near the charging stations for a
quick snack.

When charging station operators, they

try to build them near amenities for
drivers. Business of restrooms, coffee
shops and restaurants may run nearby
as the charging may take 3-4 hours of
time.

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Meet The Team

Debjani Mukherjee Shashank Udupa

Student Founder of Avalon Scenes
(BSc Economics Hons.) Ex-Investment Banker
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End of slides

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