Electric Vehicle Business

• Value chain players

• Quantifying the impact of EV’s bulk energy demand
• Critical analysis of key variables
• Charging Challenges
• Charging patterns
• Value Propositions
• Electric Vehicle & grid asset
• Battery Lifecycle
• Key players’ strategy
• Impact of technology & behavioral change
For those without
home charging capacity
How TESLA worked with EV
 Tesla Sales Focus

1. Focus on monthly payments vs. total vehicle price

2. Engaging stores, low bar for test drives, simplified sales process

3. Stand behind the product with great warranties, service, and residual values
Model S Charging Vocabulary

Tesla
Mobile
Connector
110V Outlet

Twin charger(s)
Tesla
240V Outlet High Power Wall Connector
 Model S Supercharging

• Industrial grade, not available for home use

• Up to 120 kW input
• Up to 120 kW off-board charger
• Bypasses on-board vehicle chargers
• Fills battery directly
Case Study - INDIA

Consumptions increased from 24% to 31% during 12 am to 6 am

Consumption has substantially decreased between noon & evening
INDIA’s Progress to EV

• The Maharashtra State Government waived off some taxes for Electric
Vehicles ever since it became India’s First State to have an Electric
Mass Mobility System
• • India is obligated to bring down its share of global emissions by
2030 as a signatory to the Paris Climate Agreement
• • The Goods and Services Tax (GST) Council has set a tax rate of 12%
compared to 28% set for petroleum based vehicles
• Suzuki has announced its plan to setup a $600 million lithium ion
battery facility
INDIA’s Progress to EV

• Mahindra has announced investment of around 60 million rupees to

develop its EV division expecting to launch electric variants of its
vehicles
• Cummins India, an engine manufacturer is researching on electric
mobility solutions
• Ashok Leyland has announced a partnership with SUN Mobility to
develop battery swapping system for electric buses
• JSW Energy has announced its plan to invest $623 million in electric
cars, batteries and charging infrastructure
Global EV Market