- By Pramoda Gode, Georg Bieker, and Anup Bandivadekar

India has been heavily reliant on the international market to meet its electric vehicle (EV) component needs, especially battery cells. To change this, NITI Aayog, the Government of India’s (GoI) premier policy think tank, initiated the National Programme on Advance Chemistry Cell (ACC) Battery Storage. This working paper estimates the battery manufacturing capacity that will be required for EVs, by year, up to 2035, under two future scenarios. It then discusses what that would mean for the industry’s development in India. The rest of this paper is organized as follows. First, the paper defines the two scenarios and outline the data sources and methodology used to forecast EV sales. Next, it describes the steps involved in determining the capacity of EV battery packs in the future. Following that, the total battery capacity required up to 2035 is estimated and a discussion of the policy implications is highlighted.