India's EV battery manufacturing map now covers six hubs across Gujarat, Tamil Nadu, Telangana, Karnataka, Maharashtra and the National Capital Region, according to tradebrains.in. Agratas plans 20 GWh of cell capacity in Sanand by 2027, Reliance New Energy targets 40 GWh at Jamnagar in 2026, and Amara Raja is investing ₹9,500 crore in a 16 GWh Telangana corridor. Exide commissioned 6 GWh near Bengaluru, while Mahindra allocated ₹4,500 crore in Chakan. The report estimates EV-related infrastructure could require 5,760-6,852 acres of land by 2030.
According to tradebrains.in, India’s electric-vehicle battery manufacturing build-out now spans six hubs across Gujarat, Tamil Nadu, Telangana, Karnataka, Maharashtra and the National Capital Region, drawing commitments from Tata Group‘s Agratas, Ola Electric, Amara Raja Energy & Mobility, Reliance New Energy and Exide Energy Solutions as the country scales lithium-ion cell and pack production.
Gujarat anchors large-scale cell production
India registered around 23 lakh EV sales in 2025, up nearly 16% year-on-year, with electric vehicles accounting for about 8% of new vehicle registrations, according to the report. Gujarat has emerged as the centerpiece for large-scale production as adoption climbs.
Agratas is building a battery-cell facility in Sanand with a planned first-phase capacity of 20 GWh annually and production slated for 2027. Reliance New Energy’s Jamnagar gigafactory is scheduled to begin operations in 2026 with an initial capacity of 40 GWh annually, scalable to 100 GWh.
The TDSG venture of Toshiba, Denso and Suzuki has already produced battery packs for more than one million vehicles, with annual capacity of 18 million battery cells and a further expansion of 12 million cells planned. Its packs serve hybrid vehicles, while Agratas and Reliance target larger-scale cell production and energy storage.
Tamil Nadu pairs two-wheeler scale with cell capacity
India recorded 24.52 lakh EV sales in FY2026, up 24.6% year-on-year, including 14.01 lakh electric two-wheelers, the source states. Tamil Nadu combines established automotive supply chains with a deep electric two-wheeler base.
In Krishnagiri, Ola Electric’s Futurefactory spans around 417 acres with annual vehicle production capacity of up to 10 lakh units, while its battery gigafactory targets 20 GWh. The company had established 1 GWh of installed cell-manufacturing capacity under the government’s PLI scheme as of December 2025.
In Hosur, Ather Energy runs electric two-wheeler and battery-pack manufacturing facilities. Together the Krishnagiri–Hosur belt supports demand for battery suppliers, component makers, logistics facilities and industrial land, according to the report.
Telangana builds a giga corridor
At Divitipally in Mahabubnagar district, Amara Raja Energy & Mobility is developing its Giga Corridor across around 262 acres, with a planned investment of ₹9,500 crore and long-term capacity of 16 GWh for battery cells.
The company inaugurated a 60 MWh Customer Qualification Plant in July 2026, backed by an investment of ₹500 crore, to validate lithium-ion cells before commercial-scale production. Its first major cell-manufacturing phase targets 2 GWh of capacity in 2027, and the wider project includes battery-pack assembly and energy-storage solutions.
The project is expected to strengthen the Mahabubnagar–Hyderabad industrial belt by attracting battery component suppliers, engineering operations and logistics infrastructure as India’s EV market expands.
Karnataka commissions cell capacity near Bengaluru
Exide Energy Solutions, a wholly owned subsidiary of Exide Industries, commissioned Phase I of its Devanahalli, Bengaluru, facility in September 2026 with a capacity of 6 GWh annually, according to the report.
The company plans to expand the facility to 12 GWh across two phases, backed by a cumulative investment of ₹5,202 crore in the subsidiary as of March 2026. Bengaluru also hosts a substantial battery-pack assembly ecosystem, with more than 28 recorded operations cited in industry directories.
As India’s lithium-ion battery demand grows from an estimated 20 GWh to 140-150 GWh by 2030, domestic cell production could reduce import dependence and attract further investment in battery components, engineering and industrial infrastructure.
Maharashtra draws EV and component spending
Maharashtra sold 2.79 lakh EVs in FY2026, including 34,139 electric passenger vehicles, a 100% year-on-year increase in that category, the source states.
In Pune’s Chakan industrial belt, Mahindra & Mahindra has allocated ₹4,500 crore toward EV manufacturing and battery assembly, part of a wider ₹16,000-crore investment plan for FY2022-FY2027. Its dedicated EV facility occupies around 88,000 sq m within the 657-acre Chakan hub, with an initial annual target of 90,000 electric SUVs, scalable to 1.2 lakh units.
Hindalco invested ₹500 crore in a five-acre Chakan facility to manufacture aluminium battery enclosures, with initial capacity of 80,000 units annually and plans to double it to 1.6 lakh.
NCR focuses on recycling and material recovery
The National Capital Region, particularly Gurugram and Noida, is developing a supporting ecosystem centered on battery recycling, critical mineral recovery and battery solutions, according to the report.
BatX Energies, headquartered in Gurugram, operates a recycling facility at Sikandrabad in Uttar Pradesh with processing capacity of up to 5,100 tonnes annually. Its technology recovers lithium, cobalt, nickel and manganese from used lithium-ion batteries, with reported recovery rates of 97-99%.
Attero, based in Noida, is among the country’s established e-waste and lithium-ion battery recycling companies, while other regional firms work on battery-pack manufacturing and energy-storage solutions. The source notes this recycling infrastructure could reduce dependence on imported critical minerals.
Real estate demand tied to battery build-out
India’s EV battery investments are set to drive demand for industrial land, warehouses and component manufacturing facilities across the named states, according to the report.
EV manufacturing and related infrastructure could require 5,760-6,852 acres of land by 2030, creating potential opportunities for industrial parks and logistics hubs, the source states.
The report concludes that investments spanning battery cells, packs and recycling, combined with growing EV adoption, could strengthen domestic supply chains while creating opportunities in industrial development, logistics and real estate.
Source: tradebrains.in
Compiled from international media by the SCI.AI editorial team.
