🚀 Global EV Investments Hit $100B+: Who’s Leading the Charge? BYD, Hyundai, Geely and Suzuki ⚡🌍
With EV sales projected to hit 20M by 2025, automakers & governments are pouring #$100B+ into manufacturing, batteries, & infrastructure worldwide. Here’s where the money is flowing:
📊 Country-Wise EV Investment Breakdown (2024-2025)
🇺🇸 United States – $20B+ Invested
🔹 Tesla – $3B investment, 500K EVs/year target, low-cost model planned (~₹20-25L).
🔹 Hyundai & Kia – $7.6B EV & battery plant in Georgia.
🔹 Volkswagen – $7.1B to expand North American EV offerings.
🇮🇳 India – $10B+ Expansion
🔹 Tesla – Finalizing retail entry in Delhi, Mumbai, Bengaluru.
🔹 Tata Motors – 400K+ charging stations planned by 2027.
🔹 Mahindra – New BE 6e & XUV 9e electric SUVs (500+ km range, $22K+ price).
🔹 Suzuki – $1.3B EV factory in Gujarat, launching 2025.
🇨🇳 China – $25B+ Global Expansion
🔹 BYD – $1B factory in Indonesia, 150K EVs/year.
🔹 Nio & Xpeng – Expanding aggressively into Europe.
🔹 Geely & Volvo – Collaborating on premium electric vehicles.
🇮🇩 Indonesia – $8B+ in EV Investments
🔹 BYD, GAC Aion, Citroën – New factories, benefiting from 15% tax cuts.
🔹 Nickel Processing – Critical battery supply chain boost.
🇲🇾🇻🇳 Malaysia & Vietnam – $5B+ Rising Hubs
🔹 Great Wall Motors, SAIC Motor – Relocating production to bypass tariffs.
🔹 VinFast – $2.5B expansion for global EV production.
🇯🇵 Japan – $6B+ in Advanced Tech
🔹 Toyota & Suzuki – Launching E-Vitara EV (India-Japan-Europe).
🔹 Idemitsu Kosan – $143M lithium sulphide battery plant, solid-state batteries by 2027-28.
🇰🇷 South Korea – $20B+ Battery & EV Push
🔹 LG Energy Solution – $5.2B expansion in battery manufacturing.
🔹 Hyundai – $16.5B, 1.44M EVs/year target by 2030.
🇪🇺 Europe – $10B+ Scaling Production
🔹 BYD – New Hungary plant for electric buses & passenger EVs.
🔹 Mercedes-Benz & BMW – Investing in solid-state battery research.
🔥 Key Takeaways
📌 EV sales up 42% YoY – 20M expected by 2025 (vs. 14M in 2023).
📌 Battery supply chain shifts – Indonesia, South Korea, & Japan leading.
📌 #$100B+ global investment – Who will dominate the next EV revolution?
📢 Which country is making the smartest EV investments? Let’s discuss! 👇
Originally published on LinkedIn on 2025-02-27 16:45:40: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A2474261-7300919026338168832
🌍⚡ “Sustainability = Profitability?: Auto Leaders vs. Laggards in Q3 FY25” 🚗💰
The IndianAutoIndustry is witnessing a sustainability shake-up.
✅ Companies prioritizing EVs, GreenManufacturing, and CircularEconomy are outpacing the market.
❌ Those slow to adopt sustainable practices are struggling with shrinking margins & investor skepticism.
📊 Here’s the data-driven Q3 FY25 leaderboard: Who’s accelerating, and who’s stalling?
🚀 TopPerformers: Profits Fueled by Sustainability
✔️ Mahindra & Mahindra (M&M): ₹3,181 Cr PAT (+20% YoY) | 16% volume growth | EV leadership & green factories paying off.
✔️ ActionConstructionEquipment (ACE): ₹873 Cr revenue (+16.6%) | Investing in low-emission tech & energy-efficient equipment.
✔️ NDR Auto Components: 79% stock surge | CircularEconomy approach driving green component sales.
✔️ SundaramClayton: 69% stock rise | LightweightMaterials reducing carbon footprint.
✔️ SJS Enterprises: 65% stock growth | Strengthening SustainableSupplyChains.
✔️ BharatForge: 12% revenue growth | Expanding into EV components & sustainable engineering.
✔️ BoschIndia: +10% revenue | Investing heavily in CleanMobility tech.
✔️ GreavesCotton: ₹423 Cr revenue (+18%) | Dominating the EV three-wheeler market.
✔️ TataElxsi: +15% growth | Digital innovations fueling the EV ecosystem.
✔️ JBM Auto: ₹1,287 Cr revenue (+22%) | Scaling urban MobilitySolutions for net-zero cities.
📌 RealityCheck: Sustainability isn’t just an ESG commitment—it’s a financial win.
⚠️ Underperformers: Cost Pressures & Slow Sustainability Adoption
🔻 TataMotors: ₹5,578 Cr net profit (-22.5%) | EV growth overshadowed by rising costs & margin drops.
🔻 MarutiSuzuki: ₹3,508 Cr PAT (+12%) | Facing price pressures amid rising sustainability investments.
🔻 BajajAuto: 4% revenue growth | Struggling to scale EV production profitably.
🔻 HeroMotoCorp: Flat EBITDA margins | Needs faster transition to green mobility.
🔻 TVSMotor: +14% EBITDA growth | High costs hurting profits despite EV expansion.
📌 RealityCheck: Not prioritizing sustainability is now a business risk, not just an ESG issue.
🏆 KeyTakeaway
💰 Sustainability isn’t a cost—it’s the key to long-term profitability.
🚀 Auto companies investing in green tech are seeing stronger earnings & investor confidence.
⚠️ Laggards must pivot or risk being left behind in a carbon-conscious economy.
👉 Which auto company do you think is leading the SustainabilityRace? Let’s discuss below! 👇
Originally published on LinkedIn on 2025-02-10 16:49:42: https://www.linkedin.com/feed/update/urn%3Ali%3AgroupPost%3A82093-7294759446935670784
