The Strait of Hormuz crisis just proved what EV investors have argued for years — China’s EV boom let it cut 3M bpd of oil imports overnight. India’s path to energy independence runs through electric mobility, not just oil diplomacy. 🇮🇳⚡
@advantEdge_vc@NITIAayog
https://t.co/1TR4W6ZwWv
Every technology transition creates new infrastructure needs.
As EV adoption scales, the next set of opportunities may lie beyond vehicle sales: servicing, diagnostics, resale, financing, battery lifecycle management, and recycling.
The vehicle is the starting point. The ecosystem is the market. ⚡🇮🇳
@AdvantEdge_VC
Delhi’s EV journey highlights an important lesson: adoption isn’t driven by incentives alone.
Consumers switch when the economics work, the infrastructure is reliable, and the product fits the use case.
The next phase of India’s EV transition will be won not by policy announcements, but by solving the last-mile challenges of convenience, charging & service. ⚡
@gupta_rekha@CMODelhi@MinOfPower@mnreindia@AdvantEdge_VC
BYD just overtook Tesla. Again. Chinese OEMs hold 5 of top 6 EV sales positions globally.
Legacy automakers spent a decade protecting ICE. Now they’re playing catch-up. The lesson isn’t about OEMs alone. It’s about building ecosystems. This is exactly why we back the full stack - infrastructure, energy & mobility layer beneath them.
Clean grid → EV stack → mass mobility. The flywheel is turning. 🇮🇳
@AdvantEdge_VC@ETAuto@theicct_india
https://t.co/w2OlKUEErB
India’s EV sector just crossed a 10%+ penetration in May! 📈
The biggest value-chain gaps remain in battery cells, power electronics, and localized software/firmware. For deep-tech and hardware startups in India, the next decade is wide open to build production-grade, localized components.
https://t.co/EBxwoOhvbQ
Rising fuel prices may have accelerated EV adoption, but sustained demand and delivery delays point to a structural shift in consumer behaviour. The next phase of India’s mobility transition will be defined by how quickly infrastructure scales to match demand.
https://t.co/xWb49TDEjn
India hits 50% clean power — 5 years early.
While the world debated IF India could go green, we were writing cheques — @ExponentEnergy (fast charging), https://t.co/8Ji4xhOXRj (bikes), @baazbike (fleets), @exponent_one (finance).
And the shared mobility layer riding on it — @rapidobikeapp@chaloapp@zingbus.
Clean grid → EV stack → mass mobility. The flywheel is turning. 🇮🇳
https://t.co/2j0w2CJYHB
👉Advantedge founder Kunal Khattar told ET that Fund I has delivered 11.5X returns on invested capital after a string of exits and follow-on rounds in portfolio companies.
“We are now looking to sell our few remaining positions and fully close the fund over the next 12 months."
@SharmaShradha@TajHotels@tatatrusts wonder what wld have happened if u started eating with hands sitting in this objection pose - a cross legged sitting pose & eating with hand — more than 90% of indians do while dining… taj then wld have put up a sign … indians and _ not 🚫. sadly we forget our roots somehow
@NexaExperience have been trying to connect with your sales team for last couple of days. wanted to purchase- only greeted by a recorded message and then a brochure via text. you guys do plan to sell cars?