[H2]Executive Summary[/H2] This industry research report audits the electric vehicle (EV) battery manufacturing ecosystem in 2026. As electric two-wheelers, three-wheelers, and passenger vehicles achieve commercial parity with internal combustion engines, domestic cell manufacturing capacity has emerged as a crucial pillar of industrial policy.

Under the ₹18,100 crore Production Linked Incentive (PLI) scheme for Advanced Chemistry Cell (ACC) battery storage, commercial Gigafactories in Gujarat, Maharashtra, and Tamil Nadu have commenced local cell fabrication.

[H2]Section I: Gigafactory Capacity & Localized Manufacturing[/H2] Key findings from the 2026 battery manufacturing audit: - Total Domestic Cell Capacity: Installed capacity reached 30 GWh in 2026, targeting 50 GWh by 2028. - Local Value Addition: Localized manufacturing content reached 60%, reducing reliance on imported pre-assembled battery packs. - LFP vs NMC Chemistry: Lithium Iron Phosphate (LFP) chemistry accounts for 78% of domestic production due to superior thermal stability in tropical climates and lower material costs.

[H2]Section II: Critical Minerals & Upstream Processing[/H2] Upstream mineral security remains a strategic priority. Through Khanij Bidesh India Ltd (KABIL), joint venture investments in South American lithium blocks and domestic lithium refining infrastructure in Jammu & Kashmir and Chhattisgarh are establishing domestic raw material processing capabilities.

[H2]Conclusion[/H2] Establishing localized battery cell manufacturing is essential for India's energy transition, transport electrification, and industrial competitiveness.