Whalesbook
Abhi jo 2030 tak 30% EVs karne ka goal hai na, woh itna easy nahi lag raha. Sabse badi tension hai charging infrastructure. Abhi toh har 235 EVs par bas 1 public station hai. Isse logon ko 'range anxiety' ho rahi hai, matlab dar lagta hai ki car band na ho jaye beech mein. Aur jo budget-conscious buyers hain, jo lagbhag 65% passenger vehicle sales lete hain, woh toh sochte hi reh jayenge.
Aur bhai, charging stations lagane ka kharcha bhi bahut zyada hai. Uske upar, grid ki taiyari ka bhi sawaal hai. Jab EVs charge hongi, especially raat ko, toh bijli ka consumption badh jayega. Power companies ko bohot expensive upgrades karne pad sakte hain, jisse electricity ka bill bhi badh sakta hai. Kuch projections ke hisaab se, agar 30% EV penetration ho gaya 2030 tak, toh 640 TWh extra electricity chahiye hogi!
Government toh full support mein hai, PM E-DRIVE scheme aur 4,800+ charging stations approve kar diye hain. Tata Motors ne toh 38.8% share pakad rakha hai electric 4-wheeler mein aur woh ₹12 lakh se kam ki cars lane ki soch rahe hain. JSW MG Motor India ne toh H1 2025 mein 30% market share le liya, aur Mahindra Electric ne toh electric 4-wheeler sales mein 443% ka growth dikhaya hai! Lekin, abhi bhi overall auto sales mein EV penetration sirf 8.64% ke aas paas hai.
Investors bhi dekh rahe hain. Jaise Maruti Suzuki hai, jiska market cap $43.34 billion hai aur P/E ratio 28.1. Isse lagta hai ki future growth ki expectation hai. Lekin agar EV adoption slow hua ya competition badh gaya, toh yeh valuations thoda risky ho sakte hain. Analyst log Tata Motors Passenger Vehicles Ltd ke liye positive hain, kai log 'Buy' rating de rahe hain. Toh short mein, agar charging, grid aur cost ke issues solve ho gaye, tabhi yeh 2030 ka 30% EV ka sapna poora hoga.