The Key to Profit from India's EV Revolution

May 7, 2021

Editor's note: India's electric vehicle revolution is just getting started. As this economic boom kicks into high gear, it will create many crorepatis. You can profit from this megatrend in the stock market. Our co-head of research, Tanushree Banerjee, has been watching the EV space closely. She has identified the key to profit from this revolution. Read on to find out more...

It has the lowest density of all metals.

It reacts vigorously with water.

Though not as rare as precious metals like gold, silver, and platinum, it's set to have a dominant industrial usage in an increasingly electronic world.

No wonder, lithium is being called the 21st century oil!

Lithium-ion batteries are critical in the making of battery packs for electric vehicles.

But that's not all. Smart phone and electronics makers like Apple and Samsung are also heavy consumers of lithium.

--- Advertisement ---
3 Hidden Forces are Converging for the First Time Ever...

This convergence is going to unleash a once-in-a-generation wealth boom.

A wealth boom that could potentially mint countless new dollar millionaires as the stocks at the heart of this event return thousands of percent over the long term.

It's a story of ground-breaking consequences that cannot be ignored.

Our co-head of research, Tanushree Banerjee, is going to reveal all about this historic event on the evening of September 24.

Tanushree believes, those who invest in the companies at the heart of this event could turn a small stake into generational wealth.

Just head to this page to get more details about this historic event...

The most important use of lithium is in rechargeable batteries for mobile phones, laptops, digital cameras, and electric vehicles (EV).

It's well known that batteries are the most valuable part of an electric vehicle.

In fact, it often differentiates the frontrunners from the rest. So, most EV companies are rightly focussed on building giga-factories to anchor the battery to the EV value chain.

Companies like Amara Raja Batteries and Exide, which were the only assemblers of lithium-ion batteries until a few years back, now find themselves as part of a crowd.

Entities like Tata Chemicals are working on battery capacities that integrate ISRO's cutting edge lithium-ion cell technology.

Ola plans to produce an electric scooter every two seconds in the world's largest e-mobility factory. Initially lithium batteries would be sourced from South Korea. Eventually they will be manufactured in Ola's upcoming integrated plant near Bengaluru.

--- Advertisement ---
SPECIAL REPORT REVEALS: Real Estate Success Secrets of India's Most Respected Traders...

• A Secret 33-Year-Old Pattern That Has Just Remerged to Practically Guarantee a Massive Bull Run in Real Estate Over the Coming Years!

• The #1 Trend You Need to Know Before Investing in Real Estate This Year (Even if You Deal with Traditional Real Estate Investing and Have Nothing to Do with Stocks, this is a MUST KNOW)

• INVESTING IN COMA: Why People Who Invested in Real Estate Before 2019 Didn't Make Any Money (and Why Now is The Right Time to Get Started)

Here's How to Grab a FREE COPY Today

Hero MotoCorp's subsidiary Ather Energy has already set up capacity to produce 120,000 battery packs annually. Ather Energy is the only EV maker in India to produce its own battery packs. It has already filed 13 patents on the design and manufacturing of the lithium-ion batteries.

But the economics of producing the batteries in-house are compelling for large capacities.

Lithium-ion batteries account for 35-40% of the cost of an electric vehicle and lithium cells constitute around 70% per cent of the battery cost.

Moreover, under a recent tax incentive (PLI scheme), the government has earmarked an outlay of Rs 180 bn for incentivising the manufacturing of advanced chemistry cells.

Therefore, several players will compete for a share of the lithium-ion battery pie over the next decade.

REVEALED: Details of 3 "Super Smallcap" Stocks Nobody Tells You About...

Today, South Korea, China, and Japan account for nearly 85% of the global lithium cell production.

But India's lithium-ion battery capacity could be among the world's largest in a few years.

And this itself could be a huge wealth opportunity for investors looking to bet on technology before its ripe.

While the lithium cell technology matures over the years, investors with a long term outlook must keep a close watch on the sector.

The adoption of electric vehicles will depend on the viability of this ecosystem.

Warm regards,

Tanushree Banerjee
Tanushree Banerjee
Editor, StockSelect
Equitymaster Agora Research Private Limited (Research Analyst)

PS: Tanushree will tell you how to potentially accumulate Rs 7 crore in wealth over the long-term. Get full details here.

Recent Articles

A Great Time to Buy ITC September 17, 2021
Is the worst over for the stock of ITC?
A Rare Buying Opportunity in an Exciting Stock September 16, 2021
Whether agriculture sector goes through a structural transformation or not, this agrochemical stock has a good chance of winning.
To Make 100x Profits You Must Know This... September 15, 2021
Which investors made 100x returns in the stock of Gillette?
Your Backdoor Entry to India's Real Estate Boom September 14, 2021
Home improvement stocks are the perfect way to play real estate today.

Equitymaster requests your view! Post a comment on "The Key to Profit from India's EV Revolution". Click here!