India Economy Thread

L&T’s chip arm unveils 40 products, debuts first silicon carbide chip for EVs and power systems at SEMICON India 2026

Moody’s raises India FY27 growth forecast to 7% from 6% on resilient economy, stronger investment
 
Alpex Solar has inaugurated a 2.2 GW tunnel-oxide passivated contact (TOPCon) solar cell factory in the Kosi Kotwan Industrial Area in Mathura district, Uttar Pradesh.
 
Tata’s EV is literally outpacing both Baidu and Tesla and you only have to scroll through the replies to see how rattled some Chinese commenters are by India catching up this fast.
 
Tata’s EV is literally outpacing both Baidu and Tesla and you only have to scroll through the replies to see how rattled some Chinese commenters are by India catching up this fast.

Tbf we need to crack the Li NMC supply chain and production. We did a good job with the software and design side to increase range. Battery is still Chinese and BMS some European supplier for tata and Chinese for Mahindra
 
Tbf we need to crack the Li NMC supply chain and production. We did a good job with the software and design side to increase range. Battery is still Chinese and BMS some European supplier for tata and Chinese for Mahindra
Agratas is already installing equipment at Sanand while Tata is putting $400M+ into battery R&D in Bengaluru. Tata AutoComp is already doing battery packs, BMS, motors, controllers, chargers and other EV electronics; Tata Elxsi works on cell testing, pack design, thermal management, BMS and vehicle integration. Same with M&M: Valeo has opened a Pune line making its 3-in-1 eAxle locally. A lot of what goes around them is already being engineered and made in India.
 

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