Developing integrated sustainable mobility solutions for India

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Crude Import (mn Ton)

India clocks world's fastest GDP growth in Q4 2017 @ 7.7% - and has among the highest numbers of young people entering the work force over the next two decades.

Source: Ministry database

India has 61 cities with populations greater than San Francisco’s (850,000 population), and 50 cities

with populations of more than 1 million – will have 7 megacities with +10mn people by 2030

City C, IndiaCity A, India City B, India City D, India City E, IndiaCity C, India

India is home to nine of the 10 most polluted cities in the world

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BEVs are Significantly Cleaner Even After Counting the CO2 Emission from Power Generation

Source : M&M Data, Industry Information

e2o+(Battery EV)

Equivalent Petrol Veh.

Equivalent Diesel Veh.

Equivalent CNG Veh.

CO2 (g/km) 98 ~135 ~125 ~118

Tail pipe Emission (for a new BS IV vehicle)

CO (g/km)

ZERO

~1.000 ~0.500 ~0.400

HC (g/km) ~0.075 -

NOx (g/km) ~0.080 ~0.250 ~0.080

PM (g/km) ~0.002 ~0.025 ~0.002

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BEVs will Only Become Cleaner with Cleaner Power Generation

2016 2021-22 2026-27

CO2 emission from Power generation in India (kg/kWh)

0.732 0.581 0.522

CO2 g/km of BEV 98.4 78.1 70.2

Source : M&M Estimates, National Electricity plan - 2016”- CEA published by Central Electricity Authority, Ministry of Power, Govt. of India

Growth paths of global markets

Growth in US

Premium vehicle route

People Led – Govt. supported

Growth in China

Already largest EV market by volume

Mass vehicle route thro’ subsidy Government led – People supported

Growth in Norway

Largest EV market by Market share

Premium vehicle route thro’ mix of incentives and fees

Government led – People supported

Region wise growth

Forecasted BEV fleet penetration

EV growth in India

Mass vehicle route – with improving total cost of operations of EVs

(Government led – People supported)

India : Poised for the EV Revolution

Low PV penetration Rise in public infra

Rise in RenewablesCongestion & Pollution

High Oil import bill

Last mile mobility

ElectricMobility

Shared Mobility with Fleets

However there exists a high level of …

Being offset by … Leading to high requirement of …

By 2030, shared

miles to reach

35% of all the

miles travelled in

India

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Without FAME subsidy

With FAME subsidy With lowering Battery prices

3W eRick + eAuto

4WPersonal application

4WFleet Application

4WCommercial Application

Buses

TCO Economy of Using EVsBased on more than 80 Million kms on road in India across applications

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Key questions we need to answer

India has the opportunity to leapfrog and lead – how do we capitalise it?

How do we bring global technologies within Indian context?

How do we make charging infrastructure work for different segments?

What can be done to encourage investment in energy storage?