India’s EV ride: Consistency in execution holds key

PICTURE THIS: DELHI'S air quality index (AQI) regularly spikes above 400,making it one of the world's most polluted cities - worse than smoking a pack of cigarettes a day for residents.

- KALPESH KIKANI

Nationally, over 90% of Indians live in areas exceeding WHO air quality guidelines,with pollution-linked deaths hitting a staggering 1.67 million annually.The air in our major metrosis getting tougher to breathe, especially when winter inversions or heavy traffic combine. Transportation is a major part of the problem, accounting for roughly 14% of energy-related CO2 emissions and a major share of the urban particulate matter that settle over our cities. The consequences are real.

Electric mobility offers one of the clearest, most practical paths forward. It cuts emissions where they happen, delivers cleaner air in our metros, and supports India’s climate goals: 45% reduction in GDP emission intensity by 2030 and net zero by 2070.

From where I see it, this sector stands out when you ask three straightforward questions: Is demand growing fast? Can companies generate sustainable returns? And can India build a real domestic advantage rather than relying on imports in the long term? Electric mobility increasingly answers yes to all three.