Mobility First Transformation Fund, helping early stage founders build #Indicorns https://xitter.cf/t.co/BGokDvcr2s
Delhi
Joined September 2016
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AdvantEdge retweeted
EVs depreciate 60-80% in 5 years (vs ICE appreciating 5-6%/yr). That crash in resale value is exactly what makes a ₹10-15L EV affordable at ₹4-6L used.
250M two-wheeler owners in India are one financing innovation away from their first car. Wrote about why the used-EV market (growing 15%/yr) is the bridge on @IndianVCA site :
ivca.in/insights/blogs/drivi…
AdvantEdge retweeted
India has 29 state EV policies. And counting.
Great for experimentation. But an OEM selling across states tracks different incentive windows. A fleet operator hits different tariffs. A charging company faces different land approvals.
State-level innovation got us here. A national framework will take us to scale.
Common rules on charging, incentives, data standards and battery health — not to replace states, but to connect them.
@AdvantEdge_VC @mnreindia @MinOfPower
forbesindia.com/article/upfr…
AdvantEdge retweeted
India’s large two-wheeler base represents a substantial pool of potential four-wheeler owners, but the cost of buying and running a car remains a key barrier.
In this edition of #TheContext, @KunalKhattar, Founding Partner, @advantEdge_vc, examines how pre-owned electric cars could provide a more accessible route from two-wheeler to four-wheeler ownership.
Faster depreciation of electric vehicles (EVs), driven by advances in battery technology, improved range, and the pricing of newer models, can make used EVs available at significantly lower prices than when new. Combined with lower running and maintenance costs, this could make them an attractive option for cost-conscious consumers looking to move to four-wheeled mobility.
The piece also looks at how transferable battery warranties can address concerns around battery degradation and replacement costs, helping support a robust secondary market for EVs.
Read the full article: ivca.in/insights/blogs/drivi…
#TheContext #ElectricVehicles #EVIndia #Mobility #AlternateCapital #PrivateMarkets #IVCA
AdvantEdge retweeted
Cabinet just cleared Green Energy Corridor Phase-III. ₹1.86 lakh crore. 135 GW of renewable energy by 2032.
And ₹50,000 crore specifically for 50 GWh of Battery Energy Storage.
This isn't just a power sector story. It's the foundation that makes EV adoption irreversible.
Clean grid is no longer a promise. It's a ₹1.86 lakh crore commitment.
Clean grid → EV stack → mass mobility. The flywheel is turning.
@AdvantEdge_VC @mnreindia @MinOfPower
hindustantimes.com/india-new…
AdvantEdge retweeted
Delhi's Winter Pollution Action Plan kicks in November 1.
Parking charges doubled. Construction banned. 50% work from home. Non BS-VI vehicles restricted.
EVs? Completely exempt. No restrictions whatsoever.
Winter in Delhi is about to become the strongest real-world advertisement for EV ownership the city has ever seen.
Clean grid → EV stack → mass mobility. The flywheel is turning.
@AdvantEdge_VC @mnreindia @MinOfPower
business-standard.com/india-…
AdvantEdge retweeted
India's e-bus market grew 35% in FY26. We're #3 globally in e-bus penetration.
But 85% of India's e-buses arecity fleets. Private e-bus adoption? Less than 5%.
The problem isn't demand. It's financing tenures built for diesel and high voltage charging infrastructure that stops at STU depots.
Policy got the government fleet moving. Now fix the ecosystem for private operators.
Clean grid → EV stack → mass mobility. The flywheel is turning.
@AdvantEdge_VC @mnreindia @MinOfPower
thecore.in/business/indias-e…
AdvantEdge retweeted
India — the only G20 nation to fulfil all Paris COP21 commitments. Ahead of schedule.
Solar capacity: 2 GW in 2014. 160 GW today. 20 crore tonnes of carbon emissions curbed through solar alone.
The world debates. India delivers.
And the next chapter? Clean mobility. EVs. Energy independence.
The foundation is built. Now we accelerate.
Clean grid → EV stack → mass mobility. The flywheel is turning.
@AdvantEdge_VC @mnreindia @MinOfPower
indiatoday.in/amp/science/st…
AdvantEdge retweeted
India has 29 state EV policies. And counting.
Great for experimentation. But an OEM selling across states tracks different incentive windows. A fleet operator hits different tariffs. A charging company faces different land approvals.
State-level innovation got us here. A national framework will take us to scale.
Common rules on charging, incentives, data standards and battery health — not to replace states, but to connect them.
@advantEdge_vc @mnreindia @MinOfPower
forbesindia.com/article/upfr…
AdvantEdge retweeted
Biggest ever August for electric mobility in India.
2,98,448 EVs retailed. Up 52.9% YoY. Penetration at 12.3% — up from 9.5% a year ago.
The standout? Electric commercial vehicles nearly tripled YoY to 4,702 units. All-time monthly high.
As FADA puts it — "This is no longer a subsidy story. It's running-cost economics, expanding infrastructure and maturing consumer confidence."
@AdvantEdge_VC @FADA_India @mnreindia @MinOfPower
timesnownews.com/auto/bigges…
AdvantEdge retweeted
August 2026. A historic first.
Alternative powertrains overtook petrol in passenger vehicles — 41.9% vs 40.8%.
But the real story is EVs:
⚡ 2W EV penetration: 7.7% → 10.7% in one year
⚡ EV retail sales: 2.98 lakh units in August alone
⚡ 3W Commercial vehicle electrification: 56.6% of sales
India's mobility transition is no longer a single-technology story. But EVs are clearly leading the charge.
Clean grid → EV stack → mass mobility. The flywheel isn't just turning. It's accelerating.
@AdvantEdge_VC @FADA_India @mnreindia @MinOfPower
AdvantEdge retweeted
UltraTech Cement — 200+ MTPA, one of India's largest diesel fleets — is scaling to 600+ electric trucks by December, moving 5M tonnes of clinker a year across seven states.
It's sourcing from four different OEMs at once. Nobody's won this account yet.
That's the opening in industrial logistics electrification.
evreporter.com/ultratech-pla…
AdvantEdge retweeted
Electronics: 30-35% of a car’s cost in 2020. 50-55% by 2030.
Every vehicle — ICE or electric — is becoming a computer on wheels.
India’s electronics share of auto components? Just 12% today.
That’s not a gap. That’s an opportunity.
ADAS. Sensors. ECUs. Battery management. The next India auto story isn’t just EVs — it’s the full electronics stack inside them.
@AdvantEdge_VC @mnreindia @MinOfPower
auto.economictimes.indiatime…
AdvantEdge retweeted
August 2026 EV numbers are in.
Electric 2W up 45.6% YoY. Electric 3W up 13.7%. EV cars up 18.5%.
July was a record. August holds strong.
The market isn’t slowing down — even without the PM E-DRIVE subsidy.
Clean grid → EV stack → mass mobility. The flywheel isn’t just turning. It’s accelerating.
@AdvantEdge_VC @mnreindia @MinOfPower
ibef.org/news/india-ev-sales…
AdvantEdge retweeted
PM E-DRIVE just made component localisation mandatory, not aspirational. From Sept 1, e-truck subsidies require BMS, VCUs, DC-DC converters and motor controllers assembled in India — no more single-supplier CKD battery imports. Localisation is <20% today. That gap is the opportunity.
swarajyamag.com/infrastructu…
AdvantEdge retweeted
Station count matters less than energy throughput. ⚡️
In my latest piece for @siliconindia, I break down "The Mobility Infrastructure Trap" and why building sustainable EV infrastructure in India requires a demand-first approach, high utilization, and smart capital.
@advantEdge_vc @ExponentEnergy
Read the full article 👇
siliconindia.com/viewpoint/v…
AdvantEdge retweeted
Gig workers are an important employment option for many migrant workers. On demand, flexible, temporary & suitable for the skill sets they bring to the table. As platforms scale & transition to lower costs EV we will see avg incomes rise & benefits expand.
AdvantEdge retweeted
📈 EV job postings are up 593% as surging fuel and vehicle operating costs reshape India’s gig labor market. Workers are shifting away from traditional delivery roles toward guaranteed income & lower operating expenses.
economictimes.indiatimes.com…
AdvantEdge retweeted
After backing @rapidoapp_ early on, I’m constantly asked: what's the next big bet in mobility? I recently sat down with @ishansp from @thecaptableco to share my investment thesis for AdvantEdge VC and reveal my shortlist of startups driving the EV revolution & @advantEdge_vc strategy to #EndICEAge. 🚀⚡️
the-captable.com/2026/08/wha…
AdvantEdge retweeted
Two years ago, buying an EV in India under ₹15 lakh meant limited choices.
Today: Tata Punch EV from ₹9.69 lakh. Kia Syros EV from ₹13.49 lakh. Mahindra BE 6 Sporteq from ₹15.45 lakh. 30+ models under ₹20 lakh.
(All prices ex-showroom)
The affordability barrier isn't coming down. It's already gone.
The mass market EV moment isn't approaching. It's here.
Clean grid → EV stack → mass mobility. The flywheel isn't just turning. It's accelerating.
@advantEdge_vc @mnreindia @MinOfPower
AdvantEdge retweeted
For decades, motorcycles were India’s default two-wheeler. Rugged. Fuel-efficient. Rural-first.
Q1FY27 just changed that. Scooters up 30.8% YoY. Outpacing motorcycles. Record exports of 1.55 million units. 
Urban commuting. EV adoption. Changing preferences. The scooter is becoming India’s new default.
And the electric scooter? Just getting started.
Clean grid → EV stack → mass mobility. The flywheel is turning.
@AdvantEdge_VC @bsindia @mnreindia @MinOfPower
business-standard.com/indust…
