India’s EV race is no longer just about launching new cars.
It is now about building an entire ecosystem – manufacturing, localisation, battery capability, and supply chain control.
Now, JSW Motors securing ₹8,000 crore funding from SBI for its new energy vehicle venture clearly signals one thing –
Scale without strategic cost management can become dangerous.
Tenali explains,
“Maharaj, many businesses believe funding solves growth problems.
But large capital brings large fixed costs.
If production planning, vendor integration, and localisation are not aligned properly, capacity becomes a burden instead of strength.
That is why companies entering aggressive expansion phases must use Life Cycle Costing.
An EV is not profitable only at launch.
Its profitability depends on the total cost across sourcing, production, warranty, battery management, servicing, and future upgrades.
A business that calculates only factory cost may win headlines.
A business that calculates life cycle cost wins the market.
India’s manufacturing story is becoming bigger.
Now the real competitive advantage will come from managing costs strategically across the entire value chain; not just raising capital.