NITI Aayog Launches Report on ‘Unlocking a $200 Billion opportunity: Electric Vehicles in India’

NITI Aayog Launches EV Report: “Unlocking a $200 Billion Opportunity”

Date Released: August 4, 2025

<Report on ‘Unlocking a $200 Billion opportunity: Electric Vehicles in India’>

Aim: To accelerate India’s Electric Vehicle (EV) transition and address barriers through strategic policy and industry action.

Key Highlights

·         Target: Achieve 30% EV share of total vehicle sales by 2030

·         Growth in Sales:

o    India: From 50,000 (2016) → 2.08 million (2024)

o    Global: From 918,000 (2016) → 18.78 million (2024)

·         EV Penetration:

o    India was at 1/5th of global levels in 2020

o    Improved to 2/5th by 2024

o    Still lags globally, signaling need for acceleration

Report Insights

·         Developed after 7 high-level stakeholder consultations at NITI Aayog

·         Provides a blueprint for:

o    Identifying key challenges

o    Suggesting policy-aligned solutions

o    Offering actionable recommendations for rapid EV adoption

·         Emphasizes data-driven decisions and cross-sector coordination

Notable Quotes

·         Rajiv Gauba, Member, NITI Aayog:
“India stands at the cusp of a transformative shift in clean mobility.”

·         B.V.R. Subrahmanyam, CEO, NITI Aayog:
“This report provides a timely review and roadmap to fast-track India’s EV transition.”

Way Forward

·         Calls for stronger policy push, market enablers, and unified national action

·         Seeks to unlock a $200 billion economic opportunity in India’s EV sector

 

 [ABS News Service/05.08.2025]

NITI Aayog launched the Report on ‘Unlocking a $200 Billion Opportunity: Electric Vehicles in India,’ which presents a timely and comprehensive assessment of current challenges while highlighting major unlocks essential to accelerate India’s Electric Mobility transition on 4 August, 2025.

The Report was released by Rajiv Gauba, Member, NITI Aayog in presence of B. V. R. Subrahmanyam, CEO, NITI Aayog,. Kamran Rizvi, Secretary, M/o Heavy Industries, O. P. Agarwal, Distinguished Fellow, NITI Aayog and Sudhendu Sinha, Programme Director – E-Mobility, NITI Aayog among other dignitaries.

India seeks to attain a 30% share of electric vehicles, in the total vehicles sold, by 2030. Sale of EVs in India went up from 50,000 in 2016 to 2.08 million in 2024 as against global EV sales having risen from 918,000 in 2016 to 18.78 million in 2024. Thus, India’s transition has been slow to start, but it is picking up. India’s EV penetration was only about one – fifth of the global penetration in 2020, but has picked up to over two-fifth of the global penetration in 2024. It continues to show an increasing trend, though relatively slow. This calls for measures to give a stronger push to the EV transition.

Developed through extensive stakeholder consultations across 7 dedicated convenings held at NITI Aayog, this Report has come out with multiple approaches to accelerate India’s EV transition. To kickstart the entire effort of accelerating the adoption of EVs, some actions have been recommended as the immediate next steps in the Report.

The report serves as a blueprint for accelerating India’s EV transition. It identifies key barriers, strategic unlocks, and actionable recommendations to accelerate EV adoption. By enabling data-driven decisions and cross-sector collaboration, it supports a unified national push.

Launching the report, Rajiv Gauba, Member, NITI Aayog, said that, “India stands at the cusp of a transformative shift in clean mobility. As the nation advances its Electric Mobility ambition, this report provides valuable insights and policy-aligned recommendations to overcome existing barriers and unlock scale.

BVR Subrahmanyam, CEO, NITI Aayog, added that “NITI Aayog has already been at the forefront of enabling the ongoing EV revolution. This report offers a timely and comprehensive review of current challenges, alongside actionable recommendations to fast-track the EV transition in India”.