– Policies play a crucial role in making EVs affordable & boosting industry growth. – Incentives, subsidies & infrastructure funding directly impact EV stocks.
Key EV Policies in India (2025 & Beyond)
– FAME-II (Faster Adoption and Manufacturing of Electric Vehicles) – ₹10,000+ crore allocated for EV subsidies. PLI (Production-Linked Incentive) Scheme – Incentives for local battery & EV production.
Which Companies Benefit the Most?
– Tata Motors – Largest recipient of FAME-II subsidies. Olectra Greentech – EV bus manufacturing boosted by state transport adoption.
Global EV Policies & Their Impact on Indian EV Stocks
– US Inflation Reduction Act – Investments in clean energy benefit global battery producers. – China’s EV Manufacturing Dominance – Could affect India’s supply chain.
Investment Insights
– Look for Companies Expanding Fiber Networks: Telecoms with a strong broadband presence will see sustained growth. Monitor Subscriber Growth & ARPU: Higher broadband adoption leads to steady revenue