AA
ESH
Confidential Opportunity

THE LAST
BLUE OCEAN

India needs 600 GWh of battery capacity by 2035.
Aavesh is building the country's first De-Risked, Dual-Chemistry Ecosystem.

25.7%CAGR (Li-S Market)
29%Target IRR
10 GWhUnallocated PLI Capacity
1stMover Advantage (Li-S)

Phase 1: 55% Capacity Pre-Sold

Anchor Order Book

Source: EVREV Ecosystem
15,000
Units / Month
51.2V 100Ah
3W / LCV
5,000 /mo
64V 30Ah
High-Speed 2W
5,000 /mo
51V 40Ah
City Commuter
5,000 /mo

Vertical Integration Advantage

Unlike competitors chasing RFPs, Aavesh launches with a Captive Ecosystem. Through the EVREV platform, we have immediate access to a secured fleet network.

Diversification Pipeline

Active pilots with 2 external OEMs (Non-EVREV) for Q4 2026 delivery.

The Economic Shield

Tariff Protection

Finished cell imports face Basic Customs Duty (BCD) + Social Welfare Surcharge. Aavesh enjoys a ~25% immediate landed-cost advantage.

Incentive Layering

Leveraging State Industrial Policies for Phase 1 (Capital Subsidy & SGST Refunds) while structuring Phase 2 to qualify for Federal ACC PLI.

Localization Roadmap

Hitting 25% Domestic Value Addition (DVA) at SOP by localizing downstream BoM (Casings, Solvents) and upstream Pack Assembly.

Strategic Trade Architecture

EU
CapEx Efficiency

India-EFTA Pact

Leveraging TEPA to import Swiss Precision Machinery at 0% Customs Duty.

JP
Tech Purity

India-Japan CEPA

Duty-free access to proprietary Japanese Separators and Quality Sensors.

AU
OpEx Security

India-Australia ECTA

Zero-duty access to Australian Critical Minerals (Lithium/Cobalt).

Execution Roadmap

Q3 2025

Consortium Formation

Secured exclusivity with European technology partners and finalized DFM blueprints.

Q1 2026

Land & Sales

Securing 25 Acres (Phase 1) + 75 Acre Expansion Option. Binding MSAs for Anchor Order Book.

Q4 2026

Groundbreaking

Civil construction commencement. Releasing Purchase Orders for Long-Lead Machinery.

Q4 2027

SOP (Production)

Phase 1 Commercial Production. Revenue recognition begins.

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