印度電池市場：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031）

根據 Mordor Intelligence 預測，印度電池市場規模將從 2025 年的 126.8 億美元和 2026 年的 140.1 億美元成長到 2031 年的 233 億美元，2026 年至 2031 年的年複合成長率（CAGR）為 10.71%。

本報告按電池類型（一次電池）、技術（鉛酸電池、鋰離子電池、鎳氫電池、鎳鎘電池、鈉硫電池、全固體電池、液流電池和新興化學電池）以及應用（汽車、工業、攜帶式設備、電動工具、SLI 和其他應用）進行細分。市場規模和預測以美元計價。

印度電池市場趨勢與洞察

政府扶持性獎勵與政策

多層次的金融措施正在降低印度電池市場的進入門檻。總理電動車發展計畫（PM E-DRIVE）於2024年啟動，預算為1090億盧比（約13億美元），該計畫擴大了需求激勵範圍，將電動救護車和電動卡車納入其中，從而拓展了補貼範圍，超越了迄今為止已支持160萬輛電動車的FAME-II計畫。馬哈拉斯特拉邦2025年的電動車政策為每個充電站提供高達100萬盧比的資本補貼，而泰米爾納德邦則免除車輛稅和註冊費至2030年，以加快車輛更新換代。這些獎勵縮短了汽車製造商的投資位置，並鼓勵在聯邦津貼與邦級激勵措施相結合的邦建設超級工廠。因此，2025年印度國內產能承諾達到68吉瓦時，比2024年的預期成長了40%。

鋰離子電池的價格正在下降。

全球電池組價格預計到2024年將降至每千瓦時115美元，到2026年將降至每千瓦時80美元，這將降低先前限制印度電池市場滲透的成本壁壘。 Ola Electric公司購買正極材料前驅體的現貨價格比2023年的平均價格低18%，使其S1踏板車電池組的售價降至4.5萬盧比，在其10年的使用壽命週期內均低於鉛酸電池。 Exide Industries和Amara Raja的目標是到2026年底將三輪車電池組的售價降至5萬盧比以下，這表明商用車市場即將迎來價格轉折點。因此，原料成本的降低正在增強需求面的獎勵，從而從供需兩方面推動印度電池市場的發展。

基本礦產供應的脆弱性

印度的電池市場仍完全依賴鋰和鈷的進口，國內生產商極易受到地緣政治衝擊的影響。儘管碳酸鋰價格預計到2024年將穩定在每噸12,000美元，但長期合約仍與受戰略儲備影響的中國基準價格掛鉤。政府對查謨和克什米爾以及拉賈斯坦邦鋰礦的競標顯示，蘊藏量僅夠滿足2031年預計需求（運行率）的3-4年。鈷的風險更為嚴峻，因為全球70%的鈷供應來自剛果民主共和國，而該國普遍存在小規模採礦，加劇了社會風險和供應不確定性。儘管原始設備製造商（OEM）正在轉向使用不含鈷的磷酸鐵鋰（LFP）正極材料，但高階鎳鈷錳酸鋰（NMC）電池仍用於長續航里程的車輛，供應鏈的脆弱性仍然令人擔憂。

細分市場分析

截至2025年，可充電電池將佔印度電池市場佔有率的65.5%，預計到2031年，隨著汽車電氣化進程的加速和固定式儲能系統的擴張，這一佔有率將以15.9%的複合年成長率成長。印度可充電電池市場預計將從2025年的83億美元成長到2031年的約180億美元，以鞏固其市場主導地位。鋰離子電池佔可充電電池銷售額的42%，這主要得益於原始設備製造商（OEM）從鉛酸啟動、照明和點火裝置轉向可實現2000至5000次充放電循環的驅動電池組。 Ola Electric的5吉瓦時專案和Exide投資700億盧比的鋰電池生產線都是可充電電池產業資本流入的例證。

一次電池仍應用於遠端感測器和醫療設備，但隨著攜帶式電子產品製造商採用整合式鋰聚合物模組，其年成長率預計僅3.2%。鎳氫（NiMH）電池組因其優異的耐熱性，繼續應用於一些混合動力汽車，例如豐田凱美瑞。隨著印度標準局（BIS）對鎘含量實施更嚴格的監管，鎳鎘（NiCd）電池的使用量正在下降。液流電池和鈉硫電池技術正在電網專案中進行測試，但由於高昂的初始投資成本，目前仍處於小眾市場。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 政府扶持性激勵措施與政策
  • 鋰離子電池的價格正在下降。
  • 電動車在兩輪和三輪車輛中的快速普及
  • 通訊和資料中心不斷成長的備份需求
  • PLI-ACC計劃正在促進日本超級工廠的建設。
  • 鈉離子電池和替代化學系統的興起
• 市場限制因素
  • 基本礦產供應的脆弱性
  • 電池回收生態系發展不足
  • 尖峰時段價格上限阻礙了儲能系統的實用性。
  • 全球專利壁壘阻礙下一代化學技術的發展
• 供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型
• PESTLE分析
• 投資分析

第5章 市場規模與成長預測

• 依電池類型
  • 一次電池
  • 輔助電池
• 透過技術
  • 鉛酸
  • Li-ion
  • 鎳氫電池
  • 鎳和鎘
  • 鈉和硫
  • 固態電池
  • 液流電池
  • 新興化學技術
• 透過使用
  • 汽車（油電混合車、插電式混合動力車、電動車）
  • 工業用途（移動式、固定式（通訊、UPS、ESS 等））
  • 可攜式（家用電子電器等）
  • 電動工具
  • SLI
  • 其他用途

第6章 競爭情勢

• 市場集中度
• 策略趨勢（併購、聯盟、購電協議）
• 市場佔有率分析（主要公司的市場排名和佔有率）
• 公司簡介
  • Exide Industries Ltd.
  • Amara Raja Energy & Mobility Ltd.
  • Luminous Power Technologies Pvt. Ltd.
  • HBL Power Systems Ltd.
  • Tata AutoComp GY Batteries Pvt. Ltd.
  • Okaya Power Pvt. Ltd.
  • Ola Electric Mobility Pvt. Ltd.
  • Reliance New Energy Ltd.
  • Rajesh Exports Ltd.（ACC Div.）
  • GODI India Pvt. Ltd.
  • Panasonic Energy India Co. Ltd.
  • LG Energy Solution（India）
  • JSW Energy Battery Division
  • Ather Energy Pvt. Ltd.
  • Hero Electric Vehicles Pvt. Ltd.
  • Su-Vastika Systems Pvt. Ltd.
  • iPower Batteries Pvt. Ltd.
  • Trontek Electronics Pvt. Ltd.
  • Evolute Solutions Pvt. Ltd.
  • Waaree Energies-Battery Storage Div.

第7章 市場機會與未來展望

According to Mordor Intelligence, the India battery market size is projected to expand from USD 12.68 billion in 2025 and USD 14.01 billion in 2026 to USD 23.30 billion by 2031, registering a CAGR of 10.71% between 2026 to 2031.

This report is Segmented by Battery Type (Primary Batteries and Secondary Batteries), Technology (Lead-Acid, Li-Ion, Nickel-Metal Hydride, Nickel-Cadmium, Sodium-Sulfur, Solid-State, Flow Battery, and Emerging Chemistries), and Application (Automotive, Industrial, Portable, Power Tools, SLI, and Other Applications). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

India Battery Market Trends and Insights

Supportive Government Incentives & Policies

Multi-tiered fiscal measures are lowering entry barriers across the India battery market. The PM E-DRIVE scheme, launched in 2024 with a Rs 10,900 crore (USD 1.3 billion) corpus, extends demand incentives to e-ambulances and e-trucks, broadening the subsidy horizon beyond FAME-II, which had earlier supported 1.6 million electric vehicles. Maharashtra's 2025 EV policy adds capital subsidies of up to Rs 10 lakh per charging station, while Tamil Nadu waives road tax and registration fees until 2030 to accelerate fleet turnover. These incentives shorten payback cycles for OEMs and encourage gigafactory siting in states that layer state perks atop federal grants. As a result, domestic capacity commitments reached 68 GWh in 2025, a 40% jump over 2024 announcements.

Declining Lithium-ion Battery Prices

Global pack prices fell to USD 115 per kWh in 2024 and are trending toward USD 80 per kWh by 2026, easing the cost barrier that historically constrained India's battery market penetration. Ola Electric sources cathode precursors at spot rates 18% below 2023 averages, allowing its S1 scooter pack to retail at Rs 45,000, undercutting lead-acid alternatives across a ten-year lifecycle. Exide Industries and Amara Raja target sub-Rs 50,000 packs for three-wheelers by late 2026, signaling imminent price inflection for commercial fleets. Falling input costs thus reinforce demand-side incentives, giving the India battery market dual momentum on the supply and demand fronts.

Critical Mineral Supply Vulnerabilities

The India battery market remains fully import-dependent for lithium and cobalt, leaving domestic producers exposed to geopolitical shocks. Although lithium carbonate prices cooled to USD 12,000 per tonne in 2024, long-term contracts still track Chinese benchmarks influenced by strategic stockpiling. Government auctions of lithium blocks in Jammu & Kashmir and Rajasthan revealed reserves equal to just 3-4 years of projected demand at 2031 run-rates. Cobalt risks are starker because 70% of global supply comes from the Democratic Republic of Congo, where artisanal mining raises social and delivery uncertainties. OEMs are pivoting to cobalt-free LFP cathodes, yet premium NMC batteries still anchor high-range vehicles, keeping supply-chain fragility in focus.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid EV Adoption in Two- & Three-Wheelers
2. Expanding Telecom & Data-Center Backup Needs
3. Under-developed Battery Recycling Ecosystem

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Secondary batteries accounted for 65.5% of India's battery market share in 2025, and this slice is projected to expand at a 15.9% CAGR through 2031 as automotive electrification accelerates and stationary storage scales. The India battery market size for secondary cells is projected to rise from USD 8.30 billion in 2025 to almost USD 18 billion by 2031, cementing its dominance. Lithium-ion chemistries make up 42% of secondary-battery revenue, propelled by OEM transitions from lead-acid starter-lighting-ignition units to traction packs that deliver 2,000-5,000 charge cycles. Ola Electric's 5 GWh block and Exide's Rs 7,000 crore lithium line exemplify capital flowing toward rechargeables.

Primary batteries still serve remote sensors and medical devices, but will grow only 3.2% annually as portable-electronics makers adopt integrated lithium-polymer modules. NiMH packs persist in select hybrids such as Toyota's Camry because of superior high-heat tolerance. NiCd use is shrinking after Bureau of Indian Standards tightened cadmium limits. Flow and sodium-sulfur technologies are piloting grid projects, but high capital costs keep them niche.

Complete Report Scope:

• By Battery Type
  • Primary Batteries
  • Secondary Batteries
• By Technology
  • Lead-acid
  • Li-ion
  • Nickel-metal hydride
  • Nickel-cadmium
  • Sodium-sulfur
  • Solid-state
  • Flow Battery
  • Emerging chemistries
• By Application
  • Automotive (HEV, PHEV, and EV)
  • Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • Portable (Consumer Electronics, etc.)
  • Power Tools
  • SLI
  • Other Applications

List of Companies Covered in this Report:

1. Exide Industries Ltd.
2. Amara Raja Energy & Mobility Ltd.
3. Luminous Power Technologies Pvt. Ltd.
4. HBL Power Systems Ltd.
5. Tata AutoComp GY Batteries Pvt. Ltd.
6. Okaya Power Pvt. Ltd.
7. Ola Electric Mobility Pvt. Ltd.
8. Reliance New Energy Ltd.
9. Rajesh Exports Ltd. (ACC Div.)
10. GODI India Pvt. Ltd.
11. Panasonic Energy India Co. Ltd.
12. LG Energy Solution (India)
13. JSW Energy Battery Division
14. Ather Energy Pvt. Ltd.
15. Hero Electric Vehicles Pvt. Ltd.
16. Su-Vastika Systems Pvt. Ltd.
17. iPower Batteries Pvt. Ltd.
18. Trontek Electronics Pvt. Ltd.
19. Evolute Solutions Pvt. Ltd.
20. Waaree Energies - Battery Storage Div.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Supportive Government Incentives & Policies
  • 4.2.2 Declining Lithium-ion Battery Prices
  • 4.2.3 Rapid EV Adoption in Two- & Three-Wheelers
  • 4.2.4 Expanding Telecom & Data-Center Backup Needs
  • 4.2.5 PLI-ACC Scheme Catalyzing Domestic Gigafactories
  • 4.2.6 Emergence of Sodium-ion & Alt-Chemistries
• 4.3 Market Restraints
  • 4.3.1 Critical Mineral Supply Vulnerabilities
  • 4.3.2 Under-developed Battery Recycling Ecosystem
  • 4.3.3 Peak-Hour Tariff Caps Hindering BESS Viability
  • 4.3.4 Global Patent Barriers for Next-Gen Chemistries
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Industry Rivalry
• 4.8 PESTLE Analysis
• 4.9 Investment Analysis

5 Market Size & Growth Forecasts

• 5.1 By Battery Type
  • 5.1.1 Primary Batteries
  • 5.1.2 Secondary Batteries
• 5.2 By Technology
  • 5.2.1 Lead-acid
  • 5.2.2 Li-ion
  • 5.2.3 Nickel-metal hydride
  • 5.2.4 Nickel-cadmium
  • 5.2.5 Sodium-sulfur
  • 5.2.6 Solid-state
  • 5.2.7 Flow Battery
  • 5.2.8 Emerging chemistries
• 5.3 By Application
  • 5.3.1 Automotive (HEV, PHEV, and EV)
  • 5.3.2 Industrial (Motive, Stationary (Telecom, UPS, ESS), etc.)
  • 5.3.3 Portable (Consumer Electronics, etc.)
  • 5.3.4 Power Tools
  • 5.3.5 SLI
  • 5.3.6 Other Applications

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Exide Industries Ltd.
  • 6.4.2 Amara Raja Energy & Mobility Ltd.
  • 6.4.3 Luminous Power Technologies Pvt. Ltd.
  • 6.4.4 HBL Power Systems Ltd.
  • 6.4.5 Tata AutoComp GY Batteries Pvt. Ltd.
  • 6.4.6 Okaya Power Pvt. Ltd.
  • 6.4.7 Ola Electric Mobility Pvt. Ltd.
  • 6.4.8 Reliance New Energy Ltd.
  • 6.4.9 Rajesh Exports Ltd. (ACC Div.)
  • 6.4.10 GODI India Pvt. Ltd.
  • 6.4.11 Panasonic Energy India Co. Ltd.
  • 6.4.12 LG Energy Solution (India)
  • 6.4.13 JSW Energy Battery Division
  • 6.4.14 Ather Energy Pvt. Ltd.
  • 6.4.15 Hero Electric Vehicles Pvt. Ltd.
  • 6.4.16 Su-Vastika Systems Pvt. Ltd.
  • 6.4.17 iPower Batteries Pvt. Ltd.
  • 6.4.18 Trontek Electronics Pvt. Ltd.
  • 6.4.19 Evolute Solutions Pvt. Ltd.
  • 6.4.20 Waaree Energies - Battery Storage Div.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment