₹3,800 crore investment in EVs  Encouraging for India.But I have one concern.

EV funding is  investors taught me something interesting.

I hear three comments repeatedly.

First, show stronger technology IP.

Second, the market looks crowded.

Third, return after customer orders.

From my experience, investors prefer proven traction.

We often evaluate deep-tech manufacturing using the

Same lens as IT startups.

Motor and battery companies need patient capital because product validation takes years, not months.

Manufacturing know-how, process capability, supply chain, and quality systems are equally valuable competitive advantages.

It is about solving complex engineering problems, building scalable products, reducing costs, and creating reliable manufacturing systems.

I believe our investment mindset should evolve alongside our manufacturing ambitions.

Manufacturing startups need patient capital.

India cannot build an EV ecosystem by funding only vehicle brands.

Core technologies like motors, batteries, controllers, and materials also need capital.

That is how real localisation happens. 🇮🇳

Should investors back deep-tech

manufacturing before commercial orders, or only after customer validation?

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News article source: Sridhar Reddy M