I think everyone is looking at the wrong number.486 Tesla sales don't define India's EV potential.
- Murali krishna
- 3 days ago
- 1 min read
They only reflect Tesla's current strategy.
Untapped manufacturing opportunity.
Yes, Tesla sold just 486 cars in India.
Yet it already sources ~$2 billion in
Components from Indian suppliers.
That tells a completely different story.
Partnerships with Tata Group, Micron, and
CG Semi are strengthening its supply chain.
India is becoming a key alternative to
China in global manufacturing.
I believe India is more than ready for EV manufacturing because we have:
✅ A strong automotive supply chain
✅ World-class engineering talent
✅ Cost-competitive manufacturing
✅ A fast-growing EV ecosystem
✅ Proven capabilities serving global OEMs
✅ A strategic export advantage
The conversation shouldn't be,
"Can Tesla succeed in India?"
It should be:
"Why shouldn't India be Tesla's next
Global manufacturing and export hub?"
The biggest opportunity isn't selling cars in India.
It's building cars in India for the world.
If you were Tesla, would you build a
Manufacturing plant in India today?
Why or why not?
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Mercedes-Benz remains competitive, especially in ultra-luxury (>₹1.4 crore) and AMG/Maybach segments.
Tesla’s entry is significant—despite small volumes, it already holds 4–6% of luxury EV share.
BMW is the clear leader in both overall luxury cars and EVs, with aggressive product launches and strong SUV demand.
India is SUV market, sadan is slow growing and Luxury are niche in demand. Tesla will have strong sale if they focus on Ultra luxury for aspirational HNIs.