I was surprised to see EV funding drop 43%.The irony is, deep-tech takes longer to prove,While investor expectations keep getting shorter.

This news caught my attention.

India's EV startup funding is

Becoming more selective.

Investors are backing proven

Companies over early-stage ventures.

Capital is shifting towards electrification,

Fleet Charging, software-defined vehicles,

and energy technologies.

Component startups may face longer fundraising

Cycles despite strong engineering potential.

After 22+ years in motor development,

And now building an EV motor startup,

I hear three comments repeatedly.

First, show stronger technology IP.

Second, the market looks crowded.

Third, return after customer orders.

Investors prefer proven traction.

Unfortunately, investors often evaluate

Deep-tech manufacturing using

The same lens as IT startups.

Core technologies like motors, batteries,

Controllers, and materials 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.

Without patient capital, promising

Technologies never reach production.

If funding slows, localisation slows.

If localisation slows, India's EV ecosystem

Becomes dependent on imported technologies.

Funding only EV brands is not enough.

Motors, controllers, batteries, power electronics,

And materials deserve equal attention.

That is how India builds globally

competitive EV technology.

I believe our investment mindset should evolve

Alongside our manufacturing ambitions.

That is how real localisation happens. 🇮🇳

Should investors back deep-tech

manufacturing before commercial orders,

Or only after customer validation?

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