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cell manufacturing

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 10, 2023 by Tarun Mehta · across every show →

Everything said about cell manufacturing, oldest first

Dec 10, 2023 neutral
Assertion Not checkable as stated
Mehta: Viable cell manufacturing in India requires at least 4,000-5,000 crore investment
“The challenge of setting up cell manufacturing in India for a while now has been demanding. And the minimum investment required is pretty high. Like if you're not putting, if you're not bringing four, 5000 crores to the table, practically, it'll be very diffic…”
Tarun Mehta Dec 10, 2023 ▶ 2:05:11 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
Dec 10, 2023 bearish
Insight
Cell manufacturing combines high technical complexity with poor commodity margins
“So I've really considered cell manufacturing is this really complexly bad combo. Very high tech with commodity margins. So it only makes strategic sense. It generally doesn't make cost sense.”
Tarun Mehta Dec 10, 2023 ▶ 2:06:24 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
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