Exide Sets Stage for India’s Next Battery Leap with FY26 Lithium-Ion Cell Rollout Plan – EQ
In Short : Exide Industries plans to commence lithium-ion cell production by the end of FY26, marking a major step in its battery manufacturing expansion. The company is advancing work on its upcoming giga-factory to cater to growing demand from electric vehicles and energy storage systems. This move is expected to strengthen India’s battery supply chain and lower reliance on imported cells.
In Detail : Exide Industries is preparing to begin lithium-ion cell production by the end of FY26, marking a significant shift in its long-term growth strategy. The company is investing heavily in advanced battery manufacturing to strengthen its presence in the evolving energy-storage market. This move reflects the accelerating demand for high-performance batteries across sectors. Exide aims to position itself as a key domestic manufacturer. The initiative is aligned with national priorities. It signals a major expansion in the company’s technological capabilities.
Work is progressing steadily on Exide’s planned giga-factory, which will house cutting-edge production lines. This facility is designed to manufacture cells at scale to meet the rising needs of electric vehicles and renewable-energy projects. Large-scale production capacity is crucial for competitive pricing and supply reliability. Exide is integrating modern automation and quality systems. The factory represents a milestone for India’s battery ecosystem. It strengthens the country’s manufacturing ambitions.
The company’s move into lithium-ion cell production is driven by surging EV adoption. Electric mobility requires efficient, high-density batteries, and local production is increasingly essential. Imported cells contribute to higher costs and supply delays. By producing domestically, Exide aims to offer more stable supply to automakers. This supports India’s clean-transportation shift. It also positions Exide as a preferred partner for OEMs.
Beyond EVs, the energy storage sector is another major focus for Exide’s upcoming cell production. Renewable integration requires robust storage solutions for grid stability. Lithium-ion batteries play a critical role in balancing solar and wind power. The company aims to tap into this growing demand. Energy storage systems represent a high-potential market. Exide plans to supply both utility-scale and commercial projects.
The shift to cell manufacturing also marks an important upgrade from traditional battery assembly. Producing cells in-house improves control over quality, safety and technology. It also enhances competitiveness in global markets. Exide can innovate more rapidly with in-depth manufacturing capabilities. This move reduces dependence on external cell suppliers. It allows the company to develop advanced chemistries. The transition reflects a long-term commitment to innovation.
The company is working on securing technology partnerships and expertise to support the new facility. Lithium-ion manufacturing requires complex know-how, precision processes and stringent quality control. Collaborations can accelerate operational readiness. Exide is focused on building a skilled workforce for this specialised domain. Training and technology transfer will play major roles. The goal is to ensure world-class production standards. It also sets the foundation for future R&D.
Financially, the project reflects Exide’s long-term investment outlook. The giga-factory represents a large capital commitment. However, demand projections for batteries are strong. Analysts expect the EV and storage markets to grow rapidly. Exide’s decision positions the company for sustained future revenue. It also opens doors for export potential. The investment is seen as strategically sound.
The company’s plans align closely with India’s push for self-reliance in clean technology. Domestic battery production has become a national priority under multiple government initiatives. Exide’s entry into cell manufacturing supports these goals. It reduces India’s import dependence. It helps build a robust supply chain for clean mobility and energy storage. The move is expected to encourage industry-wide growth. It strengthens national manufacturing capacity.
As Exide moves toward its FY26 target, industry observers are tracking its progress closely. The successful launch of production will mark a major milestone for the company and the sector. The initiative could reshape India’s battery landscape. It may also determine competitive dynamics among domestic players. Exide’s expansion highlights the rapid evolution of the energy-storage industry. It sets the stage for a new era of advanced battery manufacturing.
