인도의 전기 트럭 충전 인프라(2025-2040년)

Accelerating EV Adoption Across Commercial Segments Driving Transformational Growth Opportunities as Robust Charging Infrastructure Becomes a Critical Enabler

India's commercial vehicle sector is undergoing a profound transformation as the country transitions toward electric mobility to reduce carbon emissions and improve energy efficiency. The electrification of medium- and heavy-duty trucks (MDTs and HDTs) is gaining momentum, driven by favorable government policies, declining battery prices, and the growing need for sustainable logistics solutions. This shift marks a critical step in decarbonizing India's freight movement, which has traditionally relied on diesel-powered vehicles.

By 2040, Frost & Sullivan estimates that India will deploy more than 250,000 electric trucks in the MDT and HDT segments, with heavy-duty rigid and tractor models accounting for the largest share. MDTs will also see considerable adoption, particularly in regional deliveries, urban logistics, and construction. The number of electric truck fleets is also expected to drive a surge in power demand. It is also estimated that annual energy consumption is projected to exceed 9,000 GWh by 2040, with cumulative demand exceeding 42,000 GWh between 2025 and 2040. Most of this consumption will be overwhelmingly driven by depot-based destination charging, which offers higher efficiency for fleet operators. In contrast, en route charging will remain limited, even at peak adoption.

Segments such as HDT tractors and HDT rigids are likely to be the highest energy consumers, reflecting their intensive daily usage and operational scale. To support this growing fleet and energy needs, India will require approximately 150,000 chargers nationwide by 2040. A clear transition is expected from low-capacity chargers toward high-capacity options ranging from 150kW to 1000kW, particularly after 2030, as fleets demand faster charging to reduce vehicle downtime. This will also lead to a sharp rise in the number of charging stations, particularly in industrial belts, logistics parks, and key freight corridors. Ensuring the availability of reliable, scalable, and high-power charging infrastructure will be critical to unlock the full potential of commercial EV adoption in India.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on Electric Truck Charging Infrastructure in India

eMobility Ecosystem

• eMobility: Ecosystem Overview
• Ecosystem Stakeholders
• EV Forecast in India
• EV Charging Infrastructure Evolution in India
• Charging Types
• Different Levels of Charging and Detailed Factors
• Charging Stations
• Source, En Route, and Destination Charging Cycle

Scope and Segmentation

• Research Scope
• Research Aim and Objectives
• Powertrain Technology: Segmentation
• Growth Drivers
• Growth Restraints

Research Methodology

• Classification of Traffic Zones Based on CV Registrations and Freight Goods Movement
• Charger Needs Assessment

Application Parameters

• Summary of Key Parameters Assessed for MDTs and HDTs
• Application Parameters of Electric Truck: Segment-Wise

Charging Scenario

• En Route Charging Scenario 1 and Respective Destination Charging Scenario 1A and 1B
• En Route Charging Scenario 2 and Respective Destination Charging Scenario 2A & 2B

Application Mileage and Depth of Discharge

• MDT Rigid: Daily and Annual Mileage, Depth of Discharge, and Frequency of Charging at Residual Charge of 10%
• MDT Construction: Daily and Annual Mileage, Depth of Discharge, and Frequency of Charging at Residual Charge of 10%
• HDT Rigid: Daily and Annual Mileage, Depth of Discharge, and Frequency of Charging at Residual Charge of 10%
• HDT Construction: Daily and Annual Mileage, Depth of Discharge, and Frequency of Charging at Residual Charge of 10%
• HDT Tractor: Daily and Annual Mileage, Depth of Discharge, and Frequency of Charging at Residual Charge of 10%
• MDT Rigid: Charging Time Based on Charger Type
• MDT Construction: Charging Time Based on Charger Type
• HDT Rigid: Charging Time Based on Charger Type
• HDT Construction: Charging Time Based on Charge Type
• HDT Tractor: Charging Time Based on Charger Type
• MDT Rigid Energy Consumption Based on the Level of Chargers
• MDT Construction Energy Consumption Based on Charger Level
• MDT Energy Consumption Summary
• HDT Rigid Energy Consumption Based on the Level of Chargers
• HDT Construction Energy Consumption Based on Charger Level
• HDT Tractor Energy Consumption Based on the Level of Chargers
• HDT Energy Consumption Summary

Total Charger Requirements

• Charger Requirements: Forecast Considerations
• MDT Rigid Charger Requirements
• MDT Construction Charger Requirements
• HDT Rigid Charger Requirements
• HDT Construction Charger Requirements
• HDT Tractor Charger Requirements
• Consolidated Summary of High-, Medium-, and Low-Traffic, All Segment Truck Chargers Combined

Preference of Chargers Based on Cost and Time

• MDT Rigid: Charger Preference by Fleet Operators Based on Charging Time and Cost of Charging
• MDT Construction: Charger Preference by Fleet Operators Based on Charging Time and Cost of Charging
• HDT Rigid: Charger Preference by Fleet Operators Based on Charging Time and Cost of Charging
• HDT Construction: Charger Preference by Fleet Operators Based on Charging Time and Cost of Charging
• HDT Tractor: Charger Preference by Fleet Operators Based on Charging Time and Cost of Charging

Key Takeaways

• Key Takeaways

Growth Opportunity Universe

• Growth Opportunity 1: Strengthening Charging Technology to Drive Electric Truck Adoption in India
• Growth Opportunity 2: Built-In Charging Solutions in Fleet Yards
• Growth Opportunity 3: Integrated Telematics and Energy Management for Smarter Fleet Operations

Appendix

• Abbreviations
• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer