유럽의 납축전지 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the europe lead-acid battery market size is expected to increase from USD 9.16 billion in 2025 to USD 9.49 billion in 2026 and reach USD 11.46 billion by 2031, growing at a CAGR of 3.84% over 2026-2031.

This report is Segmented by Construction Method (Flooded and VRLA), Application (Starting-Lighting-Ignition, Stationary, Motive/Traction, and Portable and Others), and Geography (Germany, United Kingdom, France, Spain, Italy, NORDIC Countries, Russia, and Rest of Europe). The Market Sizes and Forecasts are Provided in Terms of Value (USD).

Europe Lead-acid Battery Market Trends and Insights

Rising Sales of ICE and Micro-hybrid Vehicles

Internal-combustion and hybrid drivetrains represented 83% of European new-car registrations through November 2025, preserving a wide installed base that must replace auxiliary batteries every 4-6 years. Germany produced 4.1 million vehicles in 2024, most of which integrate 48-volt mild-hybrid systems needing advanced flooded or absorbed-glass-mat (AGM) units. Russia's 1.47 million light-vehicle sales in 2024 showed battery-electric penetration below 1%, extending demand for conventional SLI batteries across Eastern Europe. Italy reported only a 4.2% battery-electric share in 2024, highlighting regional divergence that benefits the European lead-acid battery market. A fleet age near nine years across the continent sustains predictable aftermarket cycles.

Expanding Data-center and UPS Installations

European data-center capacity reached 10 GW in 2024 and is growing 8-10% annually as cloud and edge operators scale facilities in Frankfurt, Amsterdam, London, and Paris. Valve-regulated lead-acid (VRLA) batteries still dominate roughly 80% of UPS deployments where backup duration is under 15 minutes and cost discipline outweighs lithium-ion's energy-density advantage. Telecom carriers operate about 500,000 tower sites and will add 100,000 5G small cells by 2025, each relying on 48-volt VRLA strings tolerant of temperature swings. New pure-lead AGM designs extend cycle life by 20% in partial-state-of-charge duty, reducing total cost for operators. Edge data centers that support latency-sensitive workloads favor sealed units requiring no active ventilation.

Rapid Cost Decline of Lithium-ion Chemistries

Lithium-ion pack prices slipped below USD 140 per kWh in 2023 and are set to fall another 40% by 2030, narrowing the total-cost-of-ownership gap with VRLA in many stationary uses. Hyperscale operators in Frankfurt and Amsterdam already specify lithium-ion backup for new builds to gain 15-year life and 80% depth of discharge. Spain's 10.5 GW utility-scale battery pipeline is almost entirely lithium-ion for two-to-four-hour energy-shifting projects, sidelining lead-acid to shorter-duration roles. Plunging lithium-carbonate prices removed a materials-cost advantage that previously supported the European lead-acid battery market. Even so, cold-weather performance and recycling leadership preserve defensible niches.

Other drivers and restraints analyzed in the detailed report include:

1. EU Directives Driving Residential Solar-plus-storage
2. Warehouse Automation Boosting Motive-power Demand
3. Stringent Lead-emission Limits and Compliance Costs

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Flooded products delivered 63.8% revenue in 2025, thanks to cost-focused automotive aftermarket buyers who replace SLI units every four to six years. VRLA, encompassing AGM and gel types, is growing 6.1% annually as telecom carriers and data centers prioritize sealed operation and reduced ventilation demands. Flooded technology continues to refine calcium-silver grids that extend micro-hybrid start-stop life to 300,000 cycles. AGM already holds 25% of premium SLI demand and benefits from EUR 200 million of new capacity added by Clarios in Hanover, Zwickau, and Spain. Gel variants, though smaller in absolute volume, win share in solar-storage and marine segments where vibration resistance and deep-discharge capability justify higher price points.

Advanced flooded traction batteries remain entrenched in forklifts across German, Dutch, and French logistics hubs that rely on established charging rooms. The EU's 85% recycled-content mandate poses no hurdle to either construction type because the European lead-acid battery market already meets a 99% collection and recycling rate, whereas lithium-ion recyclers remain in early scale-up stages.

Complete Report Scope:

• By Construction Method
  • Flooded
  • VRLA
• By Application
  • Starting-Lighting-Ignition (SLI)
  • Stationary
  • Motive/Traction (Forklifts, Golf-carts)
  • Portable and Others
• By Geography
  • Germany
  • United Kingdom
  • France
  • Spain
  • Italy
  • NORDIC Countries
  • Russia
  • Rest of Europe

List of Companies Covered in this Report:

1. Clarios (Johnson Controls Power Solutions)
2. Exide Technologies
3. GS Yuasa Corp.
4. EnerSys
5. Robert Bosch GmbH
6. Amara Raja Batteries Ltd
7. Leoch International
8. BAE Batterien GmbH
9. Banner GmbH
10. FIAMM Energy Technology
11. Hoppecke Batteries
12. Saft Batteries
13. Midac SpA
14. Exmet Industries
15. TAB d.d.
16. Monbat AD
17. Akkumulatorenfabrik MOLL
18. C&D Technologies
19. Narada Power
20. NorthStar Battery

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising sales of ICE & micro-hybrid vehicles
  • 4.2.2 Expanding data-center & UPS installations
  • 4.2.3 EU directives driving residential solar-plus-storage
  • 4.2.4 Warehouse automation boosting motive-power demand
  • 4.2.5 Partial-state-of-charge lead-carbon advances
  • 4.2.6 EU circular-economy rules favouring 99% recyclability
• 4.3 Market Restraints
  • 4.3.1 Rapid cost decline of Li-ion chemistries
  • 4.3.2 Stringent lead-emission limits & compliance costs
  • 4.3.3 Tight supply of high-purity primary lead concentrate
  • 4.3.4 Growing OEM trials of solid-state starter batteries
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Construction Method
  • 5.1.1 Flooded
  • 5.1.2 VRLA
• 5.2 By Application
  • 5.2.1 Starting-Lighting-Ignition (SLI)
  • 5.2.2 Stationary
  • 5.2.3 Motive/Traction (Forklifts, Golf-carts)
  • 5.2.4 Portable and Others
• 5.3 By Geography
  • 5.3.1 Germany
  • 5.3.2 United Kingdom
  • 5.3.3 France
  • 5.3.4 Spain
  • 5.3.5 Italy
  • 5.3.6 NORDIC Countries
  • 5.3.7 Russia
  • 5.3.8 Rest of Europe

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 Clarios (Johnson Controls Power Solutions)
  • 6.4.2 Exide Technologies
  • 6.4.3 GS Yuasa Corp.
  • 6.4.4 EnerSys
  • 6.4.5 Robert Bosch GmbH
  • 6.4.6 Amara Raja Batteries Ltd
  • 6.4.7 Leoch International
  • 6.4.8 BAE Batterien GmbH
  • 6.4.9 Banner GmbH
  • 6.4.10 FIAMM Energy Technology
  • 6.4.11 Hoppecke Batteries
  • 6.4.12 Saft Batteries
  • 6.4.13 Midac SpA
  • 6.4.14 Exmet Industries
  • 6.4.15 TAB d.d.
  • 6.4.16 Monbat AD
  • 6.4.17 Akkumulatorenfabrik MOLL
  • 6.4.18 C&D Technologies
  • 6.4.19 Narada Power
  • 6.4.20 NorthStar Battery

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment