Electric Truck Charging Infrastructure, India, 2025-2040

Description

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.

Product Code: PFUS-42

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
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