Delhi EV policy 2.0 to bring dedicated battery recycling framework
Analysis of this story by et_companies · 15 Mar 2026, 5:55 PM IST (about 2 months ago)
AI Analysis
The auto sector has recently seen declines due to LNG supply risks and broader market corrections. This policy provides a positive catalyst for the EV segment within the auto industry.
Trading Insight
Look for accumulation in EV-focused auto and battery stocks on dips, with a long-term bullish bias driven by policy support and infrastructure growth.
Quick check: AMARAJABAT neutral, M&M bearish bias (oversold).
Key Evidence
- •Delhi is launching its Electric Vehicle Policy 2.0 soon.
- •A key feature will be a dedicated framework for recycling EV batteries.
- •The Delhi Pollution Control Committee will oversee the battery recycling process.
- •The policy aims to boost EV adoption with incentives and expand charging infrastructure.
- •Risk flag: Execution risk of the policy and recycling framework.
Affected Stocks
AMARAJABATAmara Raja Batteries
Positive
Investing in lithium-ion cell manufacturing and could benefit from increased EV adoption and future recycling needs.
M&MMahindra & Mahindra
Positive
Significant player in the EV segment; increased adoption and infrastructure will directly boost sales.
Sources and updates
Original source: et_companies
Published: 15 Mar 2026, 5:55 PM IST
Last updated on Anadi News: 15 Mar 2026, 6:40 PM IST
AI-powered analysis by
Anadi Algo News