Amara Raja builds in-house NMC battery technology after Gotion setback

Amara Raja Energy & Mobility is developing its own nickel manganese cobalt (NMC) battery technology after its planned partnership with China-based Gotion failed to provide the cell manufacturing technology it required. The…

Amara Raja Energy & Mobility is developing its own nickel manganese cobalt (NMC) battery technology after its planned partnership with China-based Gotion failed to provide the cell manufacturing technology it required. The company had announced the deal in June 2024 to license lithium iron phosphate technology, but restrictions on technology transfers from China complicated the arrangement.

Amara Raja builds in-house NMC battery technology after Gotion setback

The company has expanded its research team by hiring battery specialists from the US and Europe, including executives linked to Solid Power and Tesla. It is building a 16 GWh lithium-ion cell plant at Divitipally in Telangana and plans to start commercial production of 2 GWh of NMC cells between April and June next year. Amara Raja will initially supply battery energy-storage systems before targeting passenger vehicles. India is also preparing for cell production by Ola Electric, Reliance Industries, Agratas and Exide Industries.

Indian Opinion Analysis

NMC cells generally offer higher energy density, which can support longer vehicle range, but they depend more on costly nickel and cobalt inputs. LFP cells usually trade some energy density for lower material costs and longer cycle life, making chemistry choice important for both vehicle and storage customers. For Amara Raja, building the technology internally could reduce dependence on licensing partners, but commercial success will depend on consistent cell performance, manufacturing yields and customer qualification. The first production milestone to watch is the planned 2 GWh launch window between April and June next year.


Source: livemint.com

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