Nice observation.
Being in the industry for some time, I can negate hydrogen at the time being. The infrastructure is just not there yet. There are some fundamental questions which is yet to be clarified.
If OEMS were developing hydrogen passenger vehicles we would have seen software’s / Hardwires being build for the same. They would have gone through 6-7 years of validation cycle before being commercially viable.
As for competition, yes they would come and probably take away some market share, but what tata motors is doing by selling low cost EV , setting up the charging infrastructure, building EV components in Tata Autocomp is approach this as an ecosystem problem. I recently bought a Tiago EV and the main reason was the availability of charging infrastructure. No company is doing that at scale.
Also, another company that I have recently discovered is Divgi Torqtransfer. They sell the EV gearbox for both Tata and Mahindra. It is also an interesting company
Disc : Holding both.
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