India’s EV charging network is expanding rapidly, but deploying more chargers does not automatically create a viable infrastructure business. A charger can be installed and operational yet remain commercially unproductive because of low utilisation, expensive land, uncertain demand or capacity that does not match the vehicles it serves.
In an email interaction with Priyanka R, Copy Writer at siliconindia, Kunal Khattar, Founding Partner at AdvantEdge Founders, shared his perspective on “The Mobility Infrastructure Trap: Building EV Infrastructure That Can Actually Make Money.”
Kunal argues that successful EV infrastructure must be built around demonstrated demand—not simply the availability of land or the ambition to expand a network. Operators need to make deliberate choices about where they build, which customer segments they serve and how much charging capacity they deploy. The real measure of success is not the number of chargers installed, but whether those assets achieve sufficient utilisation and produce sustainable unit economics.