Why India’s Automotive OEMs must go software-defined
By Shrinath Acharya, Co-Founder and CEO, Excelfore Corporation
India is having an automotive moment. EV penetration reached roughly 8.5% of vehicle registrations in FY2025-26, up from 7.7% the year before, with the market crossing 2.5 million units on about 24% year-on-year growth. Behind those headline numbers sits a more consequential shift — one that has less to do with what powers the vehicle and more to do with what runs it. The future of the Indian automobile is being written in software, and the OEMs that recognize this first will own the next decade.
The case for going software-defined is not a matter of fashion or of keeping up with Silicon Valley. For India specifically, it is a matter of competitive survival, export ambition, and national strategy.
India is built to execute this
For two decades, India served as the world’s low-cost engineering center – the place where global automakers...
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