Epsilon Eyes Strategic Partnerships to Supply EV Battery Materials

22 Jul 2025 CW Team

Electric vehicle (EV) batteries comprise components such as anode, cathode, electrolyte, and separator. Currently, China controls over 90 per cent of the global graphite anode and cathode processing capacity used in EVs.

Recent Chinese restrictions on the export of critical battery-grade materials and technologies for both graphite anode and lithium iron phosphate (LFP) cathode have intensified global concerns over supply chain vulnerabilities in the EV sector, including in India.

This development coincides with India’s efforts to establish a resilient, localised battery supply chain amid China’s tightening export controls on key battery technologies.

“Epsilon is ready to partner with cell manufacturers and automotive OEMs seeking ex-China sourcing to secure a long-term supply of high-quality anode materials and LFP cathode while supporting localisation and sustainability objectives,” said Vikram Handa, Managing Director of Epsilon, in an interview.

China’s early mover advantage has allowed it to dominate the global battery materials supply chain for decades, but recent export restrictions underscore the critical need for battery manufacturers and OEMs to diversify sourcing beyond China, he explained.

“To start with, our integrated proprietary synthetic and natural graphite anode materials enable us to provide a secure and consistent supply chain across geographies. We have strategically invested in an R&D facility and commercial plant to deliver customer qualification samples for testing and approval,” he added.

Epsilon owns proprietary technology for manufacturing lithium iron phosphate cathode, supported by an R&D facility in Germany, shielding it from recent Chinese export curbs.

Many companies reliant on Chinese LFP cathode technology for manufacturing in India now face delays, as they must invest in developing their own R&D capabilities, which typically take five to six years to mature.

Epsilon operates manufacturing plants in India, the USA, and Finland, targeting a total anode material capacity of 60,000 tonnes by 2027 and 220,000 tonnes by 2030, making it the largest anode material producer outside China and enhancing the resilience of its supply network.

Its cathode material plant in India, with a planned capacity of 100,000 tonnes by 2030, will support India’s Atmanirbhar (self-reliance) goals in the EV battery material supply chain. This multi-continent presence offers international clients greater flexibility, localised supply options, and reduced risk of disruption.

The company is investing Rs 15.35 billion in Karnataka to establish a state-of-the-art manufacturing and research facility for EV battery materials, battery testing, and advanced materials R&D.

Battery materials manufacturer Epsilon Advanced Materials is preparing to enter long-term strategic partnerships with companies seeking high-quality graphite anode and cathode materials sourced outside China, a company official said.Electric vehicle (EV) batteries comprise components such as anode, cathode, electrolyte, and separator. Currently, China controls over 90 per cent of the global graphite anode and cathode processing capacity used in EVs.Recent Chinese restrictions on the export of critical battery-grade materials and technologies for both graphite anode and lithium iron phosphate (LFP) cathode have intensified global concerns over supply chain vulnerabilities in the EV sector, including in India.This development coincides with India’s efforts to establish a resilient, localised battery supply chain amid China’s tightening export controls on key battery technologies.“Epsilon is ready to partner with cell manufacturers and automotive OEMs seeking ex-China sourcing to secure a long-term supply of high-quality anode materials and LFP cathode while supporting localisation and sustainability objectives,” said Vikram Handa, Managing Director of Epsilon, in an interview.China’s early mover advantage has allowed it to dominate the global battery materials supply chain for decades, but recent export restrictions underscore the critical need for battery manufacturers and OEMs to diversify sourcing beyond China, he explained.“To start with, our integrated proprietary synthetic and natural graphite anode materials enable us to provide a secure and consistent supply chain across geographies. We have strategically invested in an R&D facility and commercial plant to deliver customer qualification samples for testing and approval,” he added.Epsilon owns proprietary technology for manufacturing lithium iron phosphate cathode, supported by an R&D facility in Germany, shielding it from recent Chinese export curbs.Many companies reliant on Chinese LFP cathode technology for manufacturing in India now face delays, as they must invest in developing their own R&D capabilities, which typically take five to six years to mature.Epsilon operates manufacturing plants in India, the USA, and Finland, targeting a total anode material capacity of 60,000 tonnes by 2027 and 220,000 tonnes by 2030, making it the largest anode material producer outside China and enhancing the resilience of its supply network.Its cathode material plant in India, with a planned capacity of 100,000 tonnes by 2030, will support India’s Atmanirbhar (self-reliance) goals in the EV battery material supply chain. This multi-continent presence offers international clients greater flexibility, localised supply options, and reduced risk of disruption.The company is investing Rs 15.35 billion in Karnataka to establish a state-of-the-art manufacturing and research facility for EV battery materials, battery testing, and advanced materials R&D.

Infrastructure Urban

04 May 2026

Jyoti Structures FY26 profit rises 56.5%

Jyoti Structures (JSL) recently reported strong financial results for the quarter and year ended 31 March 2026, driven by disciplined execution, cost management and steady progress across its order book.For Q4 FY2025-26, total income rose 44.2 per cent to Rs 2.41 billion from Rs 1.67 billion in Q4 FY2024-25. EBITDA increased 58.6 per cent to Rs 237 million, while EBITDA margin improved by 89 basis points to 9.84 per cent. Profit before tax grew 53.3 per cent to Rs 188.5 million, and net profit rose 51.9 per cent to Rs 181.4 million.For FY2025-26, total income grew 53.1 per cent to Rs 7.72 bill..

Infrastructure Energy

04 May 2026

Cat BEPU to Power Doppstadt Separator at IFAT 2026

Caterpillar’s Cat Battery Electric Power Unit (BEPU) has been selected by Doppstadt to power its SWS 6 Spiral Shaft Separator, which will be showcased for the first time at IFAT 2026 in Munich, Germany, from 4–7 May.The compact plug-and-play BEPU is designed to replace a diesel engine within the same space, using the same mounting locations and relative machine position. It integrates the battery, motor, inverter, onboard charging, cooling and controls, enabling OEMs to electrify existing chassis platforms without extensive redesign.Caterpillar and Cat dealer Zeppelin Power Systems have be..

Infrastructure Urban

04 May 2026

VECV sales rise 6.9% in April 2026

VE Commercial Vehicles, a joint venture between Volvo Group and Eicher Motors, recorded sales of 7,318 units in April 2026, compared to 6,846 units in April 2025, registering 6.9 per cent growth. The total included 7,159 units under the Eicher brand and 159 units under the Volvo brand.Eicher branded trucks and buses reported sales of 7,159 units during the month, up 6.6 per cent from 6,717 units in April 2025. In the domestic commercial vehicle market, Eicher sales rose 8.6 per cent to 6,797 units from 6,257 units a year earlier.Exports declined 21.3 per cent, with VECV recording 362 units in ..