JBM Auto Ltd., a key player in India’s electric mobility and auto components space, has drawn investor and industry attention with a significant surge in its lithium-ion battery vertical’s order book, reaching an impressive 3 GWh. This increase is largely due to new battery energy storage system (BESS) projects being executed across India, which align with India’s ambitious renewable energy goals.

Major Projects Powering Order Book Growth

The growth in orders is driven by the recent 1 GWh BESS project deployment for state-run SJVN Ltd., along with additional contributions from other clients across the country. These projects are being undertaken by JBM Green Energy Systems, a step-down subsidiary and joint venture of JBM Auto Ltd., which focuses on energy solutions, particularly BESS.

This sharp uptick positions JBM Auto as a serious contender in India’s rapidly evolving energy storage market, which is a critical enabler of the country’s 2030 target to have 500 GW of non-fossil fuel-based energy capacity.

Expanding Footprint Across EV Segments

JBM Auto’s battery business is now catering to multiple vehicle categories, including:

• Passenger cars

• Commercial vehicles

• Two-wheelers

• Three-wheelers

It is also involved in deploying mini-grid to multi-gigawatt scale BESS applications, which reflects its capability to handle projects ranging from community-scale to industrial-level deployments.

The company’s strategy is aligned with the increasing demand for battery storage solutions, both as a support system for electric vehicles (EVs) and as a backbone for renewable energy integration into the grid.

Leadership Speaks on Strategic Vision

Nishant Arya, Vice-Chairman and Managing Director of JBM Auto, underlined the strategic importance of BESS in India’s green energy transformation. According to him:

"BESS is a very critical component of India’s 500 GW renewable energy target by 2030. JBMG brings robust experience in deploying high-performance battery systems for electric mobility, which now extends to utility-scale storage with proven engineering excellence and operational reliability."

This reflects the company’s long-term vision of not just being a component supplier, but a comprehensive energy and mobility solutions provider.

Stock Market Performance and Investor Sentiment

Despite the strong operational update, shares of JBM Auto ended marginally lower by 0.81% at ₹716.5 apiece on Friday, May 30. However, the stock has witnessed a solid gain of 11.2% in the past month, indicating growing investor confidence in the company's renewable energy and EV growth strategy.

Why the Market Is Paying Attention

JBM Auto’s success with large-scale BESS projects comes at a time when the Indian government and industry stakeholders are ramping up investments in energy storage infrastructure to stabilize the grid and support the EV ecosystem. As EV adoption grows and renewable energy sources become more widespread, BESS will play an integral role in storing intermittent solar and wind energy for consistent supply.

The company’s ability to secure and execute high-value orders in this space demonstrates engineering capability, scalability, and client trust—all key factors for long-term sustainability in the energy transition landscape.

JBM Auto’s Green Ambitions in Sync with India’s Vision

India’s energy landscape is evolving, and BESS is at the centre of that transformation. The government’s Production Linked Incentive (PLI) scheme for Advanced Chemistry Cells (ACC) and various state-level incentives for EV infrastructure are already supporting the growth of battery manufacturing and storage solutions.

JBM Auto, through its joint venture JBMG, is well-positioned to capitalize on these developments by providing high-performance, scalable, and reliable energy storage systems.

A Strategic Long-Term Bet

The surge in JBM Auto’s battery order book highlights how the company has transitioned from being an auto parts player to a holistic clean mobility and energy company. Its BESS deployments are not just about supplying batteries but also about offering smart, integrated, and scalable energy solutions.

This evolution allows the company to:

• Support EV growth by providing batteries to all vehicle categories.

• Enable renewable energy usage through grid-stabilizing BESS solutions.

• Tap into public and private sector demand, including PSUs like SJVN and private energy operators.

Conclusion: JBM Auto Accelerating India's Clean Energy Future

JBM Auto’s growing order book in the BESS segment underscores a strategic pivot towards clean and sustainable energy solutions. With 3 GWh in secured projects, the company has cemented its position in India’s battery and energy storage ecosystem, providing a significant boost to the country’s renewable energy roadmap.

Backed by proven engineering, strong partnerships, and rising demand, JBM Auto is poised for long-term growth in both the electric mobility and utility-scale storage sectors.

As battery technology continues to evolve and the government pushes for broader adoption of EVs and renewable energy sources, JBM Auto’s strategic investments today could define its future market leadership across multiple clean energy verticals.

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