ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis.
The client
We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market.
The situation
With the EV market expanding, the client wanted to understand how they could create value in the EV battery recycling value chain. They needed external expertise to assess different business models, analyze the market outlook, and develop a strategic plan that included investment requirements and potential profit margins. The goal was to make informed decisions at a crucial point for their business.
ADI’s contributions
Value chain mapping & business model assessment
We mapped the entire EV battery recycling value chain to identify the most attractive business models. We leveraged our extensive network of battery supply and demand models and global expertise to provide a detailed market outlook.
Strategic roadmap & financial analysis
We developed a comprehensive strategy for the client, which included a unique value proposition, identification of future target customers, and a plan for synergistic partnerships. We also determined the optimal infrastructure and footprint needed, along with detailed financial projections, including investment requirements and expected margins.
Key outcomes
- Our work provided the client with the deep insights they needed to understand where the most attractive opportunities were. The strategic roadmap we developed positioned them to make critical, data-driven decisions and pursue a business model that would allow them to create maximum value in the EV battery recycling market.
More insights
Article
Engineered pumps are riding four industrial megatrends
The engineered pump industry is seeing growing demand from AI infrastructure, LNG expansion, critical minerals development, and industrial modernization. At the same time, aftermarket services and digital monitoring are becoming larger contributors to industry profit pools. These trends are changing industry growth drivers and profit pools (see Exhibit 1). Exhibit 1. Growth drivers in the […]
SAF Tracker
2026 July SAF Tracker highlights – #90
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
News
ADI Analytics op-ed published in The Hindu
We’re pleased to share that an op-ed by ADI Analytics CEO Uday Turaga and energy industry consultant Prashant Kumar has been published in The Hindu, one of India’s leading national newspapers. In the article, India Should Back Biomass Over Coal for Gasification, we examine India’s ambitious gasification plans and argue that agricultural biomass offers a […]