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India's electric two-wheeler industry, for a battery maker

The prompt

A European battery maker is thinking of supplying India's electric two-wheeler (scooter and motorbike) industry and asks for your view of it. The interviewer gives these illustrative figures: about 18 million two-wheelers are sold in India each year, 6 percent of them electric, at an average electric price of INR 110,000. The electric share is expected to reach 15 percent in five years, with total two-wheeler sales flat. The share table above shows how the players are doing.

Your interviewer will share data as you ask for it. Ask clarifying questions, state a hypothesis, then lay out your structure out loud before you calculate.

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