Dealer economics to 2030: fewer rooftops, higher throughput

India will add PV volume through the decade, but not through a proportional increase in dealer count. Digital lead funnels, OEM direct-to-consumer experiments, and service-led retention economics favour fewer, larger dealerships with higher annual throughput per outlet.

This paper outlines a five-layer framework: outlet productivity, working capital intensity, EV service capex, used-car attach rates, and OEM incentive design.

Network rationalisation is politically sensitive but mathematically inevitable in saturated urban markets. OEMs that reward gross additions over productive outlets will carry stranded capex into the EV transition.

Vault subscribers receive the full model with state-level dealer density overlays; this Insights edition publishes the framework and headline scenarios.