Autiqa Signals

Opinion

Pointed takes on policy, competition, and where the market is heading next.

Opinion10 May 20265 min read
PLI vs localisation: stop treating them as the same lever
Policy headlines conflate production-linked incentives with true local content. Indian PV competitiveness depends on both — but OEMs optimize them differently.
Kapil Mehta
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Opinion18 Apr 20264 min read
Discount wars are a trailing indicator, not a leading one
When OEMs shout festive offers, registration share often already moved. Opinion on reading campaigns with VAHAN, not against it.
Kapil Mehta
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PLI vs localisation: stop treating them as the same lever