Whitepaper: Opportunities in Draft Delhi Electric Vehicle (EV) Policy 2026

Date: May 1, 2026

1. Executive Summary

The Draft Delhi Electric Vehicle (EV) Policy 2026–2030 terminates the era of voluntary electrification. Effective immediately upon notification, the policy shifts the regulatory burden from consumers to manufacturers and fleet operators via mandatory Registration Cliffs.

• Registration Bans: Absolute prohibition on new Internal Combustion Engine (ICE) Three-Wheelers by January 1, 2027, and Two-Wheelers by April 1, 2028.
• Subsidy Attrition: Purchase incentives follow a tapering schedule (e.g., Two-Wheeler support drops from ₹10,000/kWh in Year 1 to ₹3,300/kWh in Year 3).
• Infrastructure Mandate: Clause 6.2 requires all authorized dealers to provide public charging infrastructure. Failure to comply directly impacts dealership licensing and OEM operational status.

2. Context & Market Dynamics: The Regulatory Basis

This policy is a constitutional enforcement tool. The GNCTD cites Article 21 (Right to Life) and the CAQM 2026 Report, which identifies vehicular emissions as the largest contributor …