
The 9AM Show | All India EV
- Truck Charging Is a Different Infrastructure Business
- Start With the Trucks. Then Design the Charging Network.
- Uptime Is No Longer a Technical KPI. It Is a Revenue KPI.
- Yahhvi Is an Interesting Example of This Model
- Yahhvi + Tejas Cargo Shows Why the Partnership Matters
- Because High-Power Chargers Are Expensive Assets
- The Contract May Eventually Matter as Much as the Charger
- The 9AM View
For years, India’s EV charging conversation has centred on a single metric: how many chargers have been installed. Electric trucks are set to change that. They force the industry to look at a different set of numbers entirely — charger uptime, energy throughput, utilisation, charging power, and guaranteed vehicle availability.
For a truck operator, a charger is not a convenience. It is productive infrastructure. A private EV owner who encounters an unavailable charger may lose some time. A commercial truck that encounters an unavailable charger can miss its next dispatch, delay cargo, reduce kilometres travelled, and directly hit fleet revenue. That distinction changes the EV charging business completely.
Truck Charging Is a Different Infrastructure Business
Heavy commercial EVs carry significantly larger batteries and operate on far tighter schedules than passenger vehicles. For fast-turnaround truck applications, 120 kW, 180 kW, and 240 kW charging are becoming increasingly relevant.
- CEEW notes that PM E-DRIVE targets around 1,800 CCS2 chargers rated at 240 kW across prominent truck corridors and highways.
- The same research suggests upgrading existing 60–120 kW infrastructure toward 240 kW and above as one route to supporting zero-emission trucking.
But there’s an important nuance: not every electric truck needs a 240 kW charger every time it stops. Where vehicles have long overnight dwell periods, lower-power depot charging can cover a significant share of energy demand. High-power charging becomes essential when the operating model demands rapid turnaround, multiple shifts, or en-route replenishment.
So the real question isn’t “What charger should we install?” It’s “How does this fleet actually operate?”
Start With the Trucks. Then Design the Charging Network.
Imagine a logistics depot with 20 electric trucks. Simply installing two or three high-power chargers doesn’t tell you whether the infrastructure will actually work.
A charge point operator (CPO) needs to know:
- When trucks return, and how many arrive simultaneously
- Their state of charge on arrival
- How much energy each vehicle requires
- When the next dispatch begins
- What happens if one charging point goes offline
Only after mapping that demand curve can an operator correctly size chargers, transformer capacity, sanctioned load, electrical infrastructure, redundancy, software, and maintenance capability.
This is why electric-truck charging should increasingly be designed through a fleet operator–CPO partnership, rather than the traditional model of installing chargers first and waiting for vehicles to arrive.
Uptime Is No Longer a Technical KPI. It Is a Revenue KPI.
Current infrastructure illustrates the challenge starkly. CEEW’s analysis of the Delhi–Agra NH44 corridor identified 44 charging guns across 16 fast-charging stations — but only 30 were operational, translating to a working availability of roughly 70%.
Seventy percent may sound reasonable for infrastructure in general. For a truck fleet running fixed delivery commitments, it can be completely inadequate. If a vehicle arrives with 20% battery remaining and the charger it needs for its next trip is unavailable, that charger failure instantly becomes a fleet failure.
Truck-charging infrastructure therefore needs a far stronger operating architecture:
- Redundancy
- Remote monitoring
- Preventive maintenance
- On-ground response
- Service-level agreements (SLAs)
The objective should not simply be charger uptime. The objective should be truck availability.
Yahhvi Is an Interesting Example of This Model
This is where the approach taken by Yahhvi – EV Charging becomes worth studying. Instead of primarily building a passenger-EV network and hoping utilisation develops around it, Yahhvi says it is increasingly developing infrastructure around commercial fleets, logistics hubs, warehouses, and freight movement.
Their business model describes dedicated B2B charging hubs, 24×7 monitoring and support, operator-managed sites, and centrally monitored infrastructure. The company currently claims 100% charger uptime across its network — a figure that should be understood as a company-reported operating metric, rather than an independently audited industry statistic.
What’s more interesting than the headline number, though, is the business model underneath it:
- Yahhvi’s network has moved into high-power commercial charging, with 240 kW DC chargers already deployed at some hubs.
- The company has publicly reported 10 operational hubs across seven states.
- Its latest management commentary states cumulative electricity dispensing has crossed 1.5 GWh, with the network now running at an annualised dispensing rate of roughly 4 GWh.
Critically, this infrastructure is being developed alongside actual fleet demand.
Yahhvi + Tejas Cargo Shows Why the Partnership Matters
A particularly relevant case is Yahhvi’s work with Tejas Cargo India. The two companies have publicly outlined a roadmap moving from two electric trucks currently operating toward 100 trucks by March 2027.
That sounds like a fleet-electrification announcement. But the more interesting story is the charging infrastructure behind those trucks:
- Tejas brings the vehicles, routes, freight demand, and operating schedules.
- Yahhvi brings the charging and energy layer.
That structure allows infrastructure to be planned around real demand rather than estimated public footfall. The fleet communicates where trucks run, when they stop, how much energy they need, and when they must leave again. The CPO then determines where to build, how much grid capacity to secure, what charger rating to deploy, and how much redundancy is necessary.
That is fundamentally different from installing a public charger and waiting for utilisation to appear.
Yahhvi has indicated to All India EV that some of its fleet-linked charging operations are achieving utilisation above 60%, alongside near-continuous charger availability. That figure is company-reported and was not independently verified in the sources reviewed — but if sustained at scale, it illustrates exactly why fleet partnerships could reshape charging economics.
Because High-Power Chargers Are Expensive Assets
This is the other half of the equation. A 240 kW truck charger isn’t merely a larger version of a passenger-car charging point. High-power fleet hubs can require substantial spending on:
- The charger itself
- Transformer and switchgear capacity
- HT/LT infrastructure
- Sanctioned electrical load
- Cabling and civil works
- Software and safety systems
- Ongoing maintenance
WRI similarly notes that truck charging requires high-capacity grid connections, larger sites, and carefully planned electrical systems.
This creates a two-sided problem:
- The CPO’s problem: High CAPEX + low utilisation = difficult economics.
- The fleet operator’s problem: High truck utilisation + unreliable charging = difficult operations.
Put the two together, and a partnership starts making sense. The fleet gives the charger predictable demand. The CPO gives the fleet predictable energy.
The Contract May Eventually Matter as Much as the Charger
Electric-truck charging may evolve toward long-term commercial arrangements rather than conventional public charging. A serious fleet deployment could involve commitments around:
- Minimum energy offtake
- Charger availability
- Electricity pricing
- Response time
- Backup charging capacity
- Guaranteed charging windows
The model can take different forms — Charging-as-a-Service, Energy-as-a-Service, dedicated fleet charging contracts, or CPO-funded infrastructure backed by long-term fleet commitments. What matters is that charging stops being treated as an isolated hardware purchase.
Instead, Fleet Operator + CPO + Utility + OEM become part of the same operating system:
- The OEM understands the battery and charging curve.
- The fleet understands the duty cycle.
- The CPO understands infrastructure and energy management.
- The utility provides the underlying electrical capacity.
Electric trucking works only when all four pieces meet.
The 9AM View
India may eventually develop two very different EV charging industries.
One will compete for passenger-EV traffic through more locations, convenience, and highway coverage. The other will follow energy demand, built around warehouses, truck depots, ports, factories, logistics parks, and freight corridors.
Its defining metric may not be charger count at all — it may be: how many productive truck kilometres can each megawatt of charging infrastructure enable?
Yahhvi’s fleet-led approach is an early example worth watching because it attempts to solve both sides of the charging equation simultaneously — high utilisation for the infrastructure provider, and high availability for the fleet operator. That is ultimately what electric trucking requires.
Because buying an electric truck without securing reliable energy behind it is only buying half the asset.
Electric trucks don’t need another charger on a map. They need a charging partner that makes sure energy is waiting when the truck arrives.
— The 9AM Show | All India EV
