Battery Separator Film (PE/PP)
$0.40 bnAnnual import
5%Indian capability
3,800Supplier concentration (HHI)
₹2,500 crTo localise
Why India imports it. Asahi Kasei, SK IE, Toray dominate; India has no production.
Why it matters. Separator quality drives cell safety; localisation gap is fast-win.
Can India localise it? Partial - 4-5 years for wet-process film.
Where it comes from. South Korea (50%), Japan (30%), China (20%).
Scorecard
The ten indices
CMDI 71.25Dependency
LPI 44.25Localisation potential
IAI 65Investment attractiveness
SRI 65.25Supply risk
SCI 59.25Supply-chain complexity
TRI 43.25Technology readiness
IMI 77Industrial multiplier
NSRI 46.25National-security relevance
EPI 65.25Export potential
ICGI 67.5Capability gap
Who makes it
Manufacturers
In India
No significant domestic maker.
Global leaders
Asahi KaseiSk InnovationToray
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Battery Materials Processing — Lithium, Cobalt, Nickel and the Cell-Ecosystem Opportunity
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).