MARUTI SUZUKI: MANAGING TECHNOLOGICAL TRANSITION

A Macro Intelligence Memo | June 2030 | CEO Edition

From: The 2030 Report Date: June 2030 Re: Maruti Suzuki - Leading Mass-Market Automotive Through EV Transition

The CEO of Maruti Suzuki between 2024-2030 had to manage the transition from dominant ICE manufacturer to competitive EV manufacturer while maintaining profitability from the legacy business.

The CEO faced a difficult balance: invest heavily in EVs (cannibalizing the mass-market ICE business) or protect the legacy business (risking irrelevance as EVs became more prevalent).

The CEO chose a middle path: moderate EV investment while protecting the legacy business. This kept the company profitable but limited EV success.

By 2030, it was clear that the decision to move cautiously on EVs had cost Maruti market share that would be hard to recover.

The CEO's challenge was appropriate for a mass-market manufacturer: how to transition to new technology without destroying the profitable core business?

By 2030, the answer appeared to be "with difficulty."

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