Auto Joint Venture Risk-Sharing & Localization Modeler

Strategic Presets

CapEx & Equity Architecture

Total Plant & Tooling CapEx ($M)$1,200M

OEM Equity & CapEx Split (%)50% OEM / 50% Partner

Target Annual Volume (Units)180,000

Localization & Sourcing Depth

Localization Tier Depth (%)78%

CKD/CBU Import Tariff Baseline (%)70%

Domestic Supplier Cost Advantage (%)24%

Powertrain Mix (% EV vs. ICE)35% EV

Platform Tech Royalty Rate (%)2.5%

Effective OEM CapEx

$600M

Partner: $600M

Annual Tariff Savings

$142.5M

vs. Landed CBU/CKD

Blended Unit Cost

$14,820

ex-factory net BOM

Break-Even Volume

112,500

62.5% Plant Cap

Partner Est. IRR

18.4%

Risk Score: 86/100

Partnership Governance & Decision Rights

Balanced 50/50 Operational Co-Control with Joint Sourcing Council

OEM (VW/Skoda) Contribution

MQB-A0-IN Platform IP, Tooling & Quality Engineering

Domestic Partner Contribution

Supplier Localization Network, Industrial Plant & Labor

Technology Royalty Yield

$94.5M / yr (@ 2.5% ASP)

Regulatory & FAME / PLI Compliance

Qualified (Localization > 50% Threshold)