What was changed
RecycleKaro launched in 2013 dismantling electronic waste in a largely informal market; the company said only 30% of India's e-waste market was organized and household collection mechanisms were still weak.
The turn began in 2015, when RecycleKaro started extracting metals from electronic waste. In 2019 it built a small pilot producing 5 metric tons of cobalt sulfate per month. After Tata Chemicals began buying the product, it built what the company described as India's largest lithium-ion battery-recycling plant, processing 180 metric tons every month.
The new process also gave India a domestic source of lithium: RecycleKaro had been selling it for more than a year, and the managing director said local production had affected imports. The company still faced limits, processing 50 of India's 200 metric tons of monthly lithium-carbonate consumption, but it had changed from a dismantler into battery-material infrastructure.
What it achieved
The 5-ton monthly pilot became a commercial plant processing 180 metric tons of lithium-ion batteries monthly, and RecycleKaro began selling domestic lithium.
Why it worked
India lacked natural lithium resources and depended on recycled materials for a growing battery market.
The pilot created a measurable process capability before RecycleKaro committed to a commercial plant.
Tata Chemicals' purchases provided an industrial customer and validation for scaling the product.
Export rules sent black mass to China, Japan, and South Korea, making domestic recovery more strategically valuable.
What can be applied
Use a small process breakthrough and a real industrial buyer to earn the right to scale; in a supply-constrained market, recycling can become strategic infrastructure.
Aftermath
By November 2023, RecycleKaro was selling lithium and processing 180 metric tons of lithium-ion batteries monthly. The company said it could produce more if India stopped black mass from leaving the country, so the pivot had created a real domestic capability while remaining constrained by feedstock and policy.
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