Insight Exchange by L.E.K. Consulting

The accelerating shift toward vehicle electrification and the wide-ranging opportunities it presents for the automotive services sector and investors are explored by Ashish Khanna (Partner, Financial Services Co-leader L.E.K. Consulting) and Will Chamberlain (Principal at L.E.K. Consulting with a focus in the automotive services sector). They discuss how the transition from internal combustion engines to electric vehicles is unfolding across the UK and Europe, examining the opportunities and challenges for manufacturers, financial services, infrastructure providers, and consumers alike. The conversation highlights:
  • Market adoption trends: EV registrations now account for 20–25% of new car sales in leading European markets, with adoption varying by geography and customer segment.
  • Government incentives and tax policies:  How different policies shape EV uptake and where gaps remain.
  • Financing, leasing, and risk: The impact of electrification on car financing models, residual values, and fleet operations.
  • Aftersales and maintenance: New requirements for technician training, battery health monitoring, and emerging service business models.
  • Infrastructure and insurance: The challenges of scaling charging networks, managing higher repair costs, and establishing a robust used EV market.
Packed with insights from L.E.K. Consulting, this episode offers a practical look at how electrification is reshaping the automotive value chain, and what it means for industry players, policymakers, and investors.


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What is Insight Exchange by L.E.K. Consulting?

Join us as we swap ideas with thinkers, innovators and doers from around the world and around L.E.K.

Presented by consulting powerhouse L.E.K. Consulting (www.lek.com), Insight Exchange™ is a new forum dedicated to the free and open exchange of the most interesting, important, and urgent ideas in the world of business. From the farthest-reaching environmental issues to innovations in retail, industrials, and healthcare, every installment of Insight Exchange™ invites luminaries to tell us what they’re working on, what they’re worried about, what they’re excited about, and what’s coming next.

Join us on an intrepid journey of discovery as we take nothing for granted, pull no punches, and follow the research no matter where it leads. In its 30+ year history, this is what L.E.K. has done better than anyone in the world. And that’s why Insight Exchange™ is the podcast only L.E.K. could have produced. If you’re a growth investor, an advanced student, an employee, a researcher, an executive, an entrepreneur, an inventor, or a board member, we invite you to join us for Insight Exchange™. If you’d just like to keep your finger on the pulse of what’s happening in business, retail, education, healthcare, industrials, energy, media, or life sciences, we invite you to join us for Insight Exchange™.