deepgridSEMI

Pre-Series A · Hyderabad, India

Fleet & MobilityTAAS

Autonomous TaaS

Autonomous TaaS is a contracted Transport-as-a-Service line where DeepGrid provides the vehicle, autonomy stack and driver replacement as a metered service on fixed routes. It generates the highest revenue per unit in the portfolio at ₹66.00 L per vehicle, delivering an 89% gross margin on FY2032 revenue projected at ₹66 Cr.

Listed price
₹66.00 L
FY2032 revenue
₹66 Cr
Share of plan
5.8%
Gross margin
89%
First revenue
FY2028
Volume plan
100 @ FY32
Concept render of a container terminal at dusk with autonomous haulers and cranes traced in tracking overlays
Surveyed industrial transport routesConcept render · S100 domain

From input to outcome

Proposed product architecture. The scene illustrates its application, not a shipped kit.

  1. The vehicle's full sensor set reads a route we have already surveyed

  2. SoC2 runs the autonomy stack against that route model

  3. Fleet logic schedules, routes and hands off to a remote operator when needed

  4. The vehicle drives, and the customer is billed per trip or per tonne

The S100 SDV controller on the SoC2 dieTechnology: six domains, one tapeout

Drag to rotate. Conceptual layout, not a mask.

On the die

Autonomous TaaS

Runs on one of the six domains:

  • S100 SDV controller

The case in brief

  • Autonomous TaaS generates the highest unit revenue in the portfolio at ₹66.00 L per vehicle, capturing an 89% operating gross margin instead of hardware margin.
  • The model converts the AD2 autonomy stack into contracted transport services billed per trip or per tonne on surveyed, fixed freight corridors.
  • Management projects ₹66.0 Cr in FY2032 revenue across 100 deployed vehicles, funded through asset finance debt rather than equity capital.

What it is used for

Fixed-Route Haulage Operations

Buyer
Logistics operators on fixed, repeatable routes where an autonomous lane can be proven
The job
Operators must lower cost per tonne-kilometre against a driven alternative on dedicated, repeatable corridors.
What DeepGrid supplies
DeepGrid delivers the complete vehicle, autonomy stack, route commissioning, and driver replacement billed per trip or per tonne.

Driver-Constrained Corridor Operations

Buyer
Operators comparing against driver availability rather than driver cost
The job
On many freight routes, the primary operating constraint is finding a driver at all.
What DeepGrid supplies
DeepGrid provides autonomous transport service using the vehicle's full AD2 sensor set, SoC2 autonomy stack, and remote operations links.

The story

A contracted transport service operating company-owned autonomous vehicles on fixed routes.

Autonomous TaaS is a service model rather than a hardware sale, providing transport capacity on dedicated corridors where customers pay for freight movement rather than the vehicle. By owning and operating the fleet under multi-year contracts, the business captures ongoing operating margin rather than a one-time equipment margin. It delivers the portfolio's highest revenue per unit at ₹66.00 L by packaging the complete vehicle, autonomy stack, remote operations link, and route commissioning.

  • ₹66.00 Lunit price
  • Systemssegment
  • Outdooroperating domain
  • FY2028first revenue
  • Vehicle with AD2 sensor setcomponent
  • SoC2 autonomy stackcomponent

Portfolio deck, slide 64: What it is

Identical AD2 autonomy silicon paired with fleet scheduling and remote intervention links.

The vehicle relies on a pre-surveyed route model evaluated by SoC2 running the standard autonomy stack. Centralized fleet logic routes the truck and hands off control to a remote operations center whenever edge cases exceed onboard limits. The service is metered and billed per trip or per tonne, relying on asset financing against the trucks rather than equity capital alongside route-level regulatory permissions.

  • Pre-surveyed route readingsignal chain stage 1
  • SoC2 autonomy executionsignal chain stage 2
  • Fleet scheduling and hand-offsignal chain stage 3
  • Trip or tonne billingsignal chain stage 4
  • Truck asset financedependency
  • Route regulatory permissiondependency

Portfolio deck, slide 65: How it works

Logistics operators facing driver shortages on dedicated commercial corridors.

Buyers are logistics operators managing repeatable freight lanes who need to lower cost per tonne-kilometre against conventional driver-operated alternatives. On many critical corridors, severe driver shortages make driver availability the primary constraint rather than direct labor cost. DeepGrid secures these operations through direct commercial contracts negotiated lane by lane, targeting 100 units by FY2032.

  • Logistics operatorsbuyer
  • Direct commercial contractschannel
  • Cost per tonne-km and driver availabilitytrigger
  • 0.6-0.8M units/yrdemand pool
  • 0.01%FY2032 capture rate

Portfolio deck, slide 66: Who buys it

High-margin operational scale contributing ₹66.0 Cr by FY2032.

Autonomous TaaS scales to ₹66.0 Cr in revenue by FY2032, representing 5.8% of group revenue while maintaining an 89% gross margin. While managing vehicle ownership introduces operational uptime obligations, it yields the highest revenue per vehicle across the portfolio. Deployment expansion requires securing non-dilutive truck asset financing and local corridor operating clearances.

  • 100 unitsFY2032 units (management projection)
  • ₹66.0 CrFY2032 revenue (management projection)
  • 5.8%share of group
  • 89%gross margin
  • ₹66 lakh per vehiclerevenue per unit
Revenue and units by year (management projection)
  1. ₹0 CrFY270 units
  2. ₹3.3 CrFY285 units
  3. ₹6.6 CrFY2910 units
  4. ₹16.5 CrFY3025 units
  5. ₹33 CrFY3150 units
  6. ₹66 CrFY32100 units

Portfolio deck, slide 67: How it fits

What has to go right

Autonomous operations require regulatory clearance and route-level regulatory permissions to run inside controlled corridors. Because DeepGrid owns the vehicles, it absorbs direct operational risks around uptime that pure product sales avoid, necessitating reliable remote operator interventions. Fleet procurement depends on securing debt or lease asset finance against trucks of ~Rs60 Cr at an assumed 15% interest rate, rather than consuming equity round capital. DeepGrid must also successfully execute route commissioning and pre-surveys for each contracted corridor.

Key dependency Regulatory clearance for autonomous operation in controlled corridors.

Further reading and viewing

Related products

Prices, volumes, revenues and margins are management projections. The text is written from the linked documents, and every figure in it appears in the source it came from.