Tracking India’s Energy Transition
Nayurja Bharat Pvt. Ltd. is investing ₹1,000 crore in a solar component manufacturing complex at Mohasa-Babai in Madhya Pradesh, starting with encapsulant film capacity of 3 GW, scalable to 10 GW.
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From June 2026, government-backed solar projects must source not just modules but also cells from approved domestic manufacturers. Here’s what the change does — and where it bites.
MNRE and the Ministry of Steel are seeking pilot projects that use green hydrogen in steelmaking — a small step aimed at one of India’s hardest-to-abate sectors.
Renewable equipment, battery storage, green hydrogen and nuclear equipment are named priority sectors in Gujarat’s latest industrial policy — a bid to own the supply chain, not just the generation.
Two western states accounted for more than half of India’s solar additions in the first half of 2026. Tamil Nadu was a distant third.
Operational battery energy storage climbed from 0.78 GWh in December 2025 to about 8.7 GWh by June 2026, with 10 GW under construction and roughly 20 GW in active tendering.
The 12th edition of IESW brought delegates from 15 countries to New Delhi from July 8–10, with the mood shifting from “whether storage” to “how much, how fast”.
Utility-scale solar led the way with around 19 GW of new capacity between January and June, up roughly a third year on year, as India’s cumulative renewable capacity reached about 288 GW.
A snapshot of where the 288 GW renewable fleet stands — what’s in it, how fast each piece is growing, and how far 500 GW by 2030 remains.
India’s module capacity has grown from 3 GW a decade ago to about 172 GW today. The harder, more capital-intensive layers of the supply chain are only now catching up.
A power-importing state with an evening-peak problem is turning to batteries — Kerala is accelerating 750 MW of BESS projects to firm up its renewable supply.
The renewable energy ministry’s allocation grew nearly a third, with solar schemes, grid storage, green energy corridors and the hydrogen mission taking the lion’s share.
India’s rooftop segment added around 6.4 GW in the first half of 2026, up 104% year on year, making it the fastest-growing slice of the solar market.
The Solar Energy Corporation of India has invited bids for 700 MW of inter-state transmission connected solar, to be built on a build-own-operate basis with 25-year PPAs.
Recent SECI auctions have cleared solar-with-storage bids at levels analysts describe as competitive with new coal plants — a threshold with big implications for what India builds next.
India added about 2.9 GW of wind between January and June, down 16% year on year — a soft patch in an otherwise record-breaking half for renewables.