Investor Presentaiton
C
India's Energy Sector is Undergoing a Paradigm Shift
A
Renewables: Sharp growth expected in upstream
B
renewable generation
175 GW
Target for 2022
500 GW
Target for 2030
Rooftop
Solar
40 GW
Utility
Solar
Wind
60 GW
60 GW
Others
15 GW
Green Hydrogen: India to become major hub for
Green Hydrogen production and exports
2050 Green H2
projections
Cost of Green H2 expected to
decrease significantly
20
MT
2
~ $4/kg ►
2
$2/kg
(FY20)
(FY50)
Distribution
Franchise
D
GAR
EV Infrastructure: Exponential growth in charging stations as
EV penetration grows
2.5-3k
100%+ CAGR
80-100k
Projection (2025)
# charging stations (2021)
Central & state governments providing strong tailwinds through subsides,
fast-track clearance, mandatory %EV in fleets, etc.
Distribution & Smart metering: High potential as focus on
reducing AT&C loses via private sector participation and
deploying smart meter continues
2020 market size
$95B
2020 Share of private players
7-8%
45%
Europe &
Central
Asia
Smart
Metering
25 Cr
by
2025
(Govt. ambition)
National Green Hydrogen Policy with 10-20% target green hydrogen
consumption in select sectors already launched
Poor financials for State discoms → private sector participation getting promoted by
government; upcoming Electricity Amendment Bill to delicense sector
✓ Power trading expected to grow by 2X to become a $13B+ industry by 2026
✓ Other green energy businesses (EEAS, CCUS, etc.) also expected to mirror sharp growth seen in
developed markets
Sources: IHS, Niti Aayog, TERI, etc.; EEAS = Energy Efficiency as a Service; CCUS = Carbon Capture, Utilization and Storage
Humility | Entrepreneurship I Teamwork and Relationships I Deliver the Promise I Learning and Inner Excellence I Social Responsibility I Respect for Individual
18View entire presentation