India Energy Transition · Ecosystem Map
v1.0 · Apr 2026 · Compound with Raunak
Investment Research · Visual Mental Model

A working map of where the value sits, where it leaks abroad, and which Indian companies plug the gap.

India added 55.3 GW of non-fossil capacity in FY26 alone, the highest ever. But behind the headline number is a fragmented value chain where some segments are dominated by Indian listed players, while others, particularly the upstream and the chemistry, still run on Chinese imports. This map separates the two, so you can see exactly who makes what, what is imported, and which pockets are most investable for the 3 to 5 year horizon.

Installed Non-Fossil
283GW
As of Mar 2026 · Target 500 GW by 2030
Solar Module Mfg.
210GW
Cells only 27 GW · 87% gap
Battery PLI Delivered
2.8%
1.4 GWh of 50 GWh target
Green H₂ Commissioned
8kTPA
Vs. 5 MTPA target by 2030
Domestic Strong
Mixed / Building
Import Heavy
Strategic / Policy-Driven
Click any node for full detail