Which Indian companies have exposure to the minerals powering the energy transition? We search annual reports and quarterly filings from 10 critical minerals to surface real corporate involvement — not analyst speculation.
The backbone of rechargeable batteries powering EVs, grid storage, and consumer electronics. India imports nearly all its lithium and is racing to secure domestic and overseas supply.
A group of 17 elements essential for permanent magnets, wind turbines, EVs, defence systems, and electronics. China controls ~60% of mining and ~90% of processing globally.
Key cathode material in lithium-ion batteries (NMC, NCA chemistries) and essential for super-alloys used in aerospace and defence. The DRC supplies ~70% of global cobalt.
Critical for stainless steel, EV battery cathodes (NMC/NCA), and high-temperature alloys. Battery-grade nickel demand is projected to grow 5x by 2030.
The metal of electrification — essential for EV motors, charging infrastructure, power grids, renewables, and electronics. Each EV uses 3-4x more copper than an ICE vehicle.
Essential for steel production (90% of use), increasingly important for battery cathodes (LMO, LNMO chemistries). India is the 5th largest manganese producer globally.
The dominant anode material in lithium-ion batteries — every EV battery contains more graphite by weight than lithium. Also critical for fuel cells, nuclear reactors, and lubricants.
The hardest known metal — used in cutting tools, armour-piercing ammunition, drill bits, and high-temperature aerospace components. China produces 80% of global supply.
Used in flame retardants, lead-acid batteries, ammunition, and semiconductor compounds. Recently classified as critical by both the US and EU due to China's 48% production share.
The 4th most consumed metal globally — essential for galvanizing steel, die-casting, brass alloys, and increasingly for zinc-air and zinc-bromine batteries for grid storage.