Green Hydrogen & Electrolyzer Supply Chain

20 companies Updated 13 May 2026

NSE-listed companies positioned across India’s green hydrogen value chain — from electrolyzer component makers and EPC consultants to renewable energy producers and financiers supporting the National Green Hydrogen Mission.

Sectors represented: Telecommunication, Financial Services, Power, Capital Goods, Fast Moving Consumer Goods

Companies with exposure to green hydrogen & electrolyzer supply chain

INDUSTOWER

Indus Towers Limited

Telecommunication
annual report · 2026

Anion Exchange Membrane (AEM) electrolyser, a. 30-kWh battery bank, a hydrogen storage system. and a 3-kW Proton Exchange Membrane (PEM). fuel cell. mprising a 20-kW rooftop solar array, a 6.2-kW. Anion Exchange Membrane (AEM) electrolyser, a. 30-kWh battery bank, a hydrogen storage system. and a 3-kW Proton Exchange Membrane (PEM). fuel cell. The facility enables the generation,.

IREDA

Indian Renewable Energy Development Agency Limited

Financial Services
annual report · 2026

Beyond the PLI beneficiaries, at least 10. manufacturers have announced a cumulative. capacity of 178 GWh in the Country over the next. five years, as companies prepare for scale-up in. both mobility and stationary-storage markets and. investing across cells, packs, battery management. systems and recycling. . Supportive measures such as customs relief prepare for scale-up in.

NLCINDIA

NLC India Limited

Power
annual report · 2026

Green Hydrogen & Fuel Cells: Critical. rare earth elements such as Cerium (Ce),. Lanthanum (La), Yttrium (Y), Gadolinium. (Gd), Samarium (Sm), Scandium (Sc),. Neodymium (Nd) and Praseodymium. (Pr) are essential for high-performance cal. rare earth elements such as Cerium (Ce),. Lanthanum (La), Yttrium (Y), Gadolinium. (Gd), Samarium (Sm), Scandium (Sc),. Neodymium (Nd) and Praseodymium.

WAAREEENER

Waaree Energies Limited

Capital Goods
investor presentation · 2026

Importance of Green Hydrogen:. ✓Energy independence. ✓Reduction in import bill. ✓Long term price stability. ✓Global export opportunity for e-fuels. ✓Industrial decarbonization. ✓Achieve climate goals. Source: Oilprice.com een Hydrogen:. ✓Energy independence. ✓Reduction in import bill. ✓Long term price stability. ✓Global export opportunity for e-fuels. ✓Industrial decarbonization.

GIPCL

Gujarat Industries Power Company Limited

Power
annual report · 2026

Green Hydrogen: The Green Hydrogen Mission, was. launched on 04/01/2023 with ` 19,744 Crores outlay from. 2023-24 to 2029-30 including an outlay of ` 17490 crores. for strategic Inventions for Green Hydrogen Transition. (SIGHT) Programme. The objective of the Mission by 2030. is to produce at least 5 Million Metric Tonnes per Annum. of Green Hydrogen. ores.

TRUALT

TruAlt Bioenergy Limited

Fast Moving Consumer Goods
annual report · 2026

Pilot projects have also been. sanctioned across steel, mobility and maritime. sectors, including the deployment of 37. hydrogen-powered vehicles supported by nine y. and assured demand. Pilot projects have also been. sanctioned across steel, mobility and maritime. sectors, including the deployment of 37. hydrogen-powered vehicles supported by nine. hydrogen refuelling stations across ten routes.

ADANIENT Adani Enterprises Limited Metals & Mining
annual report · 2026

In India, green hydrogen production capacity is projected. to reach 5 million metric tonnes per annum (MMTPA) by. 2030. for renewable energy plants, providing a constant. and reliable source of energy. In India, green hydrogen production capacity is projected. to reach 5 million metric tonnes per annum (MMTPA) by. 2030. Coupled with abundant capital, land resources,.

INOXWIND Inox Wind Limited Capital Goods
annual report · 2023

Pradesh. 00000324.4000000324.42844.3. 6Maharashtra00000000000005012.8. 7Rajasthan9079041.2039.81050000511.6866.65193.4. 8Tamil Nadu0002.74.9062.10271.218.934.1150.810017.2. 9Telangana0000000000000128.1. 10Other00000000000004.3. To t a l170.5178.381.7105.3311.4461.4177.951.334.553.432.2617.82275.642633.1. INDIAN WIND TURBINE MANUFACTURING ASSOCIATION. CAPACITY ADDITION - FY 2022-23. .

RPOWER Reliance Power Limited Power
annual report · 2026

The sector. is witnessing increasing policy focus and regulatory support,. with growing deployment of both Pumped Storage Projects. (PSPs) and BESS. round-the-clock power availability. The sector. is witnessing increasing policy focus and regulatory support,. with growing deployment of both Pumped Storage Projects. (PSPs) and BESS. As renewable energy penetration increases,.

POWERINDIA Hitachi Energy India Limited Capital Goods
annual report · 2026

Urja sector — one where every. solar module, wind turbine,. bio-pellet and green hydrogen. molecule increasingly comes from. Indian soil, fuels Indian industry and. powers Indian homes. In the last five years, the. government has implemented. following schemes with an aim. to establish and facilitate electric singly comes from. Indian soil, fuels Indian industry and. powers Indian homes.

ADVAIT Advait Energy Transitions Limited Capital Goods
annual report · 2026

The BESS vertical addresses the. grid-stabilisation imperative posed by. India’s accelerating solar and wind. capacity. rational -. building its own order book. BATTERY ENERGY. STORAGE SYSTEMS. The BESS vertical addresses the. grid-stabilisation imperative posed by. India’s accelerating solar and wind. capacity. The 2.5 GWh factory at. Dholera is targeted for commissioning.

NHPC NHPC Limited Power
annual report · 2024

Ministry of New and Renewable Energy in January,. 2023 aims to make India a ‘global hub’ for using,. producing and exporting green hydrogen. ional Green Hydrogen Mission launched by. Ministry of New and Renewable Energy in January,. 2023 aims to make India a ‘global hub’ for using,. producing and exporting green hydrogen. Green. Hydrogen Technology is at nascent stage and.

GVT&D GE Vernova T&D India Limited Capital Goods
annual report · 2023

By. achieving these targets, the mission will contribute to India's energy. independence and the decarbonization of major sectors of the. economy. The targets set by the mission are not limited to meeting India's on will contribute to India's energy. independence and the decarbonization of major sectors of the. economy. The targets set by the mission are not limited to meeting India's.

FLUOROCHEM Gujarat Fluorochemicals Limited Chemicals
investor presentation · 2023

Electrolyte Formulations. 22. ➢Battery demand 2030 for EVs, energy storage and consumer electronics is. estimated at 2633 GWH with EV battery chain providing revenue opportunities. of 300 Billion US$ by 2030. (Source: World Economic Forum, Mckinsey Analysis. dated October 2019 ). ➢Almost a dozen companies are planning to set up EV Battery manufacturing.

SERVOTECH Servotech Renewable Power System Limited Capital Goods
investor presentation · 2024

PBT1,5324172,147967. Tax Expense409105574243. PAT1,123312260%1,573724118%. PAT Margin %6%4%5%4%. Diluted EPS0.510.150.710.34. Quarterly Performance Consolidated Income Statement. (Q2: FY25). Servotech Growth Drivers. The Future. Timelines. 2024. 2025. 2026 - 2027. Accomplishments. . Won 60% of the EV charger Business from PSU’s from all. OMC’s. . Entered CPO business though Launch of Incharz:. .

JSWENERGY JSW Energy Limited Power
annual report · 2024

The Ministry of New. and Renewable Energy defines green hydrogen as. having a well-to-gate emission (i.e., including water. treatment, electrolysis, gas purification, drying, and. compression of hydrogen) of not more than 2 kg CO. 2 een hydrogen as. having a well-to-gate emission (i.e., including water. treatment, electrolysis, gas purification, drying, and.

ORIANA Oriana Power Limited Capital Goods
earnings transcript · 2025

Anirudh Saraswat: Yeah Rupal, thank you. So, we keep on hearing ‘ki Hydrogen ayega ki nahi. ayega, Hydrogen jaldi ayega ki late ayega’. ou please take up the next slide of Green. Hydrogen Energy Fuels. Anirudh Saraswat: Yeah Rupal, thank you. So, we keep on hearing ‘ki Hydrogen ayega ki nahi. ayega, Hydrogen jaldi ayega ki late ayega’. So, it's not a choice now, Why? Because in a world the.

RECLTD REC Limited Financial Services
annual report · 2026

Inter ministerial convergence with Ministry of Housing and. Urban Affairs for SHG involvement, Ministry of Commerce for s been initiated in 41 cities to. accelerate RTS in cities. . Inter ministerial convergence with Ministry of Housing and. Urban Affairs for SHG involvement, Ministry of Commerce for. cooperatives and Ministry of Rural Development/Ministry of.

EKC Everest Kanto Cylinder Limited Capital Goods
annual report · 2026

India’s semiconductor industry is emerging as a. strategic pillar within the country’s broader. manufacturing and technology ecosystem, supported. by strong policy momentum, rising investments and an. increasing focus on technological self-reliance. ar within the country’s broader. manufacturing and technology ecosystem, supported. by strong policy momentum, rising investments and an.

KPEL K.P. Energy Limited Power
investor presentation · 2026

Considering EPCprojects, and export of. engineeringsolutions. A F R I C A. 3. Tanzania. Developing power infrastructure. under BOO model. 2. Zambia. Supporting local RE developer as. EPC player. 1. Botswana. . Developing 5 RE powerand ts, and export of. engineeringsolutions. A F R I C A. 3. Tanzania. Developing power infrastructure. under BOO model. 2. Zambia. Supporting local RE developer as.

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