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The first roadblock is the difference between an auction price and the actual economic cost of using green ammonia.

India’s Rs 19,744 crore green hydrogen push has a fertiliser connection: 3 stocks to watch

One company has a 135,000-tonne annual allocation; another has 100,000 tonnes. Yet the biggest contract may not deliver the biggest…

October 16, 2026 05:10 IST

The talks put overseas demand at the centre of NTPC’s next phase of green-hydrogen development.

NTPC looks to sell green ammonia in Japan, Korea, Germany

NTPC is engaging with buyers in Japan, South Korea, and Germany to boost demand for green ammonia and fuels as…

October 13, 2026 20:46 IST

Green Hydrogen Reality Check. (This is an AI-generated image)

2 Electrolyser stocks in India’s Rs 19,744-cr green hydrogen race—Who has the edge?

India’s green hydrogen market could hit $11.7 billion by 2033, but can manufacturers turn ambitious targets into real orders, sustainable…

October 12, 2026 05:30 IST

New National Electricity Policy to Mandate Demand Flexibility for Data Centres and Green Hydrogen

Customised power policy likely for data centres, green hydrogen units

Large consumers may be required to ramp up storage and adopt smart energy-management systems

Updated: September 25, 2026 07:44 IST

USD 3.5 tn vision: Gujarat bets big on AI, chips and green energy to power 2047 growth

Tata Electronics is developing a Rs 91,000-crore semiconductor fab at Gujarat’s Dholera, while Micron’s Sanand unit involves Rs 13,000 cr,…

Updated: September 6, 2026 11:16 IST

iPC proposes Rs 83,480 crore investment in Karnataka for green hydrogen, hyperscale data centre project.

Rs 83,480 cr investment for Karnataka: Luxembourg firm outlines plan for data centre project

Under the proposed land-use plan in Karnataka, around 400 acres would be used for the data-centre campuses.

Updated: August 26, 2026 11:48 IST

L&T Reliance and Advait Energy green hydrogen electrolyser manufacturing comparison

Titans vs Challenger: This small cap matches L&T, RIL at 300 MW, but scale isn’t everything

A small-cap power transmission company now shares a 300 MW green hydrogen manufacturing metric with L&T and Reliance. Here’s what…

Updated: August 26, 2026 10:39 IST

UP, Japan seek to scale up green hydrogen tie-up

Uttar Pradesh aims to expand its green hydrogen partnership with Japan into pilot projects, commercial investments, and a dedicated ‘Japan…

Updated: August 20, 2026 06:32 IST

Low Green Hydrogen Bids Face Viability Test Without Chinese Electrolysers: SBICAPS

Green hydrogen bids viable only with Chinese equipment: Report

Current green hydrogen tenders in India may face profitability challenges unless developers use lower-cost Chinese electrolysers, according to a report…

July 25, 2026 00:55 IST

India’s Green Hydrogen Tenders Risk Unprofitability Without Cheap Chinese Electrolysers: SBICAPS

Low green hydrogen bids face viability test without Chinese equipment

A report by SBICAPS warns that India’s green hydrogen projects awarded under recent tenders may not be profitable without using…

July 24, 2026 18:20 IST

Competitive renewable energy tariffs and high solar irradiation are cited as the primary drivers behind the cost decline. (AI Image)

India’s green hydrogen market may surge 14x; Equirus predicts 56% cost drop by 2030

Green hydrogen production costs in India are set to drop from Rs 410/kg in 2023 to Rs 180/kg by 2030,…

July 22, 2026 15:00 IST

3 Indian Companies Monopolizing the Hydrogen Transportation Value Chain. (This is an AI-generated image)

The missing link in India’s green hydrogen transition: 3 stocks behind a Rs 10 lakh crore opportunity

Green hydrogen cannot scale without transportation. As India targets 5 MMT production by 2030, pipelines, cryogenic storage, and hydrogen logistics…

July 20, 2026 05:12 IST

India’s Rs 8 lakh-cr green hydrogen push: 3 companies moving from plans to projects

India’s ₹8 lakh crore green hydrogen push is moving from policy to execution. As electrolyzer manufacturing, infrastructure, and long-term projects…

July 8, 2026 05:21 IST

India’s ‘next’ energy bet isn’t Solar—3 stocks riding the Rs 70,000 cr hydrogen wave

Beyond solar, India’s ₹19,744 Cr hydrogen pivot is scaling. From -253°C cryogenic tech to a 95% local manufacturing play, three…

May 6, 2026 05:31 IST

Not just Adani or Tata: This Rs 2,100-cr small-cap is building India’s green hydrogen future

A 470 GW clean energy push and $8-9 bn annual transmission spend are setting up a multi-year opportunity. With 3-5…

April 22, 2026 05:18 IST

Green ammonia deals to save $2.5 bn, cut fertiliser import dependence

India’s green ammonia push is set to save $2.5 billion over a decade, reducing fertiliser import dependence and boosting energy…

March 30, 2026 22:58 IST

Bharat Petroleum joint venture NeuEN Green Energy has bagged an order to supply green hydrogen

BPCL’s JV bags major green hydrogen order; NeuEN to supply 10,000 tonne to Numaligarh Refinery

Bharat Petroleum’s NeuEN Green Energy has won a 10,000 TPA green hydrogen supply deal for Numaligarh Refinery at India’s most…

March 24, 2026 14:20 IST

Green hydrogen push: Waaree, ZFI sign long-term UP deal.

Waaree Energies signs 15-year green hydrogen deal in UP with Zero Footprint Industries

Waaree Energies’ arm Waaree Clean Energy Solutions has signed a 15-year EAAS agreement with Zero Footprint Industries to supply a…

February 23, 2026 16:22 IST

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