Is Adani Group Committing to Green Power Amid Rising Energy Needs in India?
Synopsis
Key Takeaways
- Investment Commitment: Adani Group pledges $75 billion for clean energy.
- Renewable Capacity: Projected 30 GW from Khavda project.
- Record Additions: Over 44 GW of renewable capacity added in 2025.
- AGEL Leadership: AGEL is India's largest renewable energy firm.
- Battery Storage: Essential for dispatchable renewable power.
Ahmedabad, Jan 1 (NationPress) In December 2025, the Chairman of the prominent infrastructure conglomerate Adani Group, Gautam Adani, stood amidst the expansive landscape of the Great Rann of Kutch in Gujarat. The setting was stark, but the purpose was unmistakable. This was the location for one of India’s most ambitious renewable energy initiatives. This visit was not merely ceremonial—it underscored a strategy focused on scale, speed, and execution.
India's energy crisis is becoming increasingly acute. With the world's second-largest population and a rapidly growing economy, the demand for power is surging. The peak electricity demand rose from approximately 250 gigawatts (GW) in the financial year (FY) 2025 and is forecasted to reach about 388 GW by FY 2032.
The International Energy Agency (IEA) estimates that India’s energy consumption will increase at a pace 1.5 times faster than the global average over the next three decades. Power demand is expected to soar by 25 to 35 percent by 2030. Meeting this demand while transitioning to a decarbonised grid necessitates rapid and dependable scaling of renewables.
Private sector involvement has been pivotal in this transformation. Government policies and approvals have laid the groundwork, while private enterprises have driven execution. Efficiency, capital, technical know-how, and project management have accelerated the pace of renewable deployment. Major developers have successfully converted policy ambitions into operational capacities.
The Great Rann of Kutch reflects this model. The site visited by Gautam Adani is set to become a renewable energy park capable of generating around 20 GW of wind and solar power. In an energy-thirsty economy, such capacity is revolutionary. Industry experts increasingly view large contiguous parks as the most effective route to decarbonisation. Competitive tariffs, vast arid lands, strong wind corridors, and high solar irradiance make these projects financially viable at global standards.
This ambition is supported by substantial capital. The Adani Group has committed to investing up to $75 billion over five years to fast-track India’s clean energy transition. In a time when global capital is becoming more selective, such long-term commitments reflect confidence—not only in renewables but also in India's demand growth and policy stability.
The timing is crucial. In 2025, India achieved its highest annual renewable capacity addition ever. By November, over 44 GW had been added, nearly twice the pace of the previous year. New installations were dominated by solar and wind technologies, bringing total installed renewable capacity close to 254 GW. For policymakers and industry stakeholders, the message is unmistakable: Renewables are no longer marginal; they are central to India’s power landscape.
The Adani Group’s strategy closely aligns with this national trajectory. Speaking at IIT (ISM) Dhanbad on December 9, Adani highlighted that India had surpassed the milestone of sourcing over 50 percent of its installed electricity capacity from non-fossil fuels, achieving this five years ahead of the 2030 Paris Agreement goal. With some of the lowest per capita emissions globally, India’s challenge lies not in growth itself, but in achieving clean and reliable energy.
Execution remains the key differentiator. Through Adani Green Energy Limited (AGEL), the Group has established one of the world’s fastest-growing renewable portfolios. Since entering the sector in 2016, its operational capacity has exceeded 17 GW, making AGEL India’s largest renewable energy company and ranking it among the global top 10. In the first half of FY2026, it added 2.4 GW of capacity, the highest addition by any industry player, and is on schedule to add 5 GW in the full year, with a long-term target of 50 GW by 2030.
The centerpiece of this expansion is Khavda in Gujarat. The 30 GW renewable energy project under construction is expected to become the world’s largest power plant across all energy sources, covering 538 square kilometers—nearly five times the size of Paris. More than 8 GW is already operational, with project completion anticipated by 2029.
As renewable energy penetration increases, energy storage becomes crucial. Power must be dispatchable. AGEL is investing proactively, developing a 1,126 MW/3,530 MWh Battery Energy Storage System (BESS) project due for commissioning by March 2026. Once operational, it will stand as India’s largest single-site battery installation and one of the largest globally.
The company aims to add 15 GWh of battery storage by March 2027, with aspirations to increase this to 50 GWh over the following five years.
Pumped hydro storage is another essential component. AGEL plans to add over 5 GW by 2030, with construction already underway at locations such as Chitravathi in Andhra Pradesh, Tarali in Maharashtra, and Gandikota in Andhra Pradesh. The company has also received a Letter of Award from the Uttar Pradesh Power Corporation Limited (UPPCL) for 1,250 MW of storage capacity. In Assam, it plans to invest around Rs 15,000 crore in two projects with a total capacity of 2,700 MW.
Manufacturing integration strengthens the strategy. Through Adani New Industries Limited (ANIL), the Group has established a vertically integrated solar and wind manufacturing ecosystem in Mundra, Gujarat. Adani Solar possesses 4 GW of capacity, with an additional 6 GW under construction. Adani Wind is scaling its manufacturing from 2.25 GW to 5 GW in phases.
These components collectively outline the Adani Group’s approach: Speed, Scale, Integration, and Patient Capital.
As India’s power requirements grow due to urbanisation, digitalisation, and industrial growth, such models will be essential. Gautam Adani’s visit to the Great Rann of Kutch in December powerfully captured that ambition. Against a backdrop of salt flats and wind, it symbolised a future actively being constructed on a grand scale.