By Pallab Bhattacharya
Newscript, August 16, 2025
A quiet revolution is underway in India’s clean energy supply chain. Companies like L&T and InSolare Energy are spearheading efforts to localise manufacturing, reducing dependence on imports and building domestic capability.
L&T has emerged as India’s only large-scale manufacturer of alkaline electrolysers, with a supply chain entirely within India. This gives it a strategic edge as global electrolyser markets tighten amid rising demand. InSolare, meanwhile, is leveraging in-house electrolyser technology and indigenous module manufacturing to build a vertically integrated platform.
Policymakers see localisation as essential for both energy security and job creation. Incentives under the PLI schemes are accelerating this push, with early beneficiaries already scaling up.
Challenges remain—India still lags in advanced battery chemistries and semiconductor integration. But the domestic push signals that India wants not just to consume green technology, but to manufacture and export it, reshaping its role in the global energy economy.