HYDROGEN PRODUCTION
ETMarkets Smart Talk | India’s Next Big Themes: AI, Semiconductors & Defense to lead wealth creation says Manish Jain
Manish Jain from Mirae Asset Capital Markets highlights AI, defense, digital economy, semiconductors, and renewables as key sectors for long-term wealth creation in India. He suggests that tariff war fears are not the main volatility driver, but geopolitics and earnings shocks could be.
DeepDive: India’s green hydrogen journey starts at Rs 397 per kg
India's price discovery marks progress, but the jury is still out on competitiveness.
Motilal Oswal initiates coverage on Time Technoplast with ‘buy’ rating, Rs 578 target price; stock up 9%
Time Technoplast shares: From FY21 to FY25, TIME achieved a CAGR of 16% in revenue, 19% in EBITDA, and 39% in PAT, with its EBITDA margin rising by 150 basis points to 14.4%. Looking ahead, the brokerage forecasts a 15% CAGR in revenue.
Power shift: How Tesla’s turmoil is steering global capital towards India
A public clash between Elon Musk and Donald Trump in early June 2025 triggered a massive selloff of Tesla stock, erasing $150 billion in market capitalisation. This turmoil, however, presents a significant opportunity for India.
DEE Development Engineers plans to diversify into hydrogen production
DEE Development Engineers Limited plans to expand into hydrogen production. The company acquired a stake in Maldives Design Limited. This acquisition will help in hydrogen purification and ammonia cracking. The company aims for technology tie-ups for complete hydrogen plant manufacturing. The government's focus on green hydrogen presents significant business opportunities.
KP Group, Delta Electronics India ink 3 strategic initial pacts
KP Group and Delta Electronics India have forged three strategic agreements to advance clean energy solutions. The collaboration focuses on Battery Energy Storage Systems (BESS), green hydrogen infrastructure, and solar PV inverters. KP Group will handle project development and site integration, while Delta will provide technology and support, aiming to accelerate renewable energy deployment in India and overseas.
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Towards Net Zero: Rethinking business for a sustainable future
Indian businesses are increasingly focused on achieving net-zero emissions by 2070, integrating sustainability into their core strategies. Companies are measuring their environmental impact, reducing carbon footprints, and adopting renewable energy sources. Embracing energy efficiency, digitalization, and regulatory compliance is crucial for driving sustainable practices and contributing to India's broader environmental goals.
India’s FDI Rise: A decade of decisive growth and global confidence
India's foreign investment landscape has transformed since 2014. FDI equity inflows have surged, especially between 2019 and 2024. Government reforms like Make in India and Digital India have boosted investor confidence. The digital economy and manufacturing sectors have seen significant growth. India is emerging as a hub for clean technology and sustainable growth.
Finance ministry wants lower energy prices for green steel incentives, sources say
India's finance ministry is waiting for green hydrogen prices to fall. This is before they decide on financial support for green steel production. Steel producers are seeking incentives for decarbonization. The finance ministry is concerned about the high costs of green hydrogen. They worry it could make green steel unviable and inflationary. This could delay India's 2070 net-zero goal.
India's demand for stainless steel to grow 7-8% Y-o-Y over next 2-3 years: ISSDA
India's stainless steel demand is set to rise by 7-8 percent annually for the next three years. Consumption reached 4.8 million tonnes in FY25, growing about 8 percent. Opportunities lie in railways, tunnels, ports and airports. Government capex is boosting infrastructure. India is the second largest consumer of stainless steel globally. The construction market is expected to reach USD 1.
Honeywell signs pact with NTPC Green to explore sustainable aviation fuel production
Honeywell and NTPC Green have partnered to explore sustainable aviation fuel (SAF) production in India, utilizing Honeywell's eFining technology. The collaboration aims to convert CO2 from NTPC's power plants and green hydrogen into SAF, supporting India's decarbonization goals and the aviation sector's carbon reduction targets. This initiative aligns with India's energy security objectives and Honeywell's commitment to sustainable energy solutions.
Tata's Gopalpur SEZ joins World Economic Forum for clean energy revolution
Tata Steel SEZ's Gopalpur Industrial Park joins the World Economic Forum's initiative to cut CO2 emissions and boost economic growth. Located in Odisha, GIP is becoming a hub for green hydrogen and energy equipment manufacturing. GIP aims to contribute 10% to India's green hydrogen production target by 2030, with investments exceeding Rs 27,000 crore.
Transformation theme: 9 stocks from the energy & power ecosystem as it transitions to clean energy
The structural transformation in the auto sector is much talked about and given credit by the street. Another sector that has been undergoing a similar transformation, though quietly, is the energy sector. Large companies in the energy space – whether in oil marketing, refining, or any other – have been forming JVs or floating subsidiaries to get into New Energy areas. This transition is much bigger than in the auto space, but a bit too slow to excite the street. So get these stocks on your watchlist.
This $7,000 single-seat electric car is a big hit in Japan
KG Motors, a Japanese startup, plans to revolutionise the EV market. They are developing a small, affordable one-seater car. The 'mibot' aims to tackle Japan's narrow streets and aging population issues. Pre-sales are strong, surpassing Toyota's EV sales in Japan. The company focuses on rural areas with limited public transport. The mibot is expected to be available from October.
Jindal Power front runner for Apraava Energy's Jhajjar Power plant
Jindal Power Ltd (JPL), owned by Naveen Jindal, is likely to acquire Jhajjar Power's 1,350 MW thermal power project in Haryana from Apraava Energy for ₹4,000 crore. JPL has signed an exclusivity agreement and anticipates finalizing the deal within a month.
Ethanol taking centerstage in India's clean energy landscape amid growth in biofuels
Oil companies are exploring Alcohol to Jet fuel and Sustainable Aviation Fuel using UCO. Bio-CNG production is also increasing with government support, alongside research into bio-Hydrogen, contributing to India's Net Zero goals.
AM Green, Rotterdam Port sign pact for green energy supply chain
AM Green and the Port of Rotterdam Authority have partnered to establish a green energy supply chain between India and Northwestern Europe, focusing on Rotterdam as a key entry point for hydrogen carriers. The collaboration aims to supply bunkering fuels and sustainable aviation fuels (SAFs), while also developing terminal infrastructure.
India’s $1 billion clean fuel gets gateway to Europe as AM Green ties up with Port of Rotterdam
AM Green, backed by Greenko Group's founders, is partnering with the Port of Rotterdam to establish a green fuel corridor between India and Northwestern Europe. This alliance aims to facilitate annual trade of up to 1 million tonnes of green fuels, valued at nearly $1 billion.
PM Modi to visit Gujarat on May 26-27, inaugurate and launch development projects worth Rs 53,414 crore
Narendra Modi will visit Gujarat on May 26 and 27. He will inaugurate and lay foundations for projects in Dahod, Bhuj, and Gandhinagar. In Bhuj, 33 development projects worth Rs 53,414 crore will be inaugurated. These projects span energy, roads, water supply, and port development. Key projects include power substations, solar plants, road expansions, and port upgrades.
Stable and sustainable for long-term investors: 10 stocks from the energy ecosystem with upside potential of more than 20%
In sectors undergoing structural changes, there comes a point where companies in the sector will either produce results, or they will disappoint. Now, as they get closer to that point, the street begins to discount possible future earnings. In the case of the energy sector, the transformation has been slower. But it is stable and stronger in the sense that once it happens, it stays for years. Investors looking for long-term opportunities may as well have these stocks from the energy ecosystem on their watchlist.
Best alkaline water purifiers for safe, mineral-rich drinking water
Selecting the right alkaline water purifier is crucial for families looking to stay properly hydrated with fresh, mineral-rich, clean water. Alkaline water purifiers go beyond simple filtering to buffer the pH level and furnish critical minerals, resulting in safe and refreshing water. With new developments such as multi-stage purification and maintenance-free operation, these alkaline water purifiers are not only benefiting your health but also making your life easier. This comprehensive overview will be used to help you narrow down your selection for the best alkaline water purifiers to use in your home.
Maharatna PSU Powergrid projects capex of over Rs 3 lakh crore by 2032
Power Grid Corporation of India Ltd (POWERGRID) anticipates a substantial capital expenditure of Rs 3,06,600 crore by 2032, primarily driven by its transmission business. The company is actively involved in projects worth Rs 1,54,680 crore, with a strong emphasis on Tariff Based Competitive Bidding and Real-Time Market initiatives.
India makes remarkable strides in green hydrogen development
The nation has launched pilot projects across various sectors and aims to become a major global exporter by 2030. With the National Green Hydrogen Mission and supportive policies, India is committed to achieving energy independence and Net Zero emissions.
Aman Mehta appointed Managing Director of Torrent Pharma
Torrent Pharmaceuticals has appointed Aman Mehta, son of current chairman Samir Mehta, as Managing Director, effective August 1, 2025. This move marks the third-generation leadership taking charge, building upon the legacy of founder Uttambhai Nathalal Mehta. Aman's experience includes successful integration of acquisitions and strategic roles across Torrent Group's diverse sectors.
Assam govt signs investment agreements amounting to Rs 22,900 crore
Assam government signed agreements worth Rs 22,900 crores under Advantage Assam 2.0. The event saw 20 major projects across sectors. Focus is on infrastructure, industry, and green energy. Projects include bridges, expressways, and solar power plants. Paper mills and recycling plants are also in progress. More investments are expected, with a similar event planned soon.
IOCL targets $1 trillion revenue by 2047, to enter data centres, nuclear power, battery and mining sectors
Indian Oil Corporation Ltd is strategically diversifying into sectors like data centers, nuclear power, and battery manufacturing to achieve $1 trillion in revenue and net-zero emissions by 2047. The company aims to significantly expand its refining and petrochemical capacities, alongside substantial growth in green energy and natural gas distribution.
EU, India join hands to find innovative solutions to combat marine pollution, work on hydrogen tech
The EU and India have launched two research and innovation initiatives under the EU-India Trade and Technology Council, investing Euro 41 million. These initiatives address marine pollution with focus on marine plastic litter and waste-to-renewable hydrogen technologies. The collaborative projects aim to develop sustainable solutions and foster technological advancements, involving researchers and industries from both regions.
Will these companies commit to ‘Make in India’? 8 MNC stocks with upside potential from just 7% to 70%
Imagine Apple did not have a manufacturing facility in India. It would have been in a very tight spot when Trump mega-tariffed China. Now, other MNCs with operations in China will also seek to derisk their supply chain. And India should be on top of the list. Of course, you can ask a pertinent question: Why, if the aim is to avoid tariff issues, do they not prefer the US? After all, that, according to President Trump, is the ultimate aim of the tariff war. However, the fact is that, even if these companies wanted to expand operations in the US, the cost (both of setting up and running operations) will be much higher than in India.
Union Minister HD Kumaraswamy backs thrust for EVs and green steel during review
Union Minister H D Kumaraswamy has urged for increased research to eliminate pollution in the steel sector and emphasized domestic electric vehicle production. Reviewing PM e-Drive and PLI schemes, he directed the Steel Ministry to prioritize R&D for zero pollution and enhance green steel production through strategic partnerships, including collaborations with Australian institutions.
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