Reliance Industries Unveils Major Clean Energy Expansion Plans
Reliance Industries has unveiled major clean energy expansion plans at its 48th AGM, including scaling solar module manufacturing capacity to 20 GW, launching a 3 GW electrolyser plant, and building a gigawatt-scale battery storage facility with an initial capacity of 40 GWh per year.
September 01, 2025. By Mrinmoy Dey
“Hydrocarbons will remain crucial for India for years to come. Our strategy is simple – lead in traditional energy while simultaneously building the energy system of the future,” Mukesh Ambani, CMD, Reliance Industries, told shareholders at the company’s 48th Annual General Meeting.
The company’s Jamnagar facility has already begun producing heterojunction (HJT) solar modules. “We have successfully manufactured our first 200 MW of HJT modules, which offer 10 percent higher energy yield, 20 percent better temperature performance, and 25 percent lower degradation,” said Anant Ambani, Executive Director, Reliance Industries.
He further added that production capacity will now be scaled up to 10 GW annually and eventually to 20 GW, positioning Jamnagar as the world’s largest integrated solar manufacturing facility.
He shared that the battery Giga factory will start in 2026. “It will begin with 40 GWh per year capacity and expand modularly to 100 GWh per year,” he said.
“This year, we are building 55 CBG plants with an annual capacity of 0.5 million tonnes. Our target is to scale up to 500+ CBG plants by 2030,” Amabani said.
Reliance is also developing a 550,000-acre renewable energy hub in Kutch, Gujarat, where the company plans to install 55 MW of solar modules and 150 MWh of batteries daily – enough to potentially supply 10 percent of India’s electricity demand within the next decade.
The group’s electrolyser giga factory is expected to go live by end-2026, with a scalable capacity of up to 3 GW per year. This will support cost-competitive green hydrogen production at a global scale.
Mukesh Ambani reaffirmed the company’s target of bringing hydrogen costs below USD 1 per kg, calling it “a tipping point that will accelerate industrial adoption and position India as a global hub for green hydrogen and its derivatives.” Reliance is aiming for a green hydrogen equivalent capacity of 3 million tonnes annually by 2032.
He further added, “Our New and Clean Energy business is being built with a singular purpose: to make India self-sufficient in energy, and to resolve India's energy trilemma of security, affordability, and sustainability through world-scale giga manufacturing, through round-the-clock renewable electricity, and through green fuels and chemicals at global scale.”
He projected that the new energy business could rival the scale of Reliance’s oil-to-chemicals operations within the next 5–7 years.
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