Solar may remain king, but India’s next renewable boom could be in batteries and transmission

illuminem summarises for you the essential news of the day, reviewed by our editorial team. Read the full piece on Business Today or enjoy below:

🗞️ Driving the news: India’s renewable-energy expansion is moving beyond solar generation, with battery storage and transmission infrastructure emerging as critical investment areas as the country works toward 500GW of non-fossil capacity by 2030

🔭 The context: India had 300.51GW of non-fossil capacity as of July 2026, including 164.59GW of solar and 58.14GW of wind
• Solar is expected to remain the main growth engine, with generation projected to increase by around 24% annually through 2030
• As renewable penetration rises, energy storage will be increasingly needed to shift daytime solar generation into evening demand, while transmission infrastructure must connect new renewable capacity with consumers

🌍 Why it matters: India’s next energy transition phase could create opportunities well beyond renewable developers, extending to batteries, substations, HVDC networks, grid automation, power electronics and digital energy-management systems
• Transmission is already emerging as a bottleneck, with some renewable projects facing curtailment because grid expansion has not kept pace with new generation

⏭️ What’s next: India needs roughly 199.5GW of additional non-fossil capacity to reach its 2030 target, while electricity demand is expected to grow around 6.4% annually, increasing pressure to build generation, storage and grid infrastructure in parallel

📈 One stat: India still needs approximately 199.5GW of additional non-fossil capacity by 2030 to reach its 500GW target

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