The green hydrogen and ammonia market in India continues to expand, supported by a growing project pipeline, supply agreements, investments in manufacturing and policy initiatives. Project activity in the country now spans green hydrogen production, green ammonia and methanol derivatives, mobility pilots, refinery-linked applications and electrolyser manufacturing.
The Green Hydrogen Monitor report by India Infrastructure Research tracks key recent developments across India’s green hydrogen and green ammonia market, including project announcements, supply agreements, tenders and auctions, project pipeline, state-wise capacity distribution, major developers and offtakers, as well as trends in electrolyser manufacturing capacity. This article presents a snapshot of the sector.
Market overview
India’s green hydrogen and derivatives market is still in an early build-out phase, with a large part of the pipeline concentrated in bidding, awarded and under-construction stages. As of May 2026, India Infrastructure Research has tracked around 9.86 million tonnes per annum (mtpa) of green hydrogen capacity and 18.47 mtpa of green ammonia capacity under bidding. A further 1.14 mtpa of green hydrogen capacity and 6.41 mtpa of green ammonia capacity has been awarded, while another 1.55 mtpa of green hydrogen and 7.22 mtpa of green ammonia capacity is currently under construction. Operational capacity remains limited at about 14,720 tonnes per annum (tpa) of green hydrogen and 1,750 tpa of green ammonia. Around 110,000 tpa of previously announced green hydrogen capacity has also been cancelled, indicating that project implementation remains a key challenge for the sector.
Regional distribution
Green hydrogen, green ammonia and electrolyser manufacturing projects are present in 18 states and two union territories, along with seven pan-India initiatives. Regionally, southern India accounts for 49.57 per cent of the total mapped green hydrogen and ammonia capacity, making it the largest cluster by a wide margin. The western region follows with 22.93 per cent, supported by industrial infrastructure and port-led activity in Gujarat and Maharashtra. The eastern region accounts for 20.27 per cent, where, despite strong industrial potential, the sector is still emerging, while the northern region holds only 7.22 per cent.
At the state level, as of May 2026, Gujarat leads the market with a total tracked green hydrogen and ammonia capacity of 9.07 mtpa, supported by port activity in Kandla, Dahej and Kutch. Odisha follows closely at 8.55 mtpa, with a coastal cluster spanning Jagatsinghpur, Gopalpur, Ganjam and Paradip, where developers such as ACME, Avaada, Sembcorp and Welspun have set up their projects. Andhra Pradesh stands at 8.41 mtpa, driven by the emerging Kakinada hub, while Karnataka (Mangaluru cluster) and Tamil Nadu (V.O. Chidambaranar port, Thoothukudi) have total capacities of 5.81 mtpa and 5.39 mtpa respectively.
Pipeline trends
The project pipeline is characterised by a combination of small demonstration projects and GW-scale developments. Projects exceeding 1,000 MW by electrolyser capacity account for the highest number of tracked projects at eight, representing a cumulative capacity of approximately 14.97 GW, as of May 2026. This is followed by five projects below 10 MW, three projects in the 10-50 MW range, two projects in the 250-1,000 MW category and one project in the 50-250 MW range.
By application, the market is primarily driven by industrial and captive consumption, export-oriented green ammonia and green methanol production, and mobility and blending pilots. Standalone green hydrogen projects account for 59 per cent of the tracked projects, while standalone green ammonia projects represent 36 per cent, and integrated hydrogen-ammonia projects account for the remaining 5 per cent. While the pipeline remains largely hydrogen-focused, integrated projects are gradually gaining traction, particularly for export-oriented purposes.
The project pipeline remains distributed across multiple developers, with no single private player dominating the market. The NTPC Group accounts for 33 per cent of the total number of tracked projects, followed by the ACME Group at 28 per cent, ReNew at 16 per cent, the Avaada Group at 13 per cent and the Adani Group at 10 per cent. ACME stands out with awarded commitments totalling about 6.45 million metric tonnes per annum of green ammonia across fertiliser facilities in Gujarat, Odisha, Goa and West Bengal. Further, the participation of entities such as the V.O. Chidambaranar Port Authority suggests that growing export opportunities are drawing infrastructure and logistics players into the green hydrogen value chain.
Electrolyser manufacturing
India Infrastructure Research has tracked over 17.93 GW of electrolyser manufacturing capacity in the pipeline, spanning multiple stages of development. As of May 2026, approximately 6.65 GW of manufacturing capacity is currently under bidding, while another 3.3 GW has been awarded. A further 8.5 GW is under construction and 2 GW is already operational. The segment is also becoming increasingly technologically diversified, with projects covering alkaline, proton exchange membrane, anion exchange membrane and solid oxide electrolyser cell technologies.
Gujarat remains the leading manufacturing hub with 10.25 GW of tracked electrolyser manufacturing capacity, supported by facilities planned across Jamnagar, Mundra, Hazira and Sanand. Maharashtra follows with 2.7 GW, while Karnataka and Andhra Pradesh account for 2.14 GW and 2 GW respectively. The remaining states collectively account for 845 MW of capacity.
Among developers, the Adani Group and Reliance Industries lead the manufacturing pipeline with 5.3 GW each of tracked capacity. They are followed by the Ohmium Group with 2.14 GW, the Greenko Group with 2 GW, homiHydrogen with 1.6 GW and H2e Power with 1.2 GW. Overall, approximately $5 billion of investment commitments have been tracked across electrolyser manufacturing projects in India.
Tenders and auctions
Recent tender activity in the green hydrogen and ammonia space has covered production, mobility and infrastructure development. In March 2026, the Deendayal Port Authority invited bids for a fuel cell-based power generation unit in Gujarat, while the V.O. Chidambaranar Port Authority floated a tender for a 2 MW electrolyser project capable of producing 600 kg of green hydrogen per day. Moreover, NeuEN Green Energy secured Numaligarh Refinery Limited’s green hydrogen tender in Assam for 10,000 mtpa of supply under a build-own-operate model. The discovered tariff of Rs 279 per kg remains one of the lowest green hydrogen prices recorded in India to date.
In April 2026, Maharashtra State Power Generation Company Limited invited bids for consultancy services for a proposed green hydrogen and green ammonia project involving an initial 2 kilotonne per annum green hydrogen plant. NTPC Green Energy Limited and NTPC Limited also issued tenders for hydrogen fuel cell buses under their green hydrogen mobility projects in Gujarat and Odisha, respectively.
Key developments
Recent developments in the space demonstrate an increasing focus on integrated hydrogen value chains, spanning production, end-use applications and equipment manufacturing. In March 2026, Reliance Industries signed a 15-year green ammonia supply agreement with Samsung C&T Corporation of South Korea valued at over $3 billion, highlighting increasing export opportunities for Indian producers. Policy support also strengthened with the issuance of standards for green ammonia and green methanol under the National Green Hydrogen Mission.
Green ammonia offtake activity accelerated significantly during April 2026. NTPC Renewable Energy Limited, Jakson Green, TrueRE Oriana Power, L&T Energy GreenTech and the ACME Group signed supply agreements covering more than 885,000 tpa of green ammonia. The agreements covered domestic fertiliser demand as well as export-oriented production.
May 2026 witnessed an increase in project activity and partnerships. Ohmium International and InSolare Energy partnered to develop a 4 MW green hydrogen project for NLC India in Tamil Nadu, while YamnaCo received approval for the first phase of its proposed 1 mtpa green ammonia project in Andhra Pradesh. In the manufacturing space, Advait Energy Transitions partnered with TECO Fuel Cell Technology to support hydrogen fuel cell manufacturing in India.
Outlook
Overall, the green hydrogen and ammonia market is witnessing increasing activity across production, offtake, manufacturing and end-use applications. At the same time, capacity remains concentrated in a few states, developers and large-scale projects. Moreover, operational capacity remains only a small fraction of the announced pipeline. Going forward, timely project commissioning and the expansion of domestic demand and export markets will be critical for translating the current pipeline into large-scale deployment and more balanced sector growth. For now, India’s green hydrogen and ammonia sector is moving beyond announcements, but it is yet to reach industry-wide commercial scale.
