Reliance Industries’ ₹1.5 Lakh Crore New Energy Expansion to Power Growth from FY27
Reliance Industries Ltd (RIL) has announced a major step in its clean energy roadmap with a ₹1.5 lakh crore investment in its New Energy business, marking a significant stride toward India’s renewable future. The company plans to integrate hydrogen, solar, wind, fuel cells, and battery storage through its Renewable Energy Round-the-Clock (RE-RTC) projects, expected to begin production next year.
This integrated approach will enable Reliance to provide uninterrupted renewable energy, reinforcing India’s ambition to become a global clean energy hub. The initiative aligns with the national renewable energy targets and Reliance’s strategic goal of achieving net-zero emissions by 2035.
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Reliance’s Gigafactory Expansion at Jamnagar
The conglomerate’s solar cell gigafactory at Jamnagar will start operations next month, while its battery manufacturing facilities are slated to begin early next year. Reliance has already commissioned four photovoltaic (PV) module lines, marking rapid progress toward full-scale production capability.
The upcoming factories will enhance backward integration through the manufacturing of wafers, polysilicon, and ingots — a move that will establish a fully self-reliant solar value chain in India.
As part of its forward-looking financial strategy, Reliance expects its new energy vertical to begin contributing to revenue and EBITDA from FY26–27. This transition phase marks the monetization of the group’s multi-year green investments.
| Segment | Development Stage | Expected Contribution |
|---|---|---|
| RE-RTC Projects | Starts next year | FY27 onwards |
| Solar Gigafactory | Operational next month | Full integration with PV modules |
| Battery & Hydrogen | Early next year | Long-term EBITDA driver |
Q2 Concall Highlights: Building on Core and Future Growth
Reliance Industries’ Q2 concall reaffirmed its focus on technology-led diversification and prudent capital management. With a quarterly capex of about ₹40,000 crore fully funded by internal accruals, the company continues to expand across Digital, Retail, O2C, and New Energy segments while maintaining low leverage.
- 🔹 Digital & Retail: Strong growth in 5G, AI infrastructure, FMCG, and Quick Commerce.
- 🔹 O2C Segment: Supported by stable refining margins and domestic placement.
- 🔹 New Energy & AI: Long-term growth engines over the next decade.
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Analysts believe the company’s renewable pivot, coupled with its digital expansion, can significantly enhance its long-term valuation. As Reliance transforms into a multi-platform energy and technology powerhouse, its early-mover advantage in green infrastructure could position it as a global clean-tech leader.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, notes that Reliance’s ₹1.5 lakh crore clean energy investment is a transformative step. Backward integration, gigafactory expansion, and financial discipline position the company as a key beneficiary of India’s renewable wave.
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Related Queries on Reliance New Energy Strategy
- When Will Reliance Start Its RE-RTC Projects?
- How Will the Jamnagar Gigafactory Boost India’s Solar Value Chain?
- What Financial Impact Will Reliance’s Green Energy Plan Have from FY27?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
