Adani Group Charts India's Energy Future with ₹2 Lakh Crore Power Capex and Nuclear Ambitions

Gautam Adani announces a comprehensive, multi-faceted energy strategy for India, spanning renewables, gas, hydropower, thermal power, hydrogen and nuclear. The plan includes 45 GW capacity target, a Rs 2 lakh crore investment, and HVDC transmission milestones, aiming to enhance energy security and sovereignty while expanding private sector participation.

In a sweeping declaration of strategic intent, Adani Group Chairman Gautam Adani on Tuesday outlined one of India's most ambitious integrated energy plans, covering renewables, thermal power, gas, hydropower, hydrogen, and nuclear energy — all under a single corporate umbrella.

Addressing shareholders at the Adani Enterprises Limited Annual General Meeting, Adani said the group's multi-layered energy strategy was designed to deliver sustainability, reliability, and round-the-clock power — especially at a time when geopolitical instability and global supply chain disruptions are threatening energy security worldwide.

On the ground, the group's execution is already in full swing. Four new MDO (Mine Developer and Operator) agreements have pushed the group's mining capacity to a record 145 million tonnes per annum (MTPA), cementing its status as India's largest private miner.

Meanwhile, Adani Energy Solutions has expanded its transmission order book to a staggering ₹72,000 crore. A key milestone is the Khavda–South Olpad HVDC line, a project that positions Adani as India's only private player with proven High Voltage Direct Current (HVDC) capability — a critical technology for long-distance, low-loss power transmission.

*₹2 Lakh Crore Power Bet: 45 GW in Five Years*

Adani Power is gearing up for what the Chairman described as the country's largest private sector power capital expenditure programme — a massive ₹2 lakh crore investment targeting 45 GW of capacity over the next five years. If realised, this would represent a transformational leap in India's private power generation landscape.

*Bhutan Hydro and a Nuclear Bet for Clean Baseload Power*

On clean energy, the group has inked a partnership with Bhutan's Druk Green Power Corporation to develop 5,000 MW of hydropower, strengthening regional energy cooperation while adding renewable baseload capacity to India's grid.

Perhaps the boldest signal yet: the group's foray into nuclear energy through Adani Atomic Energy, with a target of 10 GW by 2035. This makes Adani one of the earliest private movers into India's nuclear power sector — a domain gradually opening to private investment as the country races to meet its clean energy commitments.

*City Gas Crosses a Million Homes*

At the household level, Adani Total Gas has crossed 1.1 million Piped Natural Gas (PNG) home connections, rapidly expanding last-mile gas access across Indian cities amid rising energy demand.

Taken together, the Adani Group's energy blueprint spans the entire value chain — from coal extraction and gas distribution to solar, hydro, nuclear, and HVDC transmission. It is a bet not just on scale, but on India's long-term energy sovereignty in a world where power is increasingly geopolitical.