India’s Industrial Energy Shift Could Create $100 Billion Green Investment Opportunity by 2030

New Delhi: India’s transition towards cleaner industrial energy systems could open up a massive $100 billion decarbonisation opportunity by 2030, according to a new joint report released by TDK Ventures and Theia Ventures.

The report noted that despite the huge potential, the sector remains significantly underfunded, with current investments standing at barely 40 per cent of the levels seen in developed economies.

According to the findings, industrial decarbonisation is no longer only an environmental objective but also an economic and strategic necessity for India. The country currently spends nearly $140 billion annually on energy imports, leaving it exposed to global geopolitical tensions and supply-chain disruptions.

The report stated that accelerating the transition of India’s industrial sector could help build a more self-reliant “fortress economy” capable of reducing external vulnerabilities.

It identified three major areas expected to attract strong technology and investment interest over the coming years — long-duration energy storage, industrial IoT and digital twins, and energy-efficiency technologies.

“India's decarbonisation journey is not just about adding renewable energy capacity. It also depends heavily on improving energy efficiency across industries,” said Ravi Jain.

He added that the opportunities in energy storage systems, industrial intelligence, and efficiency technologies are growing rapidly and present a long-term investment landscape for entrepreneurs and investors.

The report also highlighted that India stands at a crucial stage in its energy transition, with far greater opportunities available for startups and capital providers than widely understood.

“This report aims to provide founders and investors with a practical understanding of where the biggest high-impact opportunities exist and what is needed to scale them,” said Priya Shah.

The study further underlined that over the next decade, the shift towards industrial decarbonisation will be driven more by cost efficiency and cheaper localised resources rather than regulatory compliance alone.

With inputs from IANS