Linde India
We investors often get confused with the name Linde India. Formerly , it was known as IOL- Indian oxygen limited, BOC India and Praxair India.
Linde India is in to marketing of industrial grade packaged Gas like hydrogen and oxygen and other gases which includes welding , Gas cutting. Gas is delivered in cylinders either compressed like LPG or Cryogenic in liquid form. Hydrogen they supply is not be necessarily green hydrogen which they supply to different industries- small big to meet their regular requirement and medical grade oxygen to hospitals. Yes , their business is good , they make good profit , but they are in no way connected with Green hydrogen EPC at all.
However , their parent company Linde Plc is in to Green hydrogen and they make PEM electrolysers. In India they have another unlisted entity called “Linde engineering pvt limited” who has started Some work on Green hydrogen EPC on a small scale. We are yet to see any major order book and since it is not a listed entity, we don’t come to know any update
Regarding Anup engineering , Yes it could be a proxy play to green hydrogen especially EPC.
On hydrogen Cars , Buses ,. …why name only Olectra…every one in the world has Hydrogen technology since decades both as IC & Fuel cell, & Hybrid - Tata , Leyland , Mahindra , Maruti , and all MNC Auto manufacturers…Leyland is supplying it’s Hydrogen Buses for the pilot project in Delhi. If hydrogen refuelling stations are made available and govt subsidy is given then everyone will make hydrogen vehicles - though it would take quite some time in India for a full scale Hydrogen automobiles. Now it is time for EV…though Elsewhere in the developed nations, Hydrogen vehicles have started plying in plenty.
GFCL - Gujarat FluoroChemicals makes speciality Fluoropolymers which finds its use in Hydrogen Fuel cells for electricity generation , Solar panels and EV batteries
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