Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution

Green Hydrogen Value Chain and stock ideas:
Please feel free to add any other companies venturing into the below mentioned space.

1. Energy providers

• Renewable Energy: These companies will provide renewable energy for the production of Green Hydrogen. Ex: Adani Green, GAIL, JSW etc & other Oil & Gas companies venturing into Renewable energy
• Biofules: Companies producing energy from Biomass. Ex: Praj Industries

2. Water Supply & Treatment: Companies supplying pure water which is very essential for the production of H2.
   Ex: Va Tech Wabag, Tata Chemicals, Ion Exchange

3. Electrolysers manufacturing: Companies manufacturing electrolysers.
   Ex: BHEL, L&T, Reliance, JSW Neo Energy, Waaree, Oriana

4. Hydrogen Storage: Companies making special storage units like cryogenic tanks for Hydrogen storage.
   Ex: Inox India, Linde India

5. Transportation: Gas & Pipeline companies may venture out for liquid hydrogen transport.
   Ex: GAIL, Petronet, Adani Total Gas (IDK)
   Shipping companies and ports
   Ex: GE Shipping, Adani Ports

6. Renewable Energy Storage: Renewables energy sources are not reliable to produce energy consistently, hence lot of Batteries would be required to store them.
   Ex: HBL Power, Waaree Solar, Amaron, Exide