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

Thanks for the insight!

So by the looks of it Green Hydrogen or Green Ammonia at a big level is a play for the already massive organisations and government PSUs.

Small cos like a Anup Engg or Man Industries or Time Techno (But that would happen much later) are very few. Mtars seemed like a good option but promoter selling too much stake and at 15% revenue growth their current valuations don’t seem justified.

Would love to hear from you if you feel any other ways to play this theme

And easier way to play this theme is by betting on the green side of things e.g Wind, Solar etc