By Kalpana Pathak
Copyright indiatimes
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A majority of the eight companies selected in the first tranche of the production-linked incentive scheme for making electrolysers are likely to defer the commissioning of their units to 2027 against the 2026 deadline, people familiar with the matter said. The reason: lack of demand. Electrolyser is a specialised equipment for producing green hydrogen and green ammonia. But its demand is yet to pick up due to slow progress of tenders for electrolyser-based projects. Green hydrogen is hydrogen gas produced by using clean energy for electrolysis.Ministry aware of situationIt is essential for decarbonising industries. “We have planned to be ready by the PLI-mandated timelines. However, based on recent tenders for electrolyser-based green ammonia projects, the demand for electrolysers would be in 2027. Therefore, to avoid idle assets, we are working to align readiness with the demand of electrolysers,” said Vivek Bhide, regional president (India) at John Cockerill, which has tied up with AM Green (formerly Greenko) to set up a 2 GW electrolyser facility in Kakinada, Andhra Pradesh. Live EventsBesides John Cockerill Greenko Hydrogen, the other seven firms that had won bids under the electrolyser PLI scheme in the first tranche include: L&T Electrolysers, Reliance Electrolyser Manufacturing, Adani New Industries, Jindal India, Advait Infratech, HomiHydrogen, and US-based Ohmium International. The companies anticipate that the demand for electrolysers will be pushed to 2027 and they have apprised the Ministry of New and Renewable Energy (MNRE) of the situation, seeking extension of their commissioning deadline to 2027 an industry executive told ET on the condition of anonymity. The ministry, however, said it expects the capacities to be commissioned by August 2026 — the completion period for the first tranche of the PLI scheme awarded in January 2024. “MNRE and SECI (Solar Energy Corporation of India, the implementing agency for renewable energy) have been regularly reviewing the progress of the electrolyser manufacturing capabilities. As of now, there is no concern regarding the timelines for commissioning,” it told ET in an emailed response. Under the National Green Hydrogen Mission, India targets to generate five million tonnes per annum (mtpa) of green hydrogen by 2030. This will mean a lot of demand for an electrolyser if these targets are to be met, Bhide of John Cockerill said. “So far, in 2025, tenders equivalent to approximately 1,000 MW have been awarded to green hydrogen and green ammonia developers,” he said. “The time to deliver green molecules would be 30-32 months. Based on this, the electrolyser demand is shifting to 2027 and beyond.” Add as a Reliable and Trusted News Source Add Now!
The other seven firms did not respond to emailed queries until press time.(You can now subscribe to our Economic Times WhatsApp channel)
Read More News onelectrolysersgreen ammoniaPLI schemegreen hydrogendemandJohn CockerillAM GreenL&T ElectrolysersReliance Electrolyser ManufacturingAdani New Industries
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(You can now subscribe to our Economic Times WhatsApp channel)Read More News onelectrolysersgreen ammoniaPLI schemegreen hydrogendemandJohn CockerillAM GreenL&T ElectrolysersReliance Electrolyser ManufacturingAdani New Industries(Catch all the Business News, Breaking News, Budget 2025 Events and Latest News Updates on The Economic Times.) Subscribe to The Economic Times Prime and read the ET ePaper online….moreless
