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India’s Wind Energy Surge: A Strategic Shift Towards Green Manufacturing

Created by Piyush Patel in Sector Update 16 Jun 2025

🌬️ India’s Wind Energy Surge: A Strategic Shift Towards Green Manufacturing

📅 Published: June 16, 2025

Author: Piyush Patel | Investor & Mentor | Profit From IT

🔗 Read more insights: ProfitFromIT.co.in/blog

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India marks Global Wind Day 2025 with a strategic focus on wind energy. Learn how this shift impacts India's renewable energy roadmap, manufacturing goals, and stock market outlook.

📰 Key Highlights from Global Wind Day 2025 – Bengaluru

Wind Energy at the Core: Wind energy was declared central to India’s renewable strategy and self-reliance vision.

Vision for Growth: The national policy emphasizes renewable energy for manufacturing and conventional energy for consumption.

Ambitious National Targets:
- 50% power capacity from non-fossil fuel sources by 2030
- Net-zero carbon emissions by 2070

Global Standing:
- 🌍 3rd Largest Renewable Energy Producer
- 💨 4th Largest Wind Power Installed Capacity

⚡ Strategic Priorities for Wind Energy Sector

Hybrid Energy Integration: Combining wind, solar, and battery storage (BESS) for round-the-clock reliable energy.

Tariff Efficiency: Efforts needed to reduce the per-unit cost, currently seen as high at ₹3.90/unit.

Boost in Domestic Manufacturing: Enhancing efficiency for both local use and global export potential.

Offshore Wind Push: 4 GW leasing areas identified in Gujarat and Tamil Nadu.

Expansion to New States: Development focus expanding into Madhya Pradesh, Telangana, and Odisha.

Modernised Grid Infrastructure: Investment in AI-powered forecasting and smart grid integration.

🏭 India’s Wind Turbine Manufacturing Snapshot

Manufacturing capacity: 225 kW to 5.2 MW turbines

33 models currently in production by 14 domestic companies

Competitive cost structure for global markets

📈 Stock Market & Investment Insights

🔍 Sectoral Impact

A strong positive sentiment is expected in sectors including:

Wind turbine manufacturing

Renewable EPC and storage systems

Grid modernization and smart forecasting solutions

🏢 Companies to Watch

Company	Segment	Rationale
Inox Wind	Turbines	Expanding capacity, localization benefits
Suzlon Energy	EPC	Improved fundamentals and wind project traction
NTPC Renewables	Integrated	Storage-linked renewable expansion
Sterlite Power	Transmission	Grid infrastructure and AI-integrated operations
GE India / Siemens India	Wind tech	Global expertise + local footprint

🏆 Top Performing States in Wind Capacity Addition (2025)

Rank	State	Added Capacity (MW)
1	Karnataka	1331.48
2	Tamil Nadu	1136.37
3	Gujarat	954.76

🔮 Long-Term Investor Outlook

✅ High-Growth Opportunity: India’s shift toward renewable-driven manufacturing could power industrial growth and improve margins.

✅ Cost-Efficient Energy: Lower cost of green energy supports India’s competitive edge in exports and manufacturing scale.

✅ Export Growth Potential: Local players could become global suppliers in the wind energy value chain.

⚠️ Risks to Monitor

Transmission infrastructure delays

State-level policy bottlenecks

Tariff mismatches with market expectations

🧾 Disclaimer

This blog is for informational and educational purposes only and does not constitute investment advice. All insights are based on publicly available data. Investors should do their own due diligence before making financial decisions.