India’s transition to a low-carbon economy will be shaped not only by the deployment of clean technologies, but also by the strength of its domestic manufacturing ecosystems. As part of the Bharat Climate Forum’s efforts, Bharat Climate Forum, in collaboration with Dalberg undertook this series of sectoral pathway analyses to examine how India can build and scale manufacturing capability across six priority cleantech value chains: solar photovoltaics, wind energy, battery and energy storage, electric mobility, green hydrogen, and high-voltage transmission. The work maps current manufacturing strengths and structural dependencies on imported inputs and then sets out reforms required to reach ~50% domestic value addition by 2030. The analysis also quantifies the economic opportunity and job creation that deeper indigenization could unlock for India in domestic and global markets.

For each sector, our analysis explores the financial commitments needed to develop competitive manufacturing, how existing policy instruments and public schemes could be adapted or expanded, and the institutional resources and partnerships necessary to catalyze investment and capability building. We draw on extensive research into India’s manufacturing landscape, structured interviews with industry, policymakers, finance practitioners, and experts. Our collaboration with sectoral knowledge partners also ensures a rigorous understanding of technology pathways and market dynamics and grounds our recommendations in practical feasibility.