Reliance Kutch hub targets 40 bn green units in FY27

What Reliance announced at the 49th AGM

Reliance Industries Ltd. (RIL) has outlined the scale-up of its clean energy push, anchored by a large integrated renewable energy hub in Gujarat’s Kutch region. Executive Director Anant Ambani, speaking at the company’s 49th Annual General Meeting (AGM), said the project is being built to generate more than 40 billion units of green electricity every year once fully operational.

Reliance framed the Kutch development as a key part of its plan to build what it described as the world’s first fully sovereign clean energy ecosystem. The company also linked the Kutch build-out to its broader manufacturing ambitions in batteries and other new energy components, as it works toward commercialisation.

The Kutch project: land scale and integrated design

Reliance said it is developing the renewable energy hub across 5.5 lakh acres (550,000 acres) in the arid Kutch region. The company’s plan is built around integration, combining solar generation with Battery Energy Storage Systems (BESS) so that electricity can be delivered round the clock.

Anant Ambani said the hub is designed to provide 24×7 power at gigawatt scale through a single integrated architecture that pairs solar generation with battery storage systems. The company’s stated intent is to make this platform one of the lowest-cost sources of round-the-clock green electricity.

Output target: 40 billion units and India demand share

The headline number from Reliance’s AGM presentation was annual generation of “over 40 billion units” of green electricity from the integrated hub when it is fully operationalised. The company described this as roughly 3% of India’s current annual electricity requirement.

In parallel, Reliance also said the platform is designed to meet approximately 10% of India’s electricity demand within a decade. The company did not provide a single capacity figure for the full hub in the provided details, but it emphasised the build scale and the ability to deliver round-the-clock power.

Daily deployment pace at peak installation

Reliance shared operational installation metrics that indicate the pace it is targeting at peak build-out. At peak installation, the Kutch site is expected to deploy 55 MWp of solar modules and 150 MWh of battery containers daily.

These figures are aimed at conveying how quickly generation and storage capacity can be added as the project ramps up. The company has positioned the combined solar and storage configuration as central to delivering stable power rather than variable output.

Transmission: Kutch-Jamnagar corridor for 24×7 green power

To move power from Kutch to demand centres and associated industrial operations, Reliance said a dedicated Kutch-Jamnagar transmission corridor will deliver 24×7 green power. The company has linked the Kutch hub with its Jamnagar clean energy build-out, describing both assets as part of the same integrated strategy.

The transmission corridor is presented as an enabling layer for round-the-clock delivery, supporting both captive demand and other green energy applications referenced by the company.

Commercial timeline: revenue this year, battery commissioning in FY27

Reliance said commercial revenue generation from its new energy business will begin this year through solar module sales. It also stated that the battery factory is scheduled for commissioning during FY27.

On generation, Reliance said solar generation is expected in FY 2026-27 for captive use and green fuel production. These milestones indicate that near-term monetisation is expected via manufacturing (solar modules), while broader system ramp-up continues toward integrated, round-the-clock power.

Manufacturing scale-up: 120 GWh battery ambition

Reliance has committed to scale its Battery Energy Storage Systems (BESS) and Cell Giga Factory to an annual capacity of 120 GWh. The company said this would position it as one of the world’s largest manufacturers of lithium iron phosphate (LFP) batteries upon commissioning.

This manufacturing ambition is linked to the Kutch hub’s operating model, where storage is not an add-on but a core component of delivering firm, round-the-clock green electricity.

Jobs and ecosystem: 2 lakh roles tied to Jamnagar and Kutch

Anant Ambani said the Jamnagar Green Energy Giga Complex and the Kutch renewable energy hub together are expected to create around two lakh jobs. He described the employment base across a wide range of roles including engineers, technicians, operators, construction workers, farmers and entrepreneurs.

The jobs estimate is part of Reliance’s broader narrative that the clean energy programme is not only a generation project but also a manufacturing and ecosystem build-out across Gujarat.

Green ammonia: $1 billion Samsung C&T agreement

Reliance also disclosed that it has signed a $1 billion green ammonia agreement with Samsung C&T. Anant Ambani described it as among the largest green ammonia offtake contracts in the world and said it validates the commercial competitiveness of Reliance’s green energy platform.

While the company did not provide additional contract terms in the provided details, the announcement was positioned as evidence of market demand for products linked to the wider clean energy ecosystem.

Key numbers at a glance

Market impact and why the details matter

Reliance’s announcements combine three elements that investors typically watch in large energy transitions: scale, integration, and commercial timelines. The company highlighted scale through the 550,000-acre footprint and the over-40-billion-units annual output target, and it stressed integration by combining solar generation with storage to supply 24×7 power.

The commercial sequencing is also explicit in the company’s updates. Reliance said revenue from the new energy business will begin this year through solar module sales, with battery factory commissioning scheduled for FY27 and solar generation expected in FY 2026-27 for captive use and green fuel production.

If executed as described, the combination of generation assets, a dedicated transmission corridor, and battery manufacturing at a stated 120 GWh annual capacity would represent a vertically linked platform spanning equipment, storage and delivered electricity.

Conclusion

Reliance has set out a roadmap that ties together a 5.5 lakh-acre Kutch renewable hub, round-the-clock solar-plus-storage delivery, and the start of commercial revenue through solar module sales this year. The next milestones the company has flagged are solar generation in FY 2026-27 and battery factory commissioning during FY27, alongside continued build-out of the Kutch-Jamnagar transmission corridor.