NTPC is drawing up an ambitious green hydrogen roadmap to diversify into clean energy, but early movers face sharp headwinds. Technology uncertainty, high pricing, limited local electrolyser manufacturing and still-maturing regulations could slow scale-up and raise costs. The bet hinges on how quickly costs fall and standards solidify enough for projects to move beyond pilots.
NTPC argues it is building a “bridge” between dependable coal generation and future renewables, insisting the transition won’t happen overnight. The stance raises a pointed question: can a company expanding major coal capacity truly position itself as a clean energy leader, or is it simply prolonging fossil dependence while renewables remain a long-term promise?
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NTPC Green Energy Ltd (NGEL), a NTPC group firm, will begin supplying 150 MW of solar power from a Rajasthan project on April 18, 2026. The move comes from a 300 MW venture called Project Sixteen Renewable Power Private Ltd. With this launch, NGEL’s total installed capacity is expected to rise to 10,276 MW, marking a key growth milestone.
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