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Reliance has already commissioned multiple solar module and solar cell production lines and has secured ALMM listing for both modules and cells, the management said. Photograph: (AI)
Reliance Industries has significantly expanded its battery energy storage system (BESS) manufacturing ambitions, scaling up planned battery cell capacity to 100 GWh, as the conglomerate accelerates the build-out of its clean energy ecosystem spanning storage, solar manufacturing, renewable power generation, green hydrogen and green ammonia.
Speaking during the company’s Q4 FY26 earnings call, Karan Suri, Senior Vice President – New Energy, said equipment orders for the battery facilities have already been placed and construction activities are progressing rapidly. “We are now scaling the capacity to 100 gigawatt hours, where the equipment, the production line, equipment orders have already been placed,” Suri said. He added that the expansion would make Reliance “one of the largest non-China LFP manufacturers globally.” The first phase of the project comprises 40 GWh of battery cell and BESS manufacturing capacity, with commissioning expected to begin progressively during the year. For context, India is slated to require 61 GW/218 GWh of  energy storage by 2030 and 97 GW/362 GWh by 2032 to ensure grid reliability.
Alongside storage, Reliance said its solar manufacturing programme continues to advance at pace. The company has already commissioned multiple solar module and solar cell production lines and has secured ALMM listing for both modules and cells, a milestone management described as the first for domestically manufactured HJT-based products. “Module and cell which has already been commissioned, number of lines. We have achieved the ALMM listing for both the module and the cell, the first for HJT lines in the country,” Suri said.
Reliance also reiterated progress on its fully integrated solar manufacturing chain, covering polysilicon, ingots, wafers, cells, modules and solar glass. According to the company, commissioning activities across these facilities are progressing and it aims to bring the integrated manufacturing ecosystem online over the next few quarters. The company has expanded its solar manufacturing target to 20 GW of fully integrated capacity, positioning itself among the largest integrated solar manufacturers globally.
On the renewable generation front, Reliance said development work is progressing rapidly at its massive energy hub in Kutch, Gujarat. The company is developing a round-the-clock renewable energy generation complex spread across 5.3 lakh acres, with detailed engineering already underway across 12 project parcels. Transmission infrastructure is also being rolled out, with EPC contracts awarded for both the Kutch-Lakadia transmission corridor and a dedicated Kutch-Jamnagar 765 kV captive transmission line.
The renewable power complex is expected to serve as the backbone for Reliance’s green hydrogen and green ammonia ambitions. At Jamnagar, the company said engineering, fabrication and modularisation work is progressing for the green chemicals complex that will house large-scale green hydrogen and green ammonia production facilities. “We have also started work at rapid pace at Jamnagar for the green chemicals complex, where the detailed engineering, fabrication, modularization work is happening at good speed for green hydrogen, green ammonia trains,” Suri said.
In a major commercial development, Reliance announced that it has signed what it described as “probably one of the world’s largest green ammonia supply contract” with Samsung C&T. Management said the agreement demonstrates growing confidence among global buyers in Reliance’s integrated renewable energy and green chemicals platform. The company further disclosed that it is in advanced discussions with potential offtakers across Japan, South Korea and Europe, indicating that additional supply agreements could follow in the coming quarters.
The updates underline Reliance’s strategy of building an end-to-end clean energy value chain, combining renewable power generation, solar manufacturing, battery storage, green hydrogen and green ammonia production under a single integrated platform.
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