Why green hydrogen, why India, why now

India has moved from targets to signed contracts

Green hydrogen is no longer a policy aspiration in India. Production capacity has been awarded, electrolyser manufacturing is incentivised, and the components inside those electrolysers are still largely imported.

5 MMTgreen hydrogen a year by 2030 (National Green Hydrogen Mission)

862 ktpaproduction capacity already awarded incentives

3,000 MW/yrelectrolyser manufacturing awarded under SIGHT

60–100 GWelectrolysers India needs for its 5 MMT goal

Three shifts

Why the window is open now

Localisation pays

SIGHT rewards domestic value addition in electrolyser stacks, and domestic value addition in alkaline diaphragms is close to zero today. An Indian separator is the fastest way for makers to raise it.

China+1 is real

China holds around 60% of global electrolyser manufacturing capacity. Buyers in India, Europe, the Gulf and the US are diversifying their supply chains and specifying on performance.

Suppliers are being chosen

The global market is consolidating. The winners will be the suppliers qualified into stacks over the next one to two years.

Sources: MNRE; Business Standard / MNRE (24 Sep 2026); IEA Global Hydrogen Review 2025; Dalberg / Bharat Climate Forum (Mar 2026); PV Magazine India.

The separator is about 1% of an electrolyser's cost, but it sets the efficiency of the other 99%.

The build-out

A decade of electrolyser demand

Every megawatt of alkaline electrolysis needs roughly 150 m² of separator, plus replacements every 7–10 years.

~150 m²of separator per MW of alkaline electrolysis (estimate)

75–80%alkaline share of the electrolyser market

~₹19,744 CrNational Green Hydrogen Mission outlay

7–10 yrstypical stack rebuild cycle, a second demand stream

Sources: MNRE; BNEF via Hydrogen Insight; Greenprastha estimate at 0.4 A/cm².

The component gap

Electrolysers are being bought now. Their membranes are not made here.

The capacity India has already awarded will be built with electrolysers ordered over the next few years, and replacement separators will be needed for decades after. Today almost all of those separators are imported.

“The relative absence of domestic membrane development and manufacturing in India.”IIT Bombay, on the need for the Gogri Hub for Membranes Research (April 2024)

Per gigawatt

~150,000 m² of separator

Roughly 150 m² of separator per MW of alkaline electrolysis, before replacements.

Recurring

Replaced every 7–10 years

Stacks are rebuilt through the life of a plant, so separator demand repeats.

Policy

Local value addition rewarded

India's electrolyser incentives reward domestic value addition in stacks.

Beyond India

Specified on performance

Stack makers worldwide choose separators on efficiency and durability, where Nerva H2Sep 500 outperforms the commercial benchmark in cell tests.

Sources: Greenprastha estimate at 0.4 A/cm² (separator area); Business Standard / MNRE (24 Sep 2026); timelinedaily.com (IIT Bombay Gogri Hub, 24 Apr 2024).

Beyond India

Built in India, for the world

India's trade agreements with the UAE, EFTA, the UK and the EU lower barriers for Indian components, and international stack makers are looking for higher-performance components.

Middle East

Gulf

Hydrogen giga-projects and industrial parks building electrolyser capacity.

EU & EFTA

Europe

Stack makers specifying higher-performance, well-documented components, with EU FTA duty cuts from 2027.

Partners

Rest of world

Stack makers and projects served directly and through regional partners.

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