Adani commits Rs 2 lakh crore to fortify India’s energy, trade networks against global shocks

Adani Group has outlined a sweeping infrastructure expansion plan, committing about Rs 2 lakh crore annually over the next five years, as it flags rising global uncertainty and supply chain disruptions and seeks to position India against geopolitical shocks and external vulnerabilities.

“The global economy is jittery. From unpredictable supply chain breakdowns to sudden spikes in energy costs, nations are realizing that self-reliance is no longer just a talking point - it is an economic necessity,” the group said in a statement, adding that India must build “a network of energy and logistics infrastructure assets that are owned by India, keeping the nation less vulnerable to geopolitical shocks.”

At the centre of the strategy is a massive push into energy, as India continues to depend heavily on imports. The group noted that the country imports over 88% of its crude oil and 50% of its natural gas, leaving it exposed during global crises.


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To address this, India is targeting 500 GW of renewable energy capacity, with the Adani Group aiming to contribute nearly 10% of that. It plans to invest about ₹2 lakh crore in green energy infrastructure to build 50 GW of renewable capacity by 2030.

Alongside generation, transmission is a key focus area. Adani Energy Solutions Ltd is planning investments of over ₹1.5 lakh crore in high-voltage transmission infrastructure to ensure renewable power can be delivered reliably across the country.

“Generating green electricity is only half the job; moving it across the country reliably is the real challenge,” the statement said, highlighting the need for a modern, resilient grid.

Diversified power mix

The group also emphasised the need for a balanced energy mix rather than a complete shift away from conventional sources.

Karan Adani, Managing Director of Adani Ports & SEZ, said India needs “a highly diversified mix: solar, wind, advanced battery storage, green hydrogen, and cleaner coal.”

To ensure round-the-clock power availability, the group plans to invest another ₹2 lakh crore to build 42 GW of baseload power capacity by 2030. This would take its total energy portfolio to over 90 GW.

Trade realignment and logistics play

The conglomerate is also betting on shifting global trade patterns, as geopolitical tensions and trade wars drive supply chains towards regionalisation.

It cited the India–EU Free Trade Agreement signed in January 2026 as a key development, creating a “direct economic bridge” between Indian manufacturers and European markets.

To capitalise on this shift, the group is expanding its logistics footprint. It currently operates 15 ports, 12 logistics parks, and extensive rail infrastructure, handling roughly a quarter of India’s cargo.

The company is also investing in overseas assets, including Israel’s Haifa Port and partnerships such as with France’s Port of Marseilles, as part of a broader strategy aligned with the India-Middle East-Europe Economic Corridor.

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Expansion across sectors

Beyond energy and logistics, the group is scaling up infrastructure across sectors:

• Airport capacity is set to double to 200 million passengers annually by 2030
• Port capacity is expected to expand from 600 MMT to 1,200 MMT
• Cement capacity is targeted to rise to 155 MTPA by 2028
• Data centre capacity is planned to reach 1 GW by 2030

The group also highlighted its ongoing highway projects and recent completion of the Ganga Expressway, which is expected to be inaugurated later this month.

Moreover, the Adani Group said it plans to invest ₹2 lakh crore annually in greenfield infrastructure spanning renewable energy, transmission, airports, logistics, and data centres.

“Renewables remain a core capability for the Group, alongside emerging technologies such as battery storage,” it said, adding that it is also expanding into materials such as cement, aluminium, copper and defence manufacturing to support large-scale infrastructure development.