The Equirus report said data centres, green hydrogen and night-time connectivity could add 15-20 GW of incremental solar demand annually from FY29, demand that is not reflected in CEA forecasts or analyst models. As a result, annual solar installations could rise from around 50 GW in FY27 to nearly 85 GW by FY30.

India's battery storage capacity surges to 2.7 GW, driven by rising power demand and renewable energy investments, says HSBC.

The Equirus report said data centres, green hydrogen and night-time connectivity could add 15-20 GW of incremental solar demand annually from FY29, demand that is not reflected in…