Riding India’s Energy Transition Tailwinds
India’s energy demand is expected to grow faster than most major economies, accounting for over 23% of global incremental demand by 2050. Meeting this demand growth requires a balanced approach, strengthening energy security, scaling infrastructure and progressively reducing carbon intensity. Ongoing policy reforms, governance enhancement and sustained investments across the energy value chain are creating durable conditions for long-term, capital efficient growth.
of India’s cumulative installed electricity capacity now comes from non-fossil fuel sources, achieved five years ahead of the 2030 NDC target, reinforcing the credibility of India’s energy transition pathway.
Quantifying the Opportunity
Demand & Scale
Policy & Energy Transition
Infrastructure & Capital Formation
Source: “Why India Is the Future of Energy”, India Energy Week official website, IndiaEnergyWeek.com, PNGRB, India’s Natural Gas Demand Report
For ATGL, these developments translate into a long-term growth opportunity. Our CGD network, complemented by clean mobility and biomass-based gas initiatives, positions us to benefit from expanding gas infrastructure, rising urban demand and policy-backed transition pathways, creating a scalable, resilient and future-ready energy platform.
Building Scale, Strengthening Reach: A Strong and Expanding CGD Platform
We leverage over two decades of execution expertise to build intergenerational gas infrastructure across our authorised Geographical Areas. Our strategy focuses on network densification, accelerated customer acquisition and high asset utilisation.
Our Focus Areas
Pipeline Network
Steel Network (Inch - kms)
CNG Network
CNG Stations
PNG Network
Domestic PNG Connections (in lakhs)
Commercial PNG Connections
Industrial PNG Connections
Outcome
Disciplined Capital Allocation and Financial Strength
Our capital strategy is anchored in high return assets, phased capital deployment and balance-sheet resilience.
Our Approach
- Drive capital efficiency by focusing on high return, customer-centric segments, ensuring asset sweating through the prioritisation of faster payback opportunities
- Deploy capital in a disciplined manner through phased investments in long-gestation assets to ensure capital efficiency and balance sheet strength
- Strengthen credit profile through prudent capital management by sustaining growth, low leverage, and strong liquidity
Key Financial Outcomes
Robust Financial Performance
Technology-Led Operational Excellence
Digital capability is embedded across our operations.
Enablers
- Competitive and diversified gas sourcing framework
- SOUL – unified enterprise digital platform
- MyAdaniGas App enabling high levels of digital customer engagement
- IoT-enabled asset monitoring and analytics-driven decision-making
Outcome
Diversification into Future-Ready Energy Solutions
We are evolving beyond CGD to build a comprehensive clean energy and mobility ecosystem.
Key Pillars
- E-Mobility: Nationwide EV charging network crossed 5,000+ Charge Points across 225+ cities
- Biomass (CBG): Operational Barsana plant with feedstock capacity of 225 TPD and MSW-to-CBG projects under development
- LNG: Retail LNG solutions for transport and mining sectors
Resulting in
A Scalable Transition Portfolio with Measurable Growth Potential
- 225+ cities enabled through the 5,100 EV Charge Points, establishing one of India’s leading clean mobility platforms
- India’s largest CBG facility at Barsana operational, with 750+ TPD MSW-to-CBG capacity under development
- Key Milestone in regional expansion of Harit Amrit brand for the sale of organic fertiliser across Uttar Pradesh, Madhya Pradesh and Gujarat
- First LNG retail outlet commissioned, with multiple LNG stations under execution for heavy transport and mining
- Business aligned to structurally growing markets supported by national targets of:
ESG-Led, Responsible Growth
Sustainability is Integral to our Strategy and Execution.
Our Commitment
- Alignment with global ESG frameworks
- Decarbonisation, safety and resource efficiency embedded in operations
- Community and biodiversity initiatives under Greenmosphere
- Continuous improvement in ESG performance metrics
Outcome
- Our DJSI net ESG score improved from 62 to 72, placing the Company 9th globally in the Gas Utility sector.
