Launched in 2026, LNK Energy aims to position itself as an integrated clean energy platform across the renewable value chain, spanning advanced solar manufacturing, renewable power generation and emerging green fuels. In an interview with Renewable Watch, Paritosh Ladhani, Kushagra Nandan and Varun Karad, Co-Founders, LNK Energy, discussed the motivation behind the platform, their green fuel and hydrogen strategy, how they plan to navigate the current global uncertainty, their concerns regarding manufacturing overcapacity and the company’s future growth plans. Edited excerpts…

What motivated you to build an integrated platform across the entire clean energy value chain rather than focusing on a single segment?

LNK Energy has been conceived at a time when energy security, industrial self-reliance and decarbonisation have become national priorities for India. The objective has been to build a long-term institution in clean energy rather than pursue short-cycle opportunities in a rapidly evolving sector. Clean energy manufacturing and infrastructure must be approached with the same discipline, scale mindset and execution rigour that characterises large industrial businesses. Technology decisions made at the manufacturing stage directly influence the performance of renewable power projects. Fragmented participation across the value chain may deliver short-term gains, but it does little to build durable industrial capability.

An integrated platform that combines manufacturing, renewable power generation and green fuels can improve supply chain visibility, enable better technology adoption and potentially enhance operational efficiency over the long term. At the same time, the energy transition is expanding into areas such as energy storage and green hydrogen. Companies that develop capabilities across multiple segments of the energy ecosystem may be better positioned to participate in these emerging opportunities. Our goal is to contribute to building India’s clean energy industrial base with patient capital, strong governance and global quality execution. Hence, LNK Energy plans to invest Rs 100 billion over the next five years toward building an integrated ecosystem of manufacturing, renewable energy generation and emerging clean energy technologies.

Can you outline the key milestones and timelines for the planned 6 GW facility at Chhatrapati Sambhaji Nagar, Maharashtra? Which technologies do you plan to produce?

Our manufacturing facility in Chhatrapati Sambhaji Nagar, Maharashtra, represents the first major step in building LNK Energy’s integrated clean-energy platform. The facility is planned as a 6 GW solar manufacturing complex covering solar cells and modules, with plans for phased backward integration into ingot and wafer manufacturing over time. It will focus on automation, process efficiency and internationally benchmarked production practices. Development will take place in stages. Our current timeline targets the commencement of module manufacturing by FY 2026, followed by solar cell production. Ingot and wafer manufacturing may be added as part of a phased backward integration strategy over the subsequent two to three years. Land for the project has already been secured, and the process of identifying equipment suppliers and engineering partners is under way.

From a technology perspective, the facility is being designed around high-efficiency TOPCon-based cell architectures, which currently represent a widely adopted technology in crystalline silicon solar manufacturing. At the same time, it will have sufficient flexibility to adapt to technological developments as the industry evolves. The Project is being developed as a private industrial investment. The intention is to develop manufacturing capabilities that can operate competitively within the broader global solar supply chain.

Read the complete interview on Renewable Watch Website