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India’s renewable energy M&A space ripe, to see sustained growth in foreign funding: Experts

19 Aug 2021

India’s merger and acquisitions (M&A) platform in the renewable energy (RE) space is ripe with still few large developers looking at foreign capital, according to industry experts. A surge of deals in India has boosted the global M&A activity. According to experts, Adani’s sale of a minority stake in Adani Green to Total Energies for $2.5 billion was a key reason behind India outpacing US and China in RE M&A activity in the first half of 2021
highlighted in a BNEF report released this month. “H1 of 2021 saw M&A deals crossing the $3-billion mark with Adani’s deal causing the activity to be higher by about 161 per cent year-on-year,” said Hetal Gandhi, director, CRISIL Research. She said that while the size of the deal was definitely a key reason for the sharp growth, M&A activity has stayed strong with 2020 witnessing $3.7 billion in such deals. “We estimate investment requirements to be to the tune of about Rs 1.8 lakh crore over FY22 to FY24. This number is a healthy over 70 per cent increase in investments over the past three years,” said Gandhi. Animesh Damani, managing partner, Artha Energy Resources, a renewable energy consultancy, said that India has been on the radar for foreign investors for quite some time and the current numbers are definitely skewed because of the large Adani deal.

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