Adani Group Targets Nuclear Supremacy, Pledging 10 GW Capacity by 2035 Amid Infrastructure Surge

Adani Group Targets Nuclear Supremacy, Pledging 10 GW Capacity by 2035 Amid Infrastructure Surge​

The Adani Group is marking a major pivot into atomic energy, committing to build 10 gigawatts (GW) of nuclear power capacity by 2035. This declaration signals the conglomerate’s deep integration into India’s long-term energy security framework. The commitment is being made alongside an aggressive expansion across its entire integrated power platform, which includes thermal, renewable, hydro, and gas assets.

During the group's annual general meeting, Chairman Gautam Adani confirmed that land has been identified for Adani Atomic Energy. He stated that this venture is a strategic move to secure India’s energy future in an era of geopolitical uncertainty and rising electricity demand. Adani highlighted that by targeting 10 GW by 2035, the group is positioning itself early to provide clean, round-the-clock power domestically.

Accelerating Power Generation and Clean Energy Transition​

The conglomerate is driving a massive investment wave across the energy value chain, aiming to be central to India’s evolving energy strategy. Adani Power is spearheading this charge, committing investments exceeding Rs 2 lakh crore with an aim to reach 45 gigawatts of generation capacity within five years. This ambition addresses the need for reliable and affordable power that reduces external dependencies.

Adani Energy Solutions has seen significant growth in its transmission sector, reporting a transmission order book reaching Rs 72,000 crore this year. The company remains India’s sole private-sector player possessing proven HVDC capabilities, bolstered by projects such as the Khavda-South Olpad high-voltage direct current transmission line.

Beyond domestic commitments, Adani is actively expanding its low-carbon energy footprint. A new partnership has been announced with Bhutan's Druk Green Power Corporation to jointly develop 5,000 megawatts of hydropower projects, which strengthens regional cooperation while adding renewable baseload generation capacity.

Massive Investment and Infrastructure Expansion​

The group’s dedication to infrastructure resilience is reflected in its massive financial commitment. Adani stated that the company invested a record more than Rs 1.5 lakh crore into infrastructure during the FY 2025-26 fiscal year alone. This expenditure accounts for over 30 per cent of India's total new private-sector capital expenditure, reinforcing the group’s foundational role in national development.

The conglomerate is rapidly expanding its logistics and digital footprint. Adani Ports handled more than 500 million tonnes of cargo in FY26, with a target set to double that figure to 1 billion tonnes by 2030. Furthermore, Vizhinjam port surpassed the milestone of 1 million TEUs in its inaugural year of operations.

In the digital infrastructure sector, the group is targeting a 3 GW data centre platform by 2030. This growth is underscored by a binding agreement with Google for a gigawatt-scale data centre project in Visakhapatnam, highlighting soaring demand for digital infrastructure across India. Meanwhile, Adani Total Gas crossed 1.1 million piped natural gas home connections, signaling continued expansion to meet cleaner fuel demands.

Strong Financials Fuel Ambitious Capex Plans​

The consolidated financial performance of the Adani portfolio for FY26 demonstrates robust underlying strength. The company reported a consolidated revenue of Rs 2.92 lakh crore, marking a 7.4 per cent increase from the previous year. EBITDA rose to Rs 94,834 crore, and profit after tax saw a healthy jump of 13.9 per cent, reaching Rs 46,376 crore.

These record figures provide the necessary financial stability and confidence to fund the ambitious capital expenditure pipeline planned by the group. The expansion is not limited to power generation; mining services have also been boosted, with four new agreements increasing capacity to a record 145 million tonnes annually, securing critical raw material supplies for industrial demand.

Closing his address, Adani emphasized that the group remains committed to continuous investment through periods of uncertainty. He asserted that these infrastructure projects represent foundational growth as India strives to strengthen both its physical and energy backbone.