india re map september 2019 v2 copy › backend › wp-content › ... · india re map 2019...
TRANSCRIPT
www.bridgetoindia.com
INDIA REMAP 2019SEPTEMBER
Lead sponsor Associate sponsor
Total utility scale wind and solar capacity as on 30 September 20191
All figures in MW
Leading players1
(projects commissioned between October 2018 - September 2019, totaling 8,972 MW)
Project developers
13.6
% S
B EN
ERGY
12.6% NLC
9.3% RENEW POWER
7.8% AZURE POW
ER
4.6% SPRN
G ENERGYTA
TA P
OW
ER 4
.5%
APGE
NCO
4.5
%
MYT
RAH
4.2%ADANI 4
.1%FORTUM 2.8%AVAADA 2.7%ENGIE 2.6%
GREENKO 2.3%
INOX WIND 2.3%
MAHINDRA SUSTEN 2.2%
ESSEL INFRA 1.8%
ACME 1.7%
GRT 1.6%
HERO FUTURE 1.1%
RAYS POWER INFRA 1.1%
CONTINUUM 1.1%
OTHERS 11.4%
Domestic manufacturers
Module suppliers(estimated DC size - 8,173 MW)
Inverter suppliers(AC size - 6,320 MW)
24.2%
TM
EIC
19.9% HUAWEI
SUN
GR
OW
15.
5%
TBEA 11.3%
ABB 11.1%
DELTA 5.7%
HITACHI 5.1%KEH
UA 3.2%
GE 1.3%
SCHN
EIDER
1.3%O
THER
S 1.4%
Solar EPC contractors(AC size - 6,164 MW)
SELF-EPC 31.5%
S&W
9.6%
8.8%
TAT
A PO
WER
6.6% MAHINDRA SUSTEN
5.5% L&T
5.2% VIKRAM SOLAR
4.2% REFEX4.1% B-ELECTRIC
3.2% KEC
2.4% ORIAN
O
2.4% JAKSON
1.6% EN
RICH
1.6% SIEM
ENS G
AMESA
1.6% H
ARSH
A ABAK
US
OTHERS 0
.7%
LANCO 0
.6%
MARIN
E ELE
CTRICA
L 0.8
%
BHEL
1.4
%
RAYS
POW
ER IN
FRA
1.6%
PREM
IER
SOLA
R 1
.6%
PES
ENGI
NEE
RS 1
.6%
MCN
ALLY
BHA
RAT
1.6
%HI
LD E
NER
GY 1
.6%
Turbine manufacturers(2,236 MW)
26.8% SIEM
ENS GAM
ESA
29.6% SUZLON
VESTAS 24.4%
ACCIONA 7.5%
GE 5.9%IN
OX WIN
D 2.7%SEN
VION 1.3%
REGEN 1.3%
OTHERS 0.5%
Powered by
NavigatorIndia Solar
KARNATAKA
ANDAMAN &NICOBAR ISLANDSANDHRA PRADESH
BIHAR
CHHATTISGARH
GUJARAT
HARYANA
JHARKHAND
KERALA
MADHYA PRADESH
MAHARASHTRA
ODISHA
516 MW
300 MW
300 MW
800 MW
1,278 MW
Total RE capacity additionfrom 2014 until
September 2019
1-3 GW3-5 GW5-7 GW> 7 GW
< 1 GW
Huawei inverterscapacity commissioned
in the state
RAJASTHAN
UTTARAKHAND
UTTAR PRADESH
TAMIL NADU
TELANGANA
PUNJAB
WEST BENGAL
561
50
1,591 758
743
7,254
729
Pipeline611
3,3602,333
269
9,574
Comm.5
Pipeline25
Commissioned385 30
4
81
20
290
30
9
5
51
Pipeline101
Commissioned126
5
125
1
Commissioned24
8
16
Commissioned850
1613
821
Commissioned225
5
1
219200
19
Commissioned57
11
30
16
Commissioned207
105100
5
80
22
Commissioned136
62
1412
12
7850
2
58
750
5751,537
1,07
767
2
250
405
193
Pipeline1,325 3,488
400281
2,218
4,092
3,842
182
2060
340
220 120
412
Pipeline202 1,927
1,175
2,42
9
250
3,820
3,125
1,200
1,655
1,874
Commissioned10,094
Pipeline4,070
Comm.840
335
325
5
1550
4901,
120
Pipeline1,170
Commissioned107
105
217
72
16
3,922
431270
366
6,1724,282 2,0501,900
2,065
198
143
15
150 310
1,398
1,655
6,453
Commissioned8,924
Pipeline2,263
2,046
338 282
6,878
1,705
2,015
3021
326
815 150176
8661,474
Commissioned6,257
Pipeline2,515
Pipeline22
500
282
4,7834,693
9031
0
993
957
240 605930 101,545
6,50
0
28
Commissioned11,242
Pipeline1,233 3,203
3,175
4,7423,785
1,752
129
23
21
375458
40058
Commissioned3,649
Pipeline152
3,521
2,689
2,668
128
Commissioned12,934
Commissioned7,580
Commissioned4,356
NTPC offtake3,777
NTPC offtake1,200
Public sector development2,090
Public sector development793
Public sector development204
DISCOM offtake13,753
DISCOM offtake32,039
DISCOM offtake6,738 SECI offtake
5,035
SECI offtake8,335
NTPC offtake1,950
SECI offtake9,540
SECI offtake1,749
Others4,273
Others3,140
DISCOM offtake698 Solar
29,722
Wind36,928
Solar18,432
Wind10,233
Commissioned66,650
Pipeline28,665
11.4
% R
ISEN
EN
ERGY
8.5% ZNSHINE
7.9% VIKRAM SOLAR
6.6% JINKO SOLAR
5.5% SUNTECH
5.2% W
AAREE
4.2% CAN
ADIAN
SOLAR
CSU
N 4
.2%
GCL
3.9%
TRIN
A 3.6
%
JA SOLAR 3.
2%
RENESOLA 2.9%
MUNDRA SOLAR 1.8%CHINT 1.8%HT SAEE 1.6%PHONO SOLAR 1.6%LONGI 1.4%
TATA POWER 1.4%
EMMVEE 1.3%
HANWHA 1.2%
AMERISOLAR 0.8%
YINGLI 0.8%
OTHERS/ NOT KNOWN 19.1%
www.indiasolarnavigator.com
[email protected] | +91 124 420 4003
Policies Tenders Projects Leading playersPrice trends News and special comment
Top 10 players(projects commissioned between October 2018 to September 2019)
Top 15 project developers(solar and wind capacity as on 30 September 2019)
Notes1. Methodologya. BRIDGE TO INDIA has conducted an extensive
data collection exercise and relied on multiple market sources including MNRE, CEA, state nodal agencies, project developers and equipment suppliers to provide accurate, factual information as far as possible. Some suppliers were either unreachable or did not validate the
data available with us. All data has been cross-referenced, where possible. However, we do not guarantee completeness or accuracy of any information.
b. Only grid connected projects above 1 MW (AC) have been considered in this report.
c. Market shares for all players are given on the basis of capacity commissioned in the year.
d. Pipeline includes projects that have been allocated to developers but not yet commissioned. It also includes projects where the power purchase agreements may not have been signed.
e. Solar-wind hybrid tenders are accounted for under solar capacity unless stated otherwise.
f. States with less than 20 MW commissioned
capacity are not shown on the map.g. We have relied on AC capacity numbers for
calculations. For module supplier market share analysis, we have used DC numbers where available and else have increased the AC number by 30%.
h. Location for 9,285 MW of pipeline projects under inter-state transmission tenders is not available.
i. In many projects, the EPC contractor role is split between multiple parties. We have used several criteria including final responsibility for commissioning and value of contracts for determining credits.
j. Self-EPC denotes EPC services rendered in-house by developers or their affiliates, who are not engaged in providing EPC services to
third party clients.k. We have assumed completion of some projects
by the end of September 2019 based on information provided by industry players.
2. Acronyms used:a. APDCL – Assam Power Distribution Company
Limited
b. GUVNL – Gujarat Urja Vikas Nigam Limitedc. MSEDCL – Maharashtra State Electricity
Distribution Corporation Limitedd. RUMS – Rewa Ultra Mega Solar Limitede. SECI - Solar Energy Corporation of India Limitedf. TANGEDCO – Tamil Nadu Generation and
Distribution Corporation
g. UPNEDA – Uttar Pradesh New & Renewable Energy Development Agency
3. This map has been sponsored by Huawei (Lead Sponsor) and Oriano (Associate Sponsor), but all production responsibility, editorial rights and copyrights remain with BRIDGE TO INDIA.
INDIA REMAP2019SEPTEMBER
Lead sponsor Associate sponsor
Electricity generation in FY 2019 by source
Lead sponsor Associate sponsor
PEW
+91 124 [email protected]
www.facebook.com/bridgetoindia
www.twitter.com/bridgetoindiaC-8/5, DLF Phase 1,Gurugram - 122001 (HR), India
© BRIDGE TO INDIA Energy Private Limited
Current rank
1
2
3
4
5
6
7
8
9
10
Previousrank
Increase/ Decrease
Project developersCompanyName
SB Energy
NLC
ReNew
Azure Power
Sprng Energy
Tata Power
APGENCO
Mytrah
Adani
Fortum
6
-
3
-
10
7
8
-
1
-
Previousrank
Increase/ Decrease
Module suppliersCompanyName
Risen Energy
ZnShine
Vikram Solar
Jinko Solar
Suntech
Waaree
CanadianSolar
Csun
GCL
Trina
5
-
-
-
10
-
1
-
6
3
Previousrank
Increase/ Decrease
Inverter suppliersCompanyName
TMEIC
Huawei
Sungrow
ABB
TBEA
Hitachi
Delta
GE
Kehua
Schneider
4
1
2
3
5
8
6
-
10
9
Previousrank
Increase/ Decrease
EPC contractorsCompanyName
Sterling & Wilson
MahindraSusten
Tata Power
B-Electric
KECInternational
Refex
Oriano
Vikram Solar
Jakson
L&T
1
5
3
2
-
-
8
10
-
-
Previousrank
Increase/ Decrease
Turbine manufacturersCompanyName
Suzlon
SiemensGamesa
Vestas
Acciona
GE
Inox Wind
Senvion
Regen
Pioneer
2
1
3
-
-
4
-
8
7
RRB Energy -
RE capacity addition and allocation, MW Ratio of RE power generation to total power consumption
5%
0%
10%
20%
15%
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 FY 2019
Andhra Pradesh
Gujarat
Karnataka
Madhya PradeshMaharashtra
Punjab
RajasthanTamil Nadu
Telangana
Uttar Pradesh
25%
30%
35%
Commissioned solar capacityCommissioned wind capacity
Pipeline solar capacityPipeline wind capacity
Total commissioned capacity, MW
Tota
l pip
lelin
e, M
W
ReNewAdani
SB Energy
AcmeAzure Power
Tata Power
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
0 1,000 2,000 3,000 4,000 5,000
Greenko
Mytrah
SembcorpNLC
NTPC
ShapoorjiPallonji
Sprng Energy
Avaada
Hero Future
RE tariff trend2
Wind power tenders Solar-wind hybrid tendersSolar power tenders
Tari
ff, IN
R/ k
Wh
Capa
city
allo
catio
n, M
W
2.00
1.00
3.00
4.00
5.00
6.00
2017 2018 Until September 2019
4.41
3.15 2.97
2.983.46
5.70
2.62 2.44 2.43 2.64 2.48 2.47 2.653.07
2.852.44
2.943.17
2.70 2.822.44 2.51 2.44 2.72 2.77 2.59
2.853.09
2.71 2.79 2.763.13
2.67 2.442.92
2.69
2.702.922.45
2.693.13
2.772.792.723.15
2.852.602.832.73
2.442.522.542.822.71
2.93
2.91
3.383.54
2.873.26
2.672.482.49
2.802.45 2.452.45
3.47
3.47
2.633.463.15
APG
ENCO
And
hra
Prad
esh
500
MW
NTP
C An
dhra
Pra
desh
250
MW
RU
MS
Mad
hya
Pra
desh
750
MW
SECI
Pan
Indi
a W
ind
I1,
000
MW
NH
PC
Tam
il N
adu
50 M
W
SECI
Raj
asth
an25
0 M
W
SECI
Raj
asth
an50
0 M
W
TAN
GED
CO T
amil
Nad
u1,
500
MW
GUVN
L Gu
jara
t50
0 M
W
SECI
Pan
Indi
a II
1,00
0 M
W
SECI
Raj
asth
an25
0 M
W
SECI
Raj
asth
an50
0 M
W
GUVN
L Gu
jara
t50
0 M
W
NLC
Tam
il N
adu
500
MW
MAH
AGEN
CO M
ahar
asht
ra30
0 M
W
MSE
DCL
Mah
aras
htra
500
MW
SECI
Pan
Indi
a III
2,00
0 M
W
KR
EDL
Kar
nata
ka86
0 M
W
APD
CL A
ssam
100
MW
KR
EDL
Kar
nata
ka55
0 M
W
SECI
And
hra
Prad
esh
750
MW
SECI
Kar
nata
ka20
0 M
W
SECI
Pan
Indi
a I
2,00
0 M
W
SECI
Pan
Indi
a IV
2,00
0 M
W
SECI
Pan
Indi
a II
3,0
00 M
W
NTP
C An
dhra
Pra
desh
750
MW
NTP
C P
an In
dia
2,00
0 M
W
NTP
C P
an In
dia
2,00
0 M
W
KR
EDL
Kar
nata
ka65
0 M
W
MSE
DCL
Mah
aras
htra
1,00
0 M
W
MSE
DCL
Mah
aras
htra
1,00
0 M
W
GRID
CO O
dish
a20
0 M
W
SECI
Pan
Indi
a V
1,20
0 M
W
OR
EDA
Odh
isa
6 M
W
SECI
Pan
Indi
a1,
200
MW
GUVN
L Gu
jara
t50
0 M
W
KR
EDL
Kar
nata
ka15
0 M
W
3.17
3.23
UPN
EDA
Utt
ar P
rade
sh50
0 M
W
2.48
2.49
SECI
Raj
asth
an75
0 M
W
3.02
3.08
UPN
EDA
Utt
ar P
rade
sh55
0 M
W
2.74
2.75
MSE
DCL
Mah
aras
htra
1,00
0 M
W
2.55
2.68
GUVN
L Gu
jara
t IV
500
MW
2.55
2.61
SECI
Pan
Indi
a III
1,20
0 M
W
3.02
3.02
UPN
EDA
Utt
ar P
rade
sh50
0 M
W
2.75
2.75
GUVN
L Gu
jara
t V1,
000
MW
2.79
2.83
SECI
Pan
Indi
a VI
I1,
200
MW
2.81
2.95
GUVN
L Gu
jara
t II
1,00
0 M
W
2.65
2.70
GUVN
L Gu
jara
t III
700
MW
SECI
Pan
Indi
a II
1,20
0 M
W
2.54
2.55
SECI
Pan
Indi
a IV
1,20
0 M
W
2.50
2.50
SECI
Raj
asth
an II
750
MW
2.65
2.65
GUVN
L Gu
jara
t20
0 M
W
2.75
2.75
GUVN
L Gu
jara
t75
0 M
W
2.83
2.84
SECI
Pan
Indi
a VI
II1,
800
MW
2.53
2.65
SECI
Pan
Indi
a V
1,20
0 M
W
40
500
250
750
1,0001,000
2,0002,000
1,200
1,200
1,2001,200
1,000
1,000
1,400
2,000
200250
250500 500
500
500
500
500
500
500
500 500
500550
150
250
480745
720 680
440
480
235
840
550
750
750
750
2.91
KR
EDL
Kar
nata
ka10
0 M
W
100
600760
150
1,500
5085
75 6
50
4.38
SECI
Tel
anga
na12
9 M
W
2.89
2.89
KR
EDL
Kar
nata
ka20
0 M
W
2.87
2.91
SECI
Mah
aras
htra
250
MW
250129
100
2.82
2.83
SECI
Pan
Indi
a VI
1,20
0 M
W
1,200
100
100
Tender size Allocated capacity
04,000 4,0008,000 8,00012,000 12,00016,000 16,00020,000 20,000
FY 2011
FY 2012
FY 2013
FY 2014
FY 2015
FY 2016
FY 2017
FY 2018
FY 2019
Wind powerSolar power
Allocated capacity Commissioned capacity
1,242
2,194
2,018
2,180
88
1,520
2,188
8,220
6,686
9,869
19,770
2,587
5,687
6,884
10,011
10,931
Coal73%
Diesel0.01%
Nuclear3%
Solar3%
Biomass 1%
Wind5%
Small hydro 0.6%
Large hydro10%
Others
Gas 4%
67%
10%
17%
2%
3%
1%
FY 2009
Paid reports
India Solar Open Access Market
India Solar Rooftop Market
India Solar Rooftop Market Analytics
Solar park development in India
Subscription packages
India RE Weekly
India Solar Compass
Customized reports
India RE Policy Brief & India RE Market Brief
Customized reports
INDIA RE CEO SURVEY 2018
Lead sponsor
Page 1© BRIDGE TO INDIA, 2018
Q1INDIA SOLAR COMPASS 2018
Surge of new tenders and fall in moduleprices bring hope to the sector
It’s raining tenders
India RE Weekly
Subscribe to the deepest market insights
Commissioned66,650
Pipeline28,665