A 130-year-old Indian engineering and manufacturing conglomerate approached us to assess the evolving opportunity in India's green hydrogen electrolyser market. The initial brief was to understand the domestic demand–supply landscape, evaluate export potential for electrolysers, and identify where they could participate in the emerging value chain.
At first glance, it seemed like a typical market sizing and gap analysis. But as we progressed, the real strategic question began to emerge and became the backdrop of our engagement:
Our research combined external perspectives and internal modelling to assess actual market readiness. To cut through the noise, we applied a structured methodology:
Conducted expert interviews across developers, OEMs, policy advisors, and project developers to understand on-ground realities
Developed a tailored demand–supply estimation model, factoring in realistic adoption timelines across use cases like refining, steel, mobility, and exports
Mapped the current state of policy support, technology maturity, and cost benchmarks - critically analysing whether these were translating to action on the ground
Our engagement transformed a generic market sizing request into a strategic navigation tool. By separating signal from noise, we helped the client avoid premature investments in an immature ecosystem. More importantly, we enabled informed decision-making by equipping them with a clear framework to monitor readiness, identify inflection points, and act with discipline. The client moved forward not with uncertainty, but with a forward-ready stance—positioned to lead when the market truly matures, with confidence grounded in data and timing driven by insight.
AND reframed uncertainty into strategic foresight—transforming a market scan into a timing strategy. By grounding decisions in real-world signals and structured insight, we empowered the client to lead with clarity.
Green hydrogen market readiness assesses whether the market conditions, policy support, and technology maturity are sufficient to justify investment in green hydrogen infrastructure and projects.
Timing ensures companies invest when the market is mature enough to provide sustainable returns, avoiding premature investments in immature ecosystems.
AND combines expert interviews, demand-supply modeling, policy analysis, and technology maturity assessment to provide strategic timing insights for green technology investments.