Industry Outlook

1. Natural Gas Aggregation

Industry Overview:

• India is the fourth-largest LNG importer globally.
• Government targets to increase the share of natural gas in the energy mix from 6% to 15% by 2030.
• Natural gas is being positioned as a transition fuel toward cleaner energy.

Growth Drivers:

• City Gas Distribution (CGD) expansion across Tier II & III cities.
• Policy support via open access to gas infrastructure, and marketing freedom.
• Increasing demand from fertilizer, power, transport, and industrial sectors.
• Focus on gas hubs, unified tariffs, and gas exchange platforms.

2. Green Hydrogen Infrastructure

Industry Overview:

• India launched the National Green Hydrogen Mission (₹19,744 Cr) in 2023.
• Aims to produce 5 MMT of green hydrogen annually by 2030.
• Focus on building end-to-end ecosystems—production, storage, transport, and applications.

Growth Drivers:

• Strong demand pipeline from refineries, steel, fertilizers, and mobility sectors.
• Incentives under SIGHT scheme (₹17,490 Cr for production, ₹1,466 Cr for manufacturing).
• Falling renewable power and electrolyser costs.
• Strategic positioning to become a global green hydrogen export hub.

3. Biogas / Compressed Biogas (CBG)

Industry Overview:

• Huge potential with 5000+ CBG plants targeted under SATAT scheme.
• CBG is derived from agri-waste, press mud, dung, MSW, etc.—aligns with waste-to-energy and rural circular economy.

Growth Drivers:

• Government’s SATAT initiative (2018) ensures long-term offtake by OMCs.
• Rising demand from transport, CGD networks, and industrial heating.
• Waste management mandates under Swachh Bharat Mission, and carbon offsetting goals.
• Attractive for carbon credits and ESG-focused investors.

Latest Shareholding Pattern of Matrix Gas and Renewables Ltd.