

India's Industrial Energy Transition Opportunity 2026
India is at a pivotal moment in its journey toward energy independence. With an annual energy import bill of ~$140B and nearly 87% of crude oil imported, we remain exposed to global price volatility. Accelerating the shift to renewables alongside advances in energy storage, efficient supply chains, and digital platforms, offers a powerful “decarbonization hedge” while strengthening technology independence and resource sovereignty. Despite a $100B+ decarbonization opportunity by 2030, the sector remains significantly undercapitalized, with investment levels at roughly 40% of those seen in developed economies.
TDK Ventures and Theia Ventures invite you to India’s Industrial Energy Transition Opportunity 2026- an evening bringing together founders, investors, and policymakers to explore what this transformation means for the country. The event will also mark the launch of India’s Industrial Energy Transition 2026: The Founder–Investor Playbook (Part I) with distilled insights from interactions with 15+ industry leaders, 53+ startup founders and 78+ leading reports.
You'll hear from founders and investors shaping India's energy transition, including Raunak Bhinge (Founder, Infinite Uptime), Mudit Narain (Founder, Voltseal), Ashwin Krishna (Founder, Promethean Energy), Ashish Goel (Founder, Optimist). The detailed agenda will be shared closer to the event.
Expect great conversations and meaningful connections with leaders shaping the future of energy transition as we explore, connect, and build toward India’s low-carbon future!