The Morning Brief

Corner Office Conversation with Girish Tanti, Co-Founder & Vice Chairman, Suzlon

10 snips
Jan 12, 2026
Girish Tanti, Co-founder and Vice Chairman of Suzlon Energy, speaks candidly about India's wind energy landscape. He highlights the staggering potential, with only 4% currently utilized, and explains challenges like planning bottlenecks and logistical complexities. Tanti discusses the strategic significance of local manufacturing for resilience against supply shocks, green hydrogen partnerships, and the promising role of hybrid energy mixes. He also shares insights into Suzlon's smart factories utilizing AI to boost efficiency and cut costs—a vision for modernizing the wind sector.
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INSIGHT

Scale Needed For India's Energy Transition

  • India will nearly triple power demand by 2047 driven by AI, EVs, middle-class growth and manufacturing expansion.
  • Renewables must scale ~10x and wind ~7x to meet a 2030 target of ~500 GW total capacity.
ADVICE

Build Wind+Solar+Storage Hybrids

  • Design hybrid projects combining wind, solar and ~10–15% storage to minimize cost and improve reliability.
  • Target 25–33% of wind balance from solar for the least-cost generation mix.
INSIGHT

Centralized PPA Guarantees Reduce Risk

  • The Government of India centralizes renewable procurement and guarantees PPA payments to shield producers from weak state utilities.
  • This structure reduces private-sector payment risk and supports project finance.
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