Note: Hydrogen equipment is a small share of revenue
Market cap, ratios, CAGR and revenue: company table snapshot as of 6 Nov 2026 (the same figures on every page). Price: snapshot as of 6 Nov 2026. Not investment advice.
Where it fits
Hydrogen is hard to move: it is piped short distances, compressed into tube trailers or liquefied at -253°C. For exports it is turned into ammonia or methanol, stored in refrigerated tanks at a port and shipped like LPG.
Why it matters
Over 70% of India's contracted green hydrogen volume is for export (MNRE, Oct 2026). Deendayal (Kandla), V.O. Chidambaranar (Tuticorin) and Paradip ports were recognised as green hydrogen hubs in Oct 2025, giving projects there priority access to land and infrastructure (no direct cash).
Where the value pool sits
Port and storage owners earn handling and tank-rental fees on long-term volumes; pipeline owners earn transport tariffs. Small today, but contract-backed once export plants run from 2027-2029.