10 October 2026
Shri K.J. Shah
Managing Director, Zodiac Energy | Member,
National Governing Council, NSEFI
Few people at the Ahmedabad Roadshow could speak about Gujarat’s renewable-energy transformation from as long a perspective as Shri K.J. Shah, Managing Director, Zodiac Energy and Member of NSEFI’s National Governing Council.
From that close view of Gujarat’s renewable-energy journey, Shah described how what began as a relatively small industry around 2010 has developed into a major industrial ecosystem.
He traced the modern phase of the journey back to around 2010, when renewable energy was still a relatively small industry in Gujarat.
Today, he said, the state has evolved into a major ecosystem comprising manufacturers, project developers, technology providers and entrepreneurs, and has emerged as India’s largest solar-manufacturing hub.
That transformation changes the meaning of renewable energy.
It is no longer simply an electricity-generation industry.
It is now creating engineering capability, manufacturing capacity, entrepreneurship, employment, services and new business opportunities across the state.
Shah also reflected on the changing role of industry associations such as NSEFI.
As the renewable sector has matured, industry engagement has moved beyond conventional policy advocacy. The role increasingly involves creating platforms through which real project experience can inform policymaking while simultaneously helping companies identify new opportunities in India and abroad.
For Shah, that international opportunity is the next major frontier.
India has spent roughly the last decade building scale across renewable-energy manufacturing, project development, engineering and services.
The logical next step is exports.
Many countries across the Global South are now looking towards India because they want to reproduce, in their own markets, the kind of renewable-energy transformation India has achieved over approximately the last 10–15 years.
That opportunity goes far beyond exporting solar modules.
Shah framed the opportunity in the same terms as India’s recent build-out: the country has spent the last decade building scale and capabilities across renewable-energy manufacturing, project development, engineering and services. The next logical step, he said, is to take those capabilities to international markets.
Many countries, particularly across the Global South, are looking to India as they seek to build renewable-energy growth stories of their own.
That creates space for Indian companies to become international players and participate directly in those markets.
For NSEFI, Shah said BRE Summit 2026 can give Indian industry greater global visibility by bringing international stakeholders, investors and institutions together with Indian companies.
The opportunity is to create partnerships, open new markets and showcase India’s renewable-energy capabilities to the world.