The future of India’s EHV cabling industry is bright, driven by rising electricity demands, the expansion of government-led infrastructure projects, and ambitious renewable energy targets, notes Pratham Karia.
The cable industry in India has experienced significant growth over the past years, evolving alongside the nation’s advancements in energy and adapting to dynamic demands and innovations. Today, “energy” is increasingly synonymous with “electricity,” as nearly all energy forms are now channeled towards electrical applications. This evolution underscores the necessity for a strong power transmission infrastructure, particularly in the Extra High Voltage (EHV) sector, to meet the rising energy demands of the nation.
Power Sector Growth and Infrastructure: A Comprehensive Push
India, the world’s third-largest producer and consumer of electricity, has made remarkable progress in its power sector. By April 2024, the country’s installed capacity reached 442.85 GW, showcasing a significant leap in both generation and consumption. In FY23, electricity consumption rose by 9.5 per cent to 1,503.65 billion units, with generation levels hitting 1,617.72 billion units. This upward trajectory highlights the critical need for robust and efficient power transmission infrastructure, especially through EHV cabling, to ensure minimal losses and consistent voltage stability over long distances.
The government’s push for large-scale infrastructure projects, such as the expansion of metro networks and the construction of new airports, adds to the demand for reliable power transmission. These projects require substantial electrical capacity, making EHV systems an essential part of the development blueprint to support seamless operations and connectivity in urban areas.
Supporting EV Infrastructure and Technology Needs
The rapid adoption of electric vehicles (EVs) and the concurrent growth of technologies demanding faster charging solutions have further intensified the need for higher voltage capabilities. The surge in EHV system demand is pivotal not just for long-distance power transmission but also for supporting the fast-charging infrastructure required by the expanding EV market. Additionally, as electronic device usage proliferates, electricity consumption is expected to increase significantly.
The Future of Energy Consumption and Urban Growth
India’s reliance on electricity is set to grow exponentially, driven by improving living standards and accelerated urbanization. For example, air conditioning units consumed approximately 190 TWh of energy in 2023, with this figure projected to reach 600 TWh by 2038. This surge highlights the pressing requirement for enhanced electrical infrastructure capable of effectively and sustainably managing the increased load.
Government Projects: Strengthening the Energy Framework
Government-led infrastructure initiatives and strategic investments are key drivers of progress in the EHV sector. The 2024 Budget saw a 50% increase in power sector allocations, with a focus on green hydrogen, solar power, and the development of energy corridors. The launch of programs such as PM-Surya Ghar: Muft Bijli Yojana for rooftop solar power generation reflects India’s dedication to renewable energy. This approach necessitates robust transmission systems, including EHV cabling, to efficiently transport electricity generated from renewable sources to end users.
Additionally, the emphasis on large infrastructure projects—metros, airports, and new urban centers—creates a ripple effect that boosts demand for reliable EHV systems. These major projects aim to enhance connectivity, reduce urban congestion, and facilitate economic growth, further underscoring the importance of resilient power transmission networks to support such developments.
A Success Story in Manufacturing: Metro Projects
A notable example of India’s progress in the cable industry is evident in the development of fire survival cables for metro systems. Initially, during the development of the Delhi Metro, these specialized cables had to be imported due to the absence of local manufacturing capabilities. However, in less than a decade, the situation transformed dramatically. For the Mumbai Metro underground rail, 100% of these fire survival cables were manufactured domestically. This achievement reflects the strides made by the Indian cable industry in enhancing local production capabilities, fostering self-reliance, and reducing dependency on imports.
Navigating Challenges to Unlock Opportunities
While the EHV cabling sector in India has significant potential, it faces challenges such as the need for technological innovation and a skilled workforce. The reliance on imports for high-voltage cables and limited local manufacturing technology also present hurdles to progress and cost efficiency. Addressing these challenges is crucial for fostering the growth of the sector. However, the outlook remains positive. The modernization of India’s energy infrastructure, bolstered by government policies and a global shift towards renewables, provides fertile ground for the expansion of EHV systems. The industry’s success will depend on its ability to adopt innovative solutions and develop the necessary expertise to overcome these obstacles.
The Path Forward
As India continues to integrate renewable energy sources and expand its EV infrastructure, the potential for the EHV cabling industry is vast. The growing demand for higher voltage and fast-charging solutions highlights the importance of overcoming technological and skill-related challenges. Investing in innovation and workforce development will be pivotal in this endeavor. A strengthened EHV sector will play a crucial role in India’s energy transition, positioning the country as a leader in sustainable energy production and distribution.
The future of India’s EHV cabling industry is bright, driven by rising electricity demands, the expansion of government-led infrastructure projects, and ambitious renewable energy targets. With robust investments in technology and human capital, India is poised to advance its transmission capabilities and assert itself as a global force in energy leadership.
About the author: Pratham Karia is Director — Sales & Marketing, Ravin Group
