New Delhi, May 7 -- Data centres, green hydrogen and rising demand for round-the-clock clean power are expected to add 15-20 GW of additional annual solar demand in India from FY29, according to a sector deep-dive report by ValueQuest Investment Advisors.

The report said these demand drivers are currently "not in forecasts or mainstream analyst models" and could significantly accelerate India's solar expansion over the coming years.

"Data centres, green hydrogen and night-time connectivity are expected to add 15-20 GW of additional annual solar demand from FY29, none of which appears in forecasts or mainstream analyst models," the report said. It added that total solar demand in India is "conservatively expected to reach ~85 GW annually...