Arth CleanTech Theme

Key Points:

• Smallcase Type: Equity Thematic
• Suitable For: Long Term Investors
• Risk Profile: Aggressive
• Recommended Holding Period: 3 to 5 Years and more.
• Recommended Investment: Upto 10% of your Equity allocation.

Rationale:

• India is charging toward 2030 with unstoppable momentum, already crossing 200 GW of renewable energy capacity and laser-focused on hitting 500 GW by 2030.
• The Bharat Cleantech Manufacturing Platform (launched Jan 2025) is a national-scale accelerator designed to supercharge domestic manufacturing in solar, wind, green hydrogen, and advanced battery storage, turning India into a global cleantech powerhouse.
• Massive market expansion: At $63 billion in 2024, India’s cleantech sector is projected to explode to over $150 billion by 2030, powered by a strong 16%+ CAGR, one of the fastest-growing clean-energy markets worldwide.
• Policy tailwinds + manufacturing incentives ensure that the full value chain component manufacturing, EPC, storage, green hydrogen, and grid innovation will see dramatic capital inflows and scaling.
• Global corporates are shifting supply chains to India, creating a once-in-a-generation opportunity for early investors as India positions itself as the world’s next clean-energy manufacturing hub.
• The talent + technology convergence in India means cleantech companies are scaling faster, commercializing cheaper, and delivering superior margins relative to global peers.

Disclosure:

• https://arthscience.in/disclosures/