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INR 1.65 Trillion Transmission Investment Pipeline to Drive EPC Opportunities Over Next 3 Years

India’s transmission infrastructure sector is poised for significant growth, with investments worth approximately Rs 1.65 trillion expected over the next three years. This surge is set to unlock substantial opportunities for Engineering, Procurement, and Construction (EPC) companies, according to Raghavendra Mirji, Business Head and Executive Vice President – Energy Solutions at Godrej Enterprises Group.

In an interaction, Mirji highlighted that the substation segment alone could offer EPC opportunities of nearly Rs 25,000 crore. Additionally, the data center segment is projected to generate opportunities worth Rs 14,000 crore, while railway electrification projects may contribute around Rs 9,000 crore annually through traction substation developments.

He emphasized that the sector is entering a high-growth phase over the next three to five years, where companies with strong experience and proven capabilities will be best positioned to benefit. Godrej Enterprises, he noted, is well-aligned to capitalize on this momentum.

Currently, the company’s energy solutions division holds a project pipeline valued at Rs 2,600 crore, spanning transmission infrastructure, railway electrification, and renewable energy segments. The business is aiming for a 15% growth in its order book by FY27, with a near-term target of reaching Rs 3,000 crore.

Mirji further added that the company is strengthening its presence in key regions such as Gujarat and Rajasthan, which are witnessing rapid renewable energy expansion. At the same time, states like Maharashtra, Uttar Pradesh, and Tamil Nadu are seeing rising demand due to industrial growth and urbanization, leading to increased investments in grid upgrades and transmission networks.

He also pointed out that data centers are emerging as a major strategic focus area for the company, given the growing demand for reliable and high-capacity power infrastructure.