India’s renewable energy sector has entered a phase of heightened activity in early 2026, marked by accelerated manufacturing investments, rising merger and acquisition interest, and renewed policy discussions around long-term clean energy financing.

Industry stakeholders observe that the momentum now extends beyond capacity additions, focusing on strengthening domestic supply chains, improving capital efficiency, and ensuring long-term project viability.

Manufacturing Expansion Takes Center Stage

Large-scale investments in solar ingot, wafer, and component manufacturing are reshaping India’s renewable ecosystem and reducing import dependency.

Investor Activity and Market Consolidation

Increased acquisition activity across operational renewable assets reflects growing investor confidence and a maturing clean energy market.

Outlook for 2026

With renewables continuing to drive capacity growth, 2026 is expected to prioritize execution quality, grid integration, and financial discipline.