India’s solar manufacturing sector continued its strong upward trajectory in late 2025, with multiple new module and cell factories beginning commercial production. The expansion comes as both domestic and global demand for Indian-made solar components increases rapidly.

Industry trackers confirm that India’s integrated manufacturing capacity—spanning polysilicon, wafers, cells, and modules—has grown significantly over the past six months.

New Capacity Additions Across States

Several key states have seen major developments:

• Gujarat: New TOPCon and HJT module lines operational
• Tamil Nadu: Expansion of cell manufacturing clusters
• Rajasthan: Large-format module factories entering final commissioning
• Maharashtra: MSME units scaling up assembly lines for domestic demand

Industry experts say India is emerging as a strong alternative supply source for developers avoiding over-dependence on imports.

Global Buyers Increasing Orders

International demand for Indian solar modules is rising due to:

• Improved module efficiency (TOPCon, HJT)
• More competitive pricing
• Lower lead times
• Geopolitical diversification strategies

Manufacturers expect exports to continue rising through 2026.

Domestic Solar Deployment Supporting Growth

Strong rooftop adoption, utility-scale tenders, and new hybrid projects are providing local manufacturers with a stable demand pipeline.

Industry projections suggest that India’s annual solar manufacturing output could cross new highs by mid-2026.

What’s Next for 2026?

Investments are now flowing into backward integration, including polysilicon and wafer manufacturing—critical for achieving full supply-chain independence.

SolSetu will continue monitoring India’s solar manufacturing transformation as new production lines become operational.