India’s solar manufacturing industry is witnessing a major boost as module and cell exports surged sharply in Q3 and Q4 of 2025, driven by rising global demand for non-Chinese suppliers. Industry data indicates strong export interest from Europe, Africa, Southeast Asia, and Middle Eastern utility developers.

The shift is creating new opportunities for Indian module manufacturers and expanding India’s footprint in the global renewable energy supply chain.

Export Demand Grows in Europe & Middle East

Analysts say Europe remains the strongest importer of Indian solar modules due to:

• Policy restrictions on certain Chinese manufacturers
• Need for diversified sourcing for utility-scale projects
• Attractive pricing from Tier-1 Indian manufacturers

The Middle East is also emerging as a high-volume buyer as large-scale projects accelerate in Saudi Arabia, UAE, and Oman.

Indian Manufacturers Expanding Capacity

Local manufacturers are expanding production lines to meet both domestic and export demand. Several companies are adding:

• New TOPCon and HJT production lines
• Automated module assembly units
• Advanced cell manufacturing capabilities

This expansion supports India’s ambition to become a global solar manufacturing hub.

Why Global Buyers Are Turning to India

• Competitive pricing compared to international brands
• Improved module efficiency and reliability
• Consistent supply availability
• Geopolitical diversification strategy

Experts predict that export momentum will continue into 2026 as international markets look for stable, long-term suppliers.

Outlook for 2026

The rise in exports is expected to strengthen India’s solar economy, support manufacturing jobs, and improve technology adoption across production lines.

SolSetu will continue monitoring India’s export trends as global clean energy markets evolve.