In Short : India’s solar module manufacturing capacity has surged to 100 GW in the past two years, according to a new report. The rapid expansion is driven by government incentives, rising domestic demand, and export opportunities. This milestone strengthens India’s position as a global solar hub, supporting its renewable energy targets and reducing dependence on imported modules.
In Detail : India’s solar module manufacturing sector has recorded remarkable growth over the past two years, with capacity now reaching 100 GW. This doubling of capacity highlights the rapid pace at which the domestic renewable ecosystem is expanding. The achievement comes at a time when the nation is intensifying efforts to meet its clean energy goals.
The surge is driven by strong policy support from the government, including the Production Linked Incentive (PLI) scheme and customs duties on imported modules. These measures have encouraged manufacturers to invest heavily in new facilities and technologies. As a result, domestic manufacturing has gained global competitiveness.
Growing domestic demand for solar energy has further fueled this expansion. India’s ambitious target of 500 GW of non-fossil fuel capacity by 2030 requires large-scale solar deployment. To achieve this, ensuring a steady supply of locally manufactured modules has become a priority.
Export opportunities have also contributed to the increase in manufacturing capacity. With global demand for solar equipment on the rise, Indian manufacturers are positioning themselves as reliable suppliers. This shift enhances India’s role in the global clean energy supply chain and reduces dependence on imports from traditional markets like China.
Industry experts note that new facilities coming online are adopting advanced technologies, such as high-efficiency modules and integrated supply chains. These innovations improve quality, lower costs, and enable manufacturers to compete in international markets. The sector is also creating new jobs across the value chain.
The expansion of capacity has broader implications for India’s energy security. By producing modules domestically, the country reduces vulnerability to supply chain disruptions and price fluctuations. This strengthens India’s ability to sustain long-term renewable growth without relying excessively on imports.
Challenges remain, particularly around ensuring sufficient demand absorption and upgrading grid infrastructure. Large-scale deployment of solar energy requires complementary investments in transmission and storage systems. Addressing these gaps will be critical to maximizing the benefits of the growing module capacity.
The report emphasizes that sustained policy support will be necessary to maintain this momentum. Clarity on long-term incentives, continued R\&D funding, and ease of doing business will be vital to keep attracting investment. Collaboration between government and industry is expected to play a key role.
India’s leap to 100 GW of solar module manufacturing capacity in just two years reflects the country’s determination to lead the global energy transition. By strengthening its domestic base and expanding internationally, India is not only meeting its renewable energy needs but also contributing to the global push for a sustainable future.
