Featured in 2025 Unboxed – 02-2025

Commissioning key for India-made solar cells

Indian domestic solar cell production capacity is expected to increase more than fourfold to between 43 GW and 47 GW by June 2026, up from 10 GW in March 2024. The production surge has been prompted by the government’s extension of domestic content rules coming into effect on June 1, 2026. Sehul Bhatt, director of market intelligence and analytics at Crisil, examines India’s cell manufacturing ramp-up.
New domestic content rules in India could cause shortfalls for manufacturers that lack integrated cell production until capacity ramps up. | Photo: Indosol Solar Private/Shirdi Sai Electricals

 India’s annual PV demand is expected to average 40 GW to 45 GW between fiscal years 2027 and 2030. Production must be ramped up to narrow the shortfall in domestically made cells.Announcements of new manufacturing capacity made so far suggest that local supply would be adequate to meet this demand, but the typical utilization factor …

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