Featured in Spotlight on cells – 10-2025

New strategy for India’s solar manufacturers

India surprised many with its rapid buildout of PV module manufacturing capacity, now standing at more than 100 GW. Domestic content policy rules for government-backed projects will soon require Indian-made cells in addition to locally assembled modules. Manufacturers are responding with big plans for new cell capacity, but challenges remain.

By

Uma Gupta

02 Oct 2025

Some Indian producers have already taken steps to ramp up cell production. Gautam Solar is investing INR 10 billion to build a new 2 GW solar cell factory. | Image: Grew Solar

India’s solar manufacturing sector is entering a pivotal phase, as increased US tariffs threaten to derail its export-led growth. These export constraints, along with policies mandating domestic content for modules used in government-backed projects, are pushing Indian PV module manufacturers toward vertical integration. A move into cell production is viewed as the next step by …

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