India has rapidly scaled up domestic solar manufacturing capacity, reaching 121.7 GW of solar module manufacturing capability by November 2025 according to the Approved List of Models and Manufacturers (ALMM). In 2025 alone, India added 34.98 GW of solar energy capacity — the highest annual addition ever — as part of the country's push toward 500 GW of non-fossil fuel energy capacity by 2030.
The manufacturing push is driven by the Production Linked Incentive (PLI) scheme for solar modules and the ALMM policy, which requires solar projects receiving government subsidies to use domestically manufactured modules. This has reduced India's dependence on Chinese solar imports, which previously accounted for 80%+ of India's solar module supply. Companies like Adani Solar, Tata Power Solar, Vikram Solar, and Waaree Energies are leading domestic manufacturing.
India's solar ambitions go beyond just deploying panels — it's building an integrated solar manufacturing value chain from polysilicon to cells to modules. The country aims to be a net exporter of solar equipment. Combined with India's low labor costs and growing domestic demand, the solar manufacturing sector could position India as a global alternative to China's solar manufacturing dominance, particularly as Western nations seek supply chain diversification.