Mercom India says that new solar production capacity is powered by a 186 GW project pipeline, 2030 goals and the demand for approved list of models and manufacturer modules.
India added 44.2 GW solar modules and 7.5 GW of the production capacity of solar cells in the first half of 2025, according to Mercom India.
Tunnel oxide Passivated Contact (TOPcon) Dominated module Production capacity Additions with 39.9 GW, followed by 3 GW Monocrystalline Modules. For the first time, 1.2 GW Hetero Junction (HJT) Modulecapacity was added to the country. No new capacity has been added for integrated solar allocation/ingot or polysilicon production.
Mercom attributed the extension to the 186 GW pipeline of large-scale projects planned between 2025 and 2027, 2030 goals for solar installation and policy-controlled demand for modules under the approved list of models and manufacturers (Almm).
From the release of the report, the cumulative module capacity under ALMM-List-I 109.5 GW reached, while the cumulative cell capacity was almost 17.9 GW under Almm-list-II.
By June 30, 2025, monocrystalline technology accounted for 54.5% of the total solar cell capacity, followed by Topcon with 41.5% and polycrystalline with 4%.
Indian manufacturers have 181.6 GW module and 86.1 GW cell capacity under construction, expected to be commissioned by 2027. Moreover, 97 GW module and 84.7 GW cell capacity have been announced and are expected to be online by 2030 or earlier.
“Although companies have announced large production capacities, the actual operational capacities can be 30 to 40% lower,” said Raj Prabhu, CEO of Mercom Capital Group. “New modulelines usually take a few months to stabilize before they are achieved full use, while smaller facilities continue to work at lower levels, limited by outdated technologies, lack of scale and modules with a lower wattage that are no longer in question.
Gujarat remained the leading state for the production of module, good for 41.6% of national capacity from June 2025. Rajasthan and Uttar Pradesh followed with the production capacities of the module of 12.8 GW and 11.5 GW. Gujarat also had the largest annual solar cell capacity at 47.3%.
In the first half of 2025, India imported 44.6 GW of solar modules and cells. Modules formed 34% of import, while cells were good for 66%.
Domestic manufacturers exported nearly 3 GW of modules and 83 MW cells in the same period, mainly to the United States.
“The export has also been hit hard. Shipping to the United States, which were good for more than 95% of the Indian module exports, stopped after the recent rate of 50%,” Pabhu added.
This content is protected by copyright and may not be reused. If you want to work with us and reuse part of our content, please contact: editors@pv-magazine.com.
