India crosses 100 GW of integrated solar module capacity in 2026
Combined ALMM-listed module capacity in India crossed 100 GW in Q1 2026, driven by Waaree, Adani Solar, Vikram, and Goldi commissioning new 5 GW+ lines. Cell capacity still lags at 60 GW, leaving a 40 GW cell-to-module gap that imports continue to fill.
In 50 words: India's domestically manufactured solar module capacity, as tracked by the ALMM list, crossed 100 GW in Q1 2026. Cell capacity, however, lags at 60 GW — leaving a 40 GW gap filled by imports from China and Southeast Asia. Closing that gap is the next 18-month challenge.
What happened
India's combined ALMM-listed solar module capacity crossed the 100 GW mark in March 2026, per the latest List-III update from the Ministry of New and Renewable Energy. Waaree (28 GW), Adani Solar (10 GW), Vikram (5 GW), Goldi (6 GW), and a long tail of mid-sized players account for the bulk.
The cell-to-module gap
The bigger story is what's missing: cell capacity. Domestic cell production stands at roughly 60 GW, meaning 40 GW of installed module capacity still depends on imported cells — primarily from China, Vietnam, and Thailand. CBAM-style measures from the EU and tightening US domestic-content rules under the IRA mean Indian module exporters increasingly need traceable, ALMM-eligible cell supply.
What to watch next
The next 18 months turn on cell expansion. Reliance, Avaada Electro, Premier Energies, and Tata Power Solar all have cell lines under construction. If the cell-to-module ratio closes from 60% to 85%+ by end-2027, India's solar module export competitiveness changes materially.
Researched and drafted with AI assistance; reviewed and edited by the named editor within 24 hours of draft.