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					</table><p>The Ministry of New and Renewable Energy (<a href="https://mnre.gov.in/en/" target="_blank" rel="noopener">MNRE</a>) has expanded the Approved List of Models and Manufacturers (ALMM) List-II for solar cells in its seventh revision.</p>
<p><a href="https://www.renewsysworld.com/" target="_blank" rel="noopener">RenewSys India</a> has entered the ALMM List-II with 452 MW of bifacial N-Type TOPCon solar cells at its manufacturing facility in the Ranga Reddy district of Telangana.</p>
<p>The enlisted model RESERV 71P of solar cells has dimensions of 182.2 mm × 183.75 mm, 16 BB, with no bus bars.</p>
<p>The bifacial cells have an average solar efficiency of 24.6% and an average wattage of 8.23 W, with an efficiency range of 24% to 25.6% and a wattage range of 8.03 W to 8.54 W.</p>
<p>The enlistment will be valid until April 29, 2030.</p>
<p>The total enlisted capacity under ALMM List II now stands at 29,758 MW from 29,306 MW in April.</p>
<p>India added nearly 119 GW of solar modules and over 9 GW of solar cell capacity in 2025, according to <a href="https://www.mercomindia.com/product/state-solar-manufacturing-india-2026" target="_blank" rel="noopener">Mercom India’s State of Solar PV Manufacturing in India 2026</a> report.</p>
<p>The manufacturing expansion was driven by demand from India’s large utility-scale solar project pipeline, residential rooftop targets, the PM Surya Ghar program, and the ALMM List-II domestic cell mandate. As a result of these policy initiatives, the country’s cumulative module manufacturing capacity reached approximately 210 GW, while cumulative cell capacity stood at roughly 27 GW by December 2025.</p>
<p>India’s solar cell manufacturing is expanding but continues to <a href="https://www.mercomindia.com/why-indias-solar-cell-production-lags-behind-module-manufacturing" target="_blank" rel="noopener">lag behind</a> module capacity due to higher capital intensity, technological complexity, and reliance on imports. While policy support through the production-linked incentive program, domestic content requirement mandates, and ALMM is driving growth and encouraging backward integration, domestic production still falls short of demand. Rapid technology shifts add investment risk, as cell manufacturing requires advanced equipment, cleanroom infrastructure, and continuous upgrades. Despite these challenges, new integrated facilities are expected to narrow the gap over time, although cost and technology barriers remain key constraints.</p>
<p>Last October, MNRE <a href="https://www.mercomindia.com/mnre-wants-solar-tenders-scrapped-for-circumventing-almm-mandate-for-cells" target="_blank" rel="noopener">took</a> serious note of government agencies issuing tenders with short bid submission timelines, clearly intended to circumvent the ALMM mandate on solar cells. It stated that any existing tenders with short bidding timelines that were issued without complying with the General Financial Rules and Central Vigilance Commission regulations must, if necessary, be scrapped and new bids issued in full compliance with the rules.</p>
<p>Earlier, to accelerate its push to create domestic manufacturing capacity across the solar value chain, the government <a href="https://www.mercomindia.com/mnre-proposes-almm-for-wafers-ingots-in-solar-backward-integration-push" target="_blank" rel="noopener">proposed</a> mandating the use of India-made wafers under ALMM starting June 1, 2028. MNRE, in a draft amendment to the ALMM order, proposed creating an ALMM List-III for wafers, on the lines of solar modules and cells.</p>
<p>The ALMM for solar wafers will not be issued unless it includes at least three wafer manufacturing units that operate independently and are not under common ownership or control, with an aggregate wafer manufacturing capacity of 15 GW per year.</p>



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					</table><p>India added nearly 119 GW of solar module and over 9 GW of solar cell capacity in 2025, according to <a href="https://www.mercomindia.com/product/state-solar-manufacturing-india-2026" target="_blank" rel="noopener">Mercom India’s State of Solar PV Manufacturing in India 2026</a> report.</p>
<p>The manufacturing expansion was driven by demand from India’s large utility-scale solar project pipeline, residential rooftop targets, the PM Surya Ghar program, and the Approved List of Models and Manufacturers (ALMM) List-II domestic cell mandate.</p>
<p>As a result of these policy initiatives, the country’s cumulative module manufacturing capacity reached approximately 210 GW, while cumulative cell capacity stood at roughly 27 GW by December 2025. Of this, module capacity under ALMM List-I stood at 173.1 GW, while cell capacity under ALMM List-II was nearly 26.5 GW as of this report’s release. Currently, the ALMM-certified cell capacity accounts for only 15.3% of ALMM-certified module capacity.</p>
<p>Priya Sanjay, Managing Director at Mercom India, said the ALMM mandate was the primary driver of growth in the solar manufacturing segment. The pace is accelerated by the June deadline, when it becomes compulsory to use domestic modules with cells made in India for most projects, except behind-the-meter projects.</p>
<p>She added that the PM Surya Ghar program has increased demand, as the government has mandated domestic content requirements (DCR) for modules under the program. Additionally, several open access solar projects for commercial and industrial (C&amp;I) customers are being operationalized, adding to the growth.</p>
<p>The top 10 manufacturers accounted for 44% of the cumulative module capacity and 99.5% of the cumulative cell production capacity, highlighting a high level of consolidation in the sector.</p>
<p>In terms of technology, monocrystalline cells accounted for more than 57% of production capacity, followed by TOPCon at over 39%. Polycrystalline cells accounted for a small share, approximately 3.5%.</p>
<p>“Domestic cell manufacturing capacity is expected to begin increasing on paper after March based on commissioning timelines, ahead of the ALMM domestic cell mandate taking effect in June. However, newly commissioned production lines typically take about eight months to stabilize and reach optimal yields. As a result, installed capacity may appear to rise after March, but the effective supply available to module manufacturers will increase more gradually, with meaningful availability likely emerging only toward the end of the year as new facilities complete their stabilization cycles,” said Raj Prabhu, CEO of Mercom Capital Group.</p>
<p>TOPCon dominated module manufacturing by the end of 2025, accounting for around 70% of the module production installed capacity, followed by monocrystalline modules at more than 25%. Polycrystalline and thin-film modules each accounted for roughly 2%.</p>
<p>Heterojunction Technology (HJT) module manufacturing capacity, accounting for approximately 1% of the total capacity added, was included for the first time.</p>
<p>“Solar module manufacturing in India is ripe for consolidation. Declining mono PERC demand, lower utilization at smaller facilities, and rising capital requirements are shifting market share toward larger, integrated, and more efficient manufacturers,” added Prabhu.</p>
<p><a href="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-7.png"><img loading="lazy" decoding="async" class="aligncenter wp-image-92094 size-full" src="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-7.png" alt="India Added 119 GW Solar Module and 9 GW Cell Capacity in 2025 " width="483" height="402" srcset="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-7.png 483w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-7-300x250.png 300w" sizes="auto, (max-width: 483px) 100vw, 483px" /></a></p>
<p>Gujarat emerged as the leading module manufacturing hub as of December 2025, accounting for about 45% of module production capacity, followed by Rajasthan with 10% and Tamil Nadu with 7%.</p>
<p>In cell manufacturing as well, Gujarat led among states, accounting for 45% of the total production capacity. It was followed by Tamil Nadu and Karnataka at 16% and 13%, respectively.</p>
<p>Commenting on Gujarat leading the way in the solar manufacturing business, Sanjay said that the state is well-positioned geographically and has the basic infrastructure for solar manufacturing companies to establish their facilities.</p>
<p>“The state is close to Rajasthan and Maharashtra, major solar markets, contributing to Gujarat&#8217;s success. Also, in terms of exports and imports, it has ports, which give it the tailwind as compared to other states. The government is very keen on supporting existing industries and attracting new ones to the state. This has led to the growth of industry clusters in the state, which further contributes to the growth of the solar manufacturing business,” Sanjay noted.</p>
<p><a href="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5.png"><img loading="lazy" decoding="async" class="aligncenter wp-image-92092 size-full" src="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5.png" alt="Solar Manufacturing Report New 5" width="784" height="477" srcset="https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5.png 784w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5-300x183.png 300w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5-768x467.png 768w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5-650x395.png 650w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5-624x380.png 624w, https://mercomindia.s3.ap-south-1.amazonaws.com/wp-content/uploads/2026/03/Solar-Manufacturing-Report-New-5-600x365.png 600w" sizes="auto, (max-width: 784px) 100vw, 784px" /></a></p>
<p>Despite strong domestic capacity additions, India imported around 99 GW of solar modules and cells in 2025, with cells accounting for 75% of the imports.</p>
<p>Domestic manufacturers exported roughly 5 GW of modules and 192 MW of cells. The U.S. emerged as the largest market for modules, with 96.8% of total exports going to the country, while 57% of cell exports went to the UAE.</p>
<p>Mercom&#8217;s <a href="https://www.mercomindia.com/product/state-solar-manufacturing-india-2026" target="_blank" rel="noopener">Mercom India’s State of Solar PV Manufacturing in India 2026</a> is 131 pages long and covers all facets of India&#8217;s solar PV manufacturing market, including an overview of demand and supply, top manufacturers, market outlook and projections, manufacturing trends, and other details.</p>
<p>For the complete report, visit: <em><a href="https://www.mercomindia.com/product/state-solar-manufacturing-india-2026" target="_blank" rel="noopener">https://www.mercomindia.com/product/state-solar-manufacturing-india-2026</a></em></p>


India Added 119 GW Solar Module and 9 GW Cell Capacity in 2025


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					</table><p>The Ministry of New and Renewable Energy (<a href="https://mnre.gov.in/" target="_blank" rel="noopener">MNRE</a>) has added two new entrants, <a href="https://www.easyphotovoltech.com/" target="_blank" rel="noopener">Easy Photovoltech</a> and <a href="https://akshayasolar.com/" target="_blank" rel="noopener">Akshaya Solar Power</a> (India), to the Approved List of Module Manufacturers (ALMM), adding 81 MW and 33 MW of capacity, respectively.</p>
<p>However, the cumulative module manufacturing capacity decreased to 67,188 MW from 67,401 MW due to the registration expiration of some companies.</p>
<p>The number of solar module manufacturers under ALMM has increased to 92 after these additions.</p>
<p>FS India Solar Ventures, <a href="https://www.renew.com/" target="_blank" rel="noopener">ReNew Photovoltaics</a>, <a href="https://bluebirdsolar.com/?srsltid=AfmBOop4Nq9uTCNDktv0-PR1_VrZ-kchj6ztzr92NVnxS3VxqDo7JIM8" target="_blank" rel="noopener">Blue Bird Solar</a>, and <a href="https://australianpremiumsolar.co.in/" target="_blank" rel="noopener">Australian Premium Solar</a> (India) were included in the provisional ALMM list with an applied capacity of 7,454 MW.</p>
<p>Provisional ALMM enlistment is granted within seven days of BIS certification. A time limit of two months is provided for factory inspection and final enlistment, failing which the provisional enlistment will be deemed the final enlistment.</p>
<p>MNRE last <a href="https://www.mercomindia.com/mnre-adds-3-gw-of-solar-module-capacity-to-almm" target="_blank" rel="noopener">updated</a> the ALMM in January this year. These updates included an addition of 3,015 MW of new capacity. New entries to the list included BVG India adding 367 MW, KLK Ventures adding 33 MW, and SAN Energy and Solution adding 27 MW to the total added capacity. Rayzon Solar, Sova Solar, Spark Solar Technologies, Swelect HHV Solar, and Vikram Solar increased their capacity by 1,369 MW, 765 MW, 82 MW, 76 MW, and 296 MW, respectively.</p>
<p>The introduction of ALMM has helped the domestic capacity of solar modules grow in recent years. Certain government projects mandate the use of modules included in ALMM. Solar cells will also come under the ambit of ALMM from June 1, 2026. The ministry <a href="https://www.mercomindia.com/list-ii-for-solar-cells-into-force-from-june-2026" target="_blank" rel="noopener">introduced</a> the ALMM List-II for solar cells last December.</p>
<p>According to Mercom’s State of Solar PV Manufacturing in India 1H 2024 Report, India <a href="https://www.mercomindia.com/india-module-manufacturing-capacity-2024" target="_blank" rel="noopener">added</a> 11.3 GW of solar modules and 2 GW of cell manufacturing capacity in the first six months of 2024. The capacity additions were driven by the reinstatement of the ALMM mandate in April this year.</p>


Solar Module Capacity Under ALMM Falls to 67.1 GW

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