· Electronics & Manufacturing · Source: downtoearth.org.in

India’s solar ambitions face a factory-floor test: Rollout of new rules sparks industry concerns over domestic cell shortage, stranded investments

India's ALMM List-II rules, effective June 1, 2026, mandate domestically manufactured solar cells for all government-backed, net-metered, and open-access solar projects. However, domestic cell capacity (~31 GW) falls critically short of module manufacturing capacity (~193 GW), threatening standalone manufacturers with stranded investments. Industry seeks a phased transition period while integrated players like Waaree, Adani, and Tata stand to gain.

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