Energetica india Magazine

energetica INDIA- February_2026 53 FEATURE STORY Chanana informed that Jakson Solar is also steadily expand - ing its export footprint. “Our upcoming 6 GW manufactur - ing facility in Madhya Pradesh is being designed to meet in - ternational technical and quality benchmarks. From FY27 onwards, we are evaluating opportunities across the US, Europe, and West Asia, aligned with global supply-chain di - versification trends and the growing preference for trusted, non-China manufacturing partners,” he said. Addressing the Component Demand-Supply Gap India is strengthening its solar PV manufacturing base through BCD, mandatory DCR, PLI incentives, ALMM norms, and anti-dumping duties. Under the PLI scheme for high-efficiency solar PV modules, in Tranche-I, the govern - ment allocated INR 4,500 crore for 8.737 GW of fully inte - grated manufacturing units. In Tranche-II, letters of award were issued for 39.6 GW of fully/partially integrated units with a PLI allocation of INR 13,937.575 crore – including 15.4 GW of fully integrated (polysilicon to module), 16.8 GW of partially integrated (wa - fer to module), and 7.4 GW of cell + module capacity. Capac - ity expansion under the scheme has reached 2.2 GW at wafer, 9.7 GW at cell, and 18.6 GW at module stages, with further growth expected as ALMM expands upstream. The government has already added solar cells to the ALMM to be effective from June 2026 and proposed including wafers from June 2028, contingent on at least three domestic wafer units with 15 GW combined capacity and matching ingot ca - pability, to slowly build upstream capacity and address the demand-supply mismatch. Further, major players in the industry have announced in - got-wafer capacity expansion of over 50 GW. Tata Power Renewable Energy (TPREL) is establishing a 10 GW green - field solar ingot and wafer manufacturing facility in Nellore, Andhra Pradesh, with an investment of INR 6,675 crore. Premier Energies is setting up a 10 GW ingot wafer line in Naidupeta, Andhra Pradesh, with a capex of around INR 5,900 crore. The first phase of 5 GW is expected to be commis - sioned by December 2027. Waaree Energies also announced developing 10 GW of ingot wafer capacity by FY27. Adani Solar is the only manufacturer in the country with an active ingot-wafer capacity of 2 GW, and the company earlier announced its plan to extend it to 10 GW by 2027-28. ReNew announced investing INR 3,990 crore to build India’s first 6 GW ingot–wafer plant in Andhra Pradesh. Jakson Solar is establishing a 6 GW integrated manufacturing plant. “Upstream integration is a strategic long-term priority for us. Our long-term plan envisages up to 6 GW of integrated ingot, wafer, cell, and module capacity, aimed at enhancing self-reliance and supply security,” said Chanana.