Reliance Infra Unveils Plans to Set Up Integrated Solar and Battery Manufacturing Giga Factories
Reliance Infrastructure has announced plans to set up two integrated giga-factories to manufacture ingots, wafers, cells, modules, and advanced battery cells and packs as part of its clean-energy expansion.
December 09, 2025. By Mrinmoy Dey
The company’s solar manufacturing ecosystem will cover the complete upstream value chain, including ingots, wafers, cells, and modules, with production lines configured for next-generation technologies such as TOPCon+, back-contact, and tandem cells, the company mentioned in an investor presentation.
The roadmap aligns tightly with India’s clean energy policy framework, which includes a 500 GW renewable energy target by 2030, PLI support for domestic manufacturing, and the phased expansion of the Approved List of Models and Manufacturers (ALMM) to cover cells, wafers, and ingots by 2028.
“With solar capacity additions forecast to exceed 55–60 GW annually by 2030 and battery storage requirements expected to touch 236 GWh in the early 2030s, Reliance Infra aims to position itself at the core of India’s vertically integrated clean-tech supply chain,” it said.
Industry analysis suggests a significant upstream gap between module and wafer/ingot capacity, which is expected to widen as ALMM norms tighten. Reliance Infra plans to capture this whitespace through advanced manufacturing that enables value retention across the entire production cycle and mitigates exposure to technology transitions.
In parallel, its battery manufacturing facility will span cell production, pack assembly, and containerised systems designed for improved thermal stability and cost efficiency.
The company is targeting the midstream segment – cell manufacturing, pack assembly, and turnkey BESS system integration – which accounts for 60–70 percent of the total value in the storage ecosystem, the company stated.
It further added that with India currently meeting less than 10 percent of its cell demand domestically and facing more than 60 percent import dependency, Reliance Infra sees an opening to build large-scale competitive capacity. “This ambition is reinforced by a strong policy environment, including VGF support, PLI incentives for 50 GWh of cell manufacturing, and mandates for co-located energy storage alongside renewable assets,” it said.
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