According to market reports, India’s Jindal Stainless Limited (JSL) and Oyster Renewable Energy Limited (OREL) have partially commissioned a 315.6 MW hybrid solar-wind power project. The first phase (216 MW) in Madhya Pradesh is now operational, with the remaining 99.5 MW in Gujarat launching soon. Developed by OREL, the project entails a total investment of $211 million, including a $14 million contribution from JSL. This facility integrates bifacial solar modules and 3.15 MW wind turbines to ensure a stable clean energy supply for industrial use. Once fully operational, the project will help JSL reduce its carbon emissions by approximately 650,000 mt per year, highlighting its transition toward green stainless steel production.

Premier Energies Ltd has started trial production at its 5.6 GW solar module manufacturing facility in Seetharampur, Telangana, producing G12R TOPCon modules with zero-busbar ('0BB') architecture. This new 75-acre factory boosts the company's total module capacity beyond 10 GW. The highly automated plant can produce up to four modules every 16 seconds and uses 'AI'-powered fault detection. Company executives highlighted the facility's role in scaling integrated manufacturing and supporting India's clean energy goals. Premier Energies is also executing a $1.38 billion capital expenditure plan over three years to double its capacity, expand into ingots and wafers, and diversify into inverters and battery systems.

Reliance Industries secured a binding 15-year, $3 billion agreement to supply green ammonia to South Korea's Samsung C&T starting in FY2029. This landmark deal supports India's 'National Green Hydrogen Mission' and underpins Reliance's integrated new energy platform, which features in-house manufacturing of solar modules, 'BESS', and electrolyzers. The partnership is a major step in Reliance's strategy to become a leading global exporter of cost-competitive green fuels.

India's Solarium Green Energy has commissioned a 1 GW fully automated solar module facility in Ahmedabad, Gujarat. Backed by an INR 900 million investment, the plant manufactures high-efficiency 'G12' modules up to 725 Wp using 'TOPCon', half-cut, and bifacial technologies. This move toward backward integration aims to secure Solarium's 'EPC' supply chain, boost margins, and potentially generate over INR 10 billion in annual revenue.

India added 119 GW of solar module manufacturing capacity and over 9 GW of cell capacity in 2025, bringing cumulative totals to 210 GW and 27 GW, respectively. According to a new report from Mercom India, this massive expansion was driven by a robust utility-scale pipeline, the 'PM Surya Ghar' residential rooftop program, and the domestic cell mandate under 'ALMM List II'. With declining demand for mono PERC and rising capital requirements shifting market share toward larger, more efficient manufacturers. On the trade front, India imported 99 GW of solar modules and cells in 2025 (which solar cells accounts for 75%), while domestic players exported around 5 GW of modules, predominantly to the US, and 192 MW of cells, mostly to the UAE.

RenewSys India has inaugurated a 3 GW 'AI-powered', fully automated solar module manufacturing facility in Khopoli, Maharashtra, expanding its total module capacity to 5.6 GW. The 65,000 sqm plant integrates advanced production technologies and digital monitoring systems to ensure consistent product quality for its 'TOPCon G12R' modules. Located near Mumbai, the site offers strong multimodal connectivity to enhance supply chain efficiency for both domestic and export markets. Looking ahead, RenewSys targets 24 GW of total PV component capacity and plans to install a 4.5 GW solar cell production line by fiscal year 2026-27.

Eastman Auto & Power has opened an 800 MW solar module manufacturing facility in Sonipat, Haryana, advancing its 'Make in India' footprint. The plant supports the company's strategy to provide integrated solar solutions, combining its newly manufactured PV modules with its existing portfolio of grid-tie, off-grid, and hybrid inverters, as well as energy storage batteries. By complying with domestic content requirement (DCR) rules and MNRE standards, the locally produced modules are eligible for government-supported programs, including the PM Surya Ghar Muft Bijli Yojana, which aims to accelerate residential rooftop solar deployments across the country.

On February 3, 2026, the United States and India formally signed a bilateral trade agreement, reaching a significant consensus on tariff arrangements for Indian goods exported to the US market. Under the terms of the agreement, the reciprocal tariff rate applicable to Indian goods (including solar modules and energy storage components) was reduced from 25% to 18%.

Pahal Solar has expanded its solar module manufacturing capacity to 3 GW, with the additional output successfully included in India’s Approved List of Models and Manufacturers (ALMM) as of February 7, 2026, and certified under BIS 2023 standards. Aligning with government push for domestic manufacturing, the company has also commenced construction on a new manufacturing complex in Surat. This new facility will house a 2 GW Tunnel Oxide Passivated Contact (TOPCon) solar cell unit and a 2 GW aluminum frame production unit, both targeted for commissioning by late 2026.

Omani manufacturer United Solar Holding has commenced production at its polysilicon facility in the Sohar Freezone, targeting an annual capacity of 100,000 metric tons, which enough to support 40 GW of solar modules. The milestone follows the closure of a massive debt financing package in mid-January totaling over $900 million, split between a $480 million facility led by the International Finance Corporation (IFC) and over $400 million from local commercial banks. The project's largest shareholder, Future Fund Oman, has increased its stake to approximately $260 million.