India’s solar cell manufacturing capacity is projected to rise from 10 GW in FY24 to 50-55 GW by FY27, according to CRISIL Ratings, headquartered in India. The expansion requires an estimated INR 28,000-30,000 crore (~$3.19-3.42 billion) capex, financed through a 70:30 debt-equity mix, supported by strong balance sheets. The government mandates using domestically manufactured cells in open access, net metering, and supported projects to boost production. Announced expansions of 45-50 GW will raise total capacity to 55 GW. Module manufacturing grew from 7 GW in 2020 to 60 GW in 2024, reducing imports to 25% of total demand. However, solar cell imports remain at 80%, mainly from China. Domestic cell supply will support over 50% of module capacity by FY27. Despite expansion, locally produced cells will be 80-90% costlier than imports, impacting project costs, according to the report.
CRISIL projects India solar cell manufacturing to reach 55 GW by FY27
India solar cell manufacturing is expected to reach 55 GW by FY27 as CRISIL projects growth, driven by a government mandate on approved domestic cells.
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