Under the government’s Approved List of Models and Manufacturers (ALMM) List-I, module capacity was 173.1GW, with cell capacity under ALMM List-II nearly 26.5GW. The top ten Indian manufacturers accounted for 44% of module and 99.5% of cell production capacity.
This surge was driven by the Government of India’s solar initiatives, including the PM Surya Ghar program and the ALMM List-II domestic cell mandate introduced last year. These policies boosted demand for both utility-scale solar projects in the pipeline and rooftop solar installations.
Technology mix
Mercom said that approximately 70% of installed module manufacturing capacity was based on tunnel oxide passivated contact (TOPCon) technology, followed by monocrystalline at over 25%. Polycrystalline and thin-film technologies accounted for around 2% each, while heterojunction (HJT) module capacity, at about 1%, was included for the first time. The remainder comprised a combination of HJT and TOPCon.
For cells, monocrystalline technology accounted for more than 57% of production capacity, followed by TOPCon (over 39%) and polycrystalline (3.5%).
State-wise distribution, imports and exports
Furthermore, the Mercom report highlighted that Gujarat led module manufacturing with a 45% share, followed by Rajasthan (10%) and Tamil Nadu (7%). Gujarat also dominated cell production with approximately 45%, with Tamil Nadu (16%) and Karnataka (13%) trailing.
Domestic manufacturers exported around 5GW of modules and 192MW of cells in 2025. The US accounted for 96.8% of module exports, while 57% of cell exports went to the UAE.
Solar PV module exports in Q4 2025 reached US$98.96 million, while imports of modules totalling US$216.25 million, with Vietnam (33%), China (32%), and Malaysia (31%) as leading suppliers. Solar cell imports rose 31% quarter-on-quarter to US$892.15 million, dominated by China at 67% of total imports.
Earlier this month, JMK Research’s Q4 2025 India RE Update report noted that India’s solar module capacity grew nearly 14-fold between 2020 and 2025, reaching 200GW, of which 145GW was enlisted under ALMM.
India is projected to add 42.5GW of new solar capacity in 2026, including 32.5GW from utility-scale projects, 8.5GW from rooftop solar, and 1.5GW from off-grid installations. During Q4 2025, the country added 6.2GW of utility-scale solar, a 23% decline from the previous quarter, while rooftop installations reached 2.1GW, down 22% quarter-on-quarter.
https://www.pv-tech.org/indias-cumulative-solar-module-capacity-reaches-210gw-cell-capacity-hits-27gw-mercom/
