Waaree Energies Expands Solar Manufacturing Capacity

Waaree Energies' subsidiary, Sangam Solar One Private Limited, has begun operations at a new solar module manufacturing facility in Samakhiali-Kutch, Gujarat. The plant features four production lines, each with an annual capacity of 750 MW, bringing the total capacity of this new facility to 3000 MW (3 GW). The facility officially began operations on April 06, 2026.

This 3 GW capacity addition significantly bolsters India's domestic solar manufacturing capabilities and reinforces Waaree Energies' position as a leading player in the solar value chain. The expansion supports India's goals for energy independence and self-reliance in renewable energy production, potentially reducing the need for imported solar components.

Waaree Energies has been actively scaling its solar module manufacturing capabilities, with a significant focus on Gujarat. The company commissioned multiple lines and facilities in the state during 2025. In late 2025, Waaree expanded its Samakhiali plant capacity to 3 GW. This latest facility, also at the Samakhiali site, adds further capacity. Waaree's global solar module manufacturing capacity now totals approximately 22.3 GW, with about 19.7 GW located in India, highlighting its commitment to domestic production.

The new facility directly increases Waaree's annual solar module manufacturing capacity by 3000 MW. This enhancement strengthens the domestic supply chain for modules and further solidifies Waaree's position as India's largest solar module manufacturer. The expansion also extends its operational presence within Gujarat.

Indian solar manufacturers like Waaree face potential challenges from international trade policies. The US Department of Commerce has imposed preliminary countervailing duties (CVD) on solar PV imports from India, with rates as high as 126%, which could affect export prospects and market sentiment.

Waaree operates in a competitive landscape with other major Indian solar manufacturers:

• Vikram Solar: Known for its manufacturing capacity and panel efficiency, it's a key player in the domestic market.
• Adani Solar: Boasts a 4 GW manufacturing capacity and aims to build a 10 GW solar PV manufacturing ecosystem.
• Tata Power Solar: A pioneer with 635MW module production capacity and 500MW cell lines.
• Goldi Solar: Has annual manufacturing capabilities of 2.5 GW.

The company added 3000 MW of new solar module manufacturing capacity in FY26, with each production line contributing 750 MW.

Looking ahead, key developments to track include further updates on Waaree's total solar module and cell manufacturing capacities, its order book, and its ability to absorb new capacity. Market reaction to US CVD on Indian solar exports and any further strategic expansions by Waaree will also be important, alongside the scaling efforts of its peers.