US government ne Indian solar imports par bhari bhar-kam duties laga di hain. Yeh news un companies ke liye bada jhatka hai jo apna **95%** export US bhejti thi. Ab sabki nazar is baat par hai ki yeh manufacturers domestic market mein kaise pivot karenge.
US ka bada action
US Department of Commerce ne Indian solar cells aur modules par kadak stand liya hai. Anti-dumping duty (123.04%) aur countervailing duty (126.09%) milakar total duty 249% ke paar chali gayi hai. Iska matlab saaf hai—US market, jo hamare exports ka 95% hissa tha, ab effectively band ho chuka hai.
Business model mein badlav ki zaroorat
Jo companies US market par depend thi, unhe ab turant apna sales strategy badalna padega. High-margin US market chhutne se revenue par pressure aayega. Ab sawaal yeh hai ki kya yeh companies apna maal domestic market mein adjust kar payengi?
ALMM aur domestic market ka sahara
Government ka ALMM policy yahan ek support system ki tarah hai, kyunki yeh government projects mein desi modules use karna mandatory banata hai. India ki solar capacity 242.7 GW (Q2 2026) tak pahunch chuki hai. Agar domestic demand supply se match nahi kar paayi, toh market mein oversupply aur price war shuru ho sakta hai.
Investors ke liye caution
Jo firms upstream (cells/wafers) mein integrated nahi hain, unke margins par sabse zyada maar padegi. Vikram Solar jaise players ne domestic orders toh pakde hain, lekin overall industry mein capacity glut ka risk bana hua hai. 14 October 2026 ko US International Trade Commission ka final verdict aayega, tab tak stock movement par nazar rakhein.