India, June 3 -- India's ALMM List-II rules require government-backed, net-metered and open-access solar projects commissioned from 1 June 2026 to use domestically manufactured solar cells.

Manufacturers warn that domestic solar cell capacity, at about 31GW, is far below module manufacturing capacity of around 193GW.

The mismatch is sharper in TOPCon technology, where approved module capacity is nearly 172GW but domestic cell capacity is only around 10GW.

Standalone module makers say limited open-market cell supply could strand investments, disrupt production and favour large vertically integrated manufacturers.

Industry leaders broadly support domestic solar manufacturing, but several manufacturers are seeking a transition period to ...