on July 23 that the government is vigorously promoting localized manufacturing, resulting in a shortage of domestic solar cells. Photovoltaic
in India have reported that supply disruptions caused by regulations that came into effect on June 1 have threatened thousands of jobs and nearly $4 billion in investment." At the same time, it endangers the realization of India's target of photovoltaic installation in 2030.
"We have suffered huge losses in the past three months due to a lack of domestic cell supply," said Shailendra Shukla, chairman of Indian module maker Icon Solar, who expects output at its plant to be hit from the current 3.
of domestic production capacity. Companies that
lack their own battery equipment say they wait as long as six to eight months for domestic batteries , which almost doubles the cost of domestic components. It is much higher than products using solar cells made in China.
"India faces a severe battery supply shortage, and it may take three to five years to fill the gap," said Rajan Karsotra, senior consultant for EUPD research.
Local analysts said that the shortage of cells led to the shutdown of module factories, which could delay the promotion of solar energy projects in the country and push up costs, thus delaying India's goal of achieving 500 GW non-fossil energy power generation by 2030. According to the Central Electricity Authority of
India, solar power currently accounts for about 29% of the installed capacity of non-fossil energy power generation in India, and is expected to grow from 162 GW to more than 292 GW by 2030.
However, it is noteworthy that, according to the digital new energy DataBM.
Previously, in July 2025, India issued a solar cell list ALMM List-ll to promote the development of the local photovoltaic cell industry , which was originally scheduled to take effect on June 1 , 2026.
It is noteworthy that in 2019, the Ministry of New and Renewable Energy (MNRE) of India issued an ALMM list. It is divided into List-I (component) and List-II (battery)
ALMM List -l for components was implemented in 2024. In March 2026, India's Ministry of New and Renewable Energy launched the third ALMM List (ALMM List-III) for silicon ingots and wafers . The list will take effect on June 1 , 2028.
According to the provisions of the Act, solar projects falling within the scope of ALMM must purchase modules from List I, while modules must use cells from List II, and these cells must use silicon wafers from the new List III.
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