India installed solar power generation capacity totaling 26.6 GW in the first nine months (9M) of the calendar year 2025, an increase of 53.7% compared to 17.3 GW added in 9M 2024, according to Mercom India’s newly released report, Q3 2025 India Solar Market Update. With this, India’s cumulative installed solar capacity reached 125.5 GW as of Sep. 30, 2025
Large-scale solar accounted for 81.5% of the capacity commissioned in 9M 2025, while rooftop solar contributed 18.5%.
The report stated that faster execution ahead of the ISTS waiver deadline and the upcoming ALMM II compliance window boosted commissioning activity in the first nine months of 2025, even as capacity additions declined in Q3.
In Q3 2025, 6.6 GW of large-scale solar capacity was commissioned—32.3% down quarter-over-quarter (QoQ) compared to 9.7 GW in Q2 2025, but more than 141% up YoY from 2.7 GW in Q3 2024.
The Mercom report stated that the installations declined in Q3 due to delays for critical HT equipment, uneven grid readiness, and rising curtailment risks. Additionally, ALMM-II uncertainty, limited availability of TOPCon modules, and delayed price quotes from Tier 1 manufacturers disrupted procurement schedules.
Rajasthan, Maharashtra, and Gujarat led large-scale solar capacity additions in the quarter. Rajasthan contributed 38.2% to installations in Q3, while Maharashtra and Gujarat comprised 20.2% and 17.7% respectively, of the capacity commissioned during the quarter.
“Solar installations in the first nine months of 2025 were the highest India has ever recorded, surpassing all of 2024,” said Raj Prabhu, CEO at Mercom Capital Group. “The industry made solid progress this quarter, but supply constraints, grid congestion, and curtailment continued to hinder execution. DCR supply remains tight and expensive, though long-term visibility is improving. The GST cut provided some relief, but higher cell and module duties offset much of the gain. Looking ahead to 2026, grid constraints remain the primary concern, and transmission capacity must scale rapidly to support growth at this pace.”
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