Manufacturing

The U.S. Trade Representative has extended the exclusion of 178 items from the Section 301 import tariffs that were put in place by the prior administration in 2024. The still standing tariffs include a 50% increase on solar cells.

About 11 GW of solar modules were shipped to the Indian market in Q3 2025 by 28 major players—both domestic and international—with Waaree leading the supplies at approximately 1.4 GW, according to the latest JMK Research report.

Recyclability has to be considered a core engineering constraint by the battery industry. Adhesives and composites use could be reduced along with designing packs with cell visibility and enabling cell level separation should be a thing of the future. Standardization, which has been avoided for competitiveness for now, must be implemented since that will actually reduce costs across the value chain in the long term.

Chinese manufacturer Sunman is to build a 500 MW per annum solar module production facility in the New South Wales Hunter Valley after securing funding support from both the state and federal governments.

JinkoSolar says it has increased the efficiency rating for its perovskite-silicon tandem solar cells from 34.22% to 34.76%, confirmed by China’s National PV Metric & Testing Center (NPVM).

Emmvee Photovoltaic Power has reported that its consolidated revenue for the first half of FY 2026 surged 193.5% year-on-year to INR 2,159 crore. Profit after tax (PAT) for H1 jumped 578.6% to INR 425.5 crore.

The solar module deliveries are scheduled for the financial years 2025–26 and 2026–27.

A report from the International Renewable Energy Agency (IRENA) notes that while it is still uncertain whether sodium-ion batteries will become a disruptive alternative to lithium-ion technology, they could offer significant cost-saving opportunities in applications such as electric vehicles and large-scale energy storage.

NLC India has launched a tender for procurement of 579.74 MWp PV modules for its upcoming 810 MW solar power project in the RVUN Solar Park at Pugal, Bikaner, Rajasthan.

India’s renewable energy journey has long been narrated through the lens of capacity: gigawatts added, modules produced, plants commissioned. While these indicators are important, genuine leadership will arise from our ability to embed advanced materials, high-efficiency solar cell architectures like TOPCon, N-Type and rear-contact technologies, robotics-driven precision manufacturing, and AI-enabled predictive monitoring into our value chains.