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Modules & Upstream Manufacturing

Musk proposes PV-powered AI satellite network to fight global warming

Elon Musk says a constellation of solar-powered artificial intelligence satellites could regulate the planet’s energy balance and limit global warming.

Solar module overcapacity to spur consolidation among smaller players: ICRA

ICRA says that India’s solar manufacturing segment is likely to face an overcapacity scenario, with annual solar capacity additions expected at 45–50 GW (DC) against an annual solar module production capacity of 60–65 GW — leading to consolidation among smaller or pure-play module manufacturers.

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Saatvik Green Energy reports 146% surge in H1 profit

Saatvik Green Energy’s H1 FY26 revenue from operations more than doubled to INR 16,838 million from INR 7,213 million in H1 FY25. H1 FY26 profit after tax (PAT) surged over 146% YoY to INR 2,021 million compared to INR 823 million in H1 FY25.

Solar tariffs kill Americans

Researchers show how solar panel imports saved nearly 600 American lives over a decade, while industry data indicates that the Suniva solar tariff may have caused more than one hundred preventable deaths.

AGC, NPC developing new PV cover glass recycling tech

The Japanese companies announced a partnership to advance the recycling of solar panel cover glass for application in architectural flat glass production.

Solar module recycling offers an INR 3,709 crore market opportunity in 2047: CEEW

India is estimated to generate over 11 million tonnes of solar waste by 2047. Recycling could meet up to 38% of India’s future solar material needs.

SAEL plans INR 4,575 crore IPO; files draft papers with SEBI

SAEL Industries Ltd has filed its Draft Red Herring Prospectus with market regulator Securities and Exchange Board of India (SEBI) to raise up to INR 4,575 crore through initial public offerings.

Saatvik Green Energy secures INR 299.40 crore solar module order

Saatvik Green Energy has secured orders aggregating to INR 299.40 crore for supply of n-type TOPCon solar PV modules. The supply of modules is scheduled from Dec. 2025 to March 2026.

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Researchers develop antimony-doped n-type silicon ingots to enhance solar module mechanical strength

An international team is proposing to use antimony-doped Czochralski-grown silicon as an alternative to n-type silicon for photovoltaic applications. Their analysis showed that 140 μm as-cut planar antimony-doped wafers exhibit slightly higher mechanical strength compared to common wafers doped with phosphorous.

First Solar plans fifth US factory with 3.7 GW capacity addition

First Solar will build a fifth US module plant with 3.7 GW of annual output, lifting its total domestic capacity to more than 14 GW by 2026 and reinforcing its position as the country’s largest solar manufacturer.

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