Markets & Policy
India’s solar industry is fundamentally shaped by policy frameworks, national goals like the 500 GW renewable energy target, and instruments such as the Production Linked Incentive (PLI) scheme, KUSUM program, and various state-level incentives. This category offers deep analysis and updates on auctions, tariffs, import duties, domestic content requirements, and shifting investment dynamics. We explore how central and state governments collaborate with the private sector to overcome infrastructure, grid, and regulatory challenges—making this one of the world’s most closely watched energy transition markets.
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India curtailed more than 8 TWh of solar generation in Q1 FY2027: Kearney
India curtailed more than 8 TWh of solar power generation between April and June 2026, with grid congestion identified as a major factor, according to a report by global management consulting firm Kearney. The report says the nation’s ambition to hit 500 GW of renewable energy capacity by 2030 will depend on how quickly the power transmission network scales up its planning, execution, and digitalization capabilities.
Beyond the battery: Building India’s electronics backbone for the energy transition
The energy-storage value chain should not be viewed only through the lens of battery chemistry and gigawatt-hours. There is a parallel value chain developing around the battery, covering design, PCBA, embedded controls, power electronics, sensing, communication, testing and system integration.
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India heading to 20 GW of installed capacity by the end of this financial year
In the last four quarters in India 7.5 GW were installed. The total accumulative capacity reached 16.2 Gigawatt, reports Bridge to India. After rapid growth in the last quarters the market will probably slow down somewhat.
Moser Baer Solar asks Indian central bank to postpone loan repayment
Troubled PV module supplier Moser Baer Solar (MBSL) has asked the Central Bank of India to postpone its loan repayment schedule on claims that its business prospects have been damaged by a deluge of cheap Chinese PV modules that have flooded into the Indian market.
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