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 solar dumping case reaction: “Tariffs are a half-baked measure”
Rahul Gupta, founder and MD of Indian solar developer Rays Experts tells pv magazine that the anti-dumping case lodged against Chinese, Taiwanese and Malaysian solar companies could deliver temporary blow to India’s solar momentum, but in the longer-term it might be best for the sector.
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IDFC acquires 190 MW of Indian PV projects from First Solar
The infrastructure fund of IDFC Alternatives has signed an agreement to purchase 190 MW worth of solar PV assets from First Solar Power India, an affiliate of First Solar Group. The projects are located om the states of Andhra Pradesh and Telangana.
India energy ministry plans 7.5 GW support program for domestic solar manufacturing
The Ministry of New and Renewable Energy has initiated the second phase of its CPSU program to provide installation capacity totaling 7.5 GW of solar projects made using domestically manufactured solar cells and modules.
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IRENA: Renewable energy can meet a quarter of India’s energy demand
As India’s energy needs are rising fast, the increased use of renewables in 2030 could save the economy 12 times the installation costs, when reduced environmental and health damage are taken into account, shows International Renewable Energy Agency’s roadmap to 2030, ranking solar as the country’s second largest source of renewable energy.
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