| Parameter | Recent Status & Rules |
| The Massive Supply Mismatch | India has built a robust panel assembly capacity surpassing 193 GW for modules (ALMM List-I), but its raw cell manufacturing capacity sits at just ~7 GW, creating a near-term domestic supply crunch. |
| ALMM List-II Rules | Starting June 1, 2026, all government-supported, open-access, and net-metering solar deployments must mandatorily buy solar cells from the MNRE approved domestic list. |
| Tariff Barriers Against Imports | To insulate local factories from cheaper alternatives, the government keeps a strict 25% Basic Customs Duty (BCD) on solar cell imports alongside a 30% anti-dumping duty specifically targeting Chinese cells. |
| The Ingot & Wafer Roadmap | The government's localization push will move even deeper upstream; MNRE has already mandated that locally made solar ingots and wafers must be used starting June 1, 2028. |
| Conglomerate Capital Infusion | Major industrial companies are racing to bridge the capacity gap. Tata Power has commissioned a 4.3 GW cell plant, while Reliance Industries is constructing a massive 20 GW fully integrated facility in Gujarat. |
