India’s Renewable Energy Policy To Mandate Domestic Solar Components For Projects Starting 2028

The government has introduced ALMM List-III, covering solar ingots and wafers, in addition to modules and cells already regulated under ALMM. This mandate is part of India’s broader push to deepen value addition across the solar supply chain. Grandfathering provisions will safeguard ongoing projects, ensuring a smooth transition for developers.

Industry Impact
The move is expected to significantly reduce reliance on imports, particularly from China, while encouraging investment in backward integration of solar manufacturing. By mandating local production, India aims to boost employment, attract capital, and enhance competitiveness in renewable energy. The policy also aligns with India’s target of becoming a global solar manufacturing hub.

Key Highlights

• Mandate effective from June 1, 2028
• ALMM List-III introduced for solar ingots and wafers
• Grandfathering provisions to protect ongoing projects
• Policy designed to reduce import reliance and strengthen domestic supply chain
• Supports India’s ambition to lead in global solar manufacturing

Outlook For Renewable Energy
Analysts believe this mandate will accelerate India’s clean energy transition by fostering self-reliance in critical solar components. While industry players may face short-term challenges in scaling production capacity, the long-term benefits include stronger domestic manufacturing, reduced supply chain risks, and enhanced energy security.

Sources: Mercom India, Chemical Industry Digest, PIB Delhi