From No-Hopers to Players: The Rise of India’s New Solar Manufacturing States – Saur Energy

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India’s solar story is usually told through a handful of familiar names. These include Gujarat’s manufacturing clusters, Tamil Nadu’s early factories, or Karnataka/Rajasthan’s solar parks. Yet, with the advent of the renewable era, a quieter transformation has been unfolding across a new set of states that, until recently, had almost no presence in solar manufacturing.
Driven by policy support, production-linked incentives (PLI), and the government’s Approved List of Models and Manufacturers (ALMM) regime, these states are now emerging as new industrial centres in India’s solar supply chain. The ALMM framework, introduced by the Ministry of New and Renewable Energy (MNRE), mandates that solar projects supported by government schemes procure modules and cells from approved domestic manufacturers, effectively accelerating the growth of local manufacturing capacity.
The result is a striking shift. States like Haryana, Rajasthan, Uttar Pradesh, Odisha and Madhya Pradesh—once peripheral to the solar manufacturing ecosystem—are rapidly becoming production hubs. By the time the next phase of backward integration plays out, especially cells, ingots and wafers, expect India’s solar manufacturing map to be much more spread out as compared to 2025.  
Together, these new states represent the next wave of India’s solar industrial geography.
Haryana’s transformation into a solar manufacturing hub has been swift. Positioned near Delhi and supported by a strong industrial infrastructure, the state has attracted multiple module manufacturing facilities in recent years.
Saatvik Solar
Gautam Solar
ADM Solar Power & Infrastructure
Oswal Solar
Eastman Auto & Power
*ALMM listed capacity as of March 1, 2026. Eastman’s capacity as of March 1 revision was 374 MW
The region’s proximity to supply chains, logistics hubs, and engineering talent has made it a natural location for new factories targeting India’s expanding solar market.
Among the notable manufacturers with presence or major operations linked to the Haryana industrial corridor are Eastman Auto & Power, Saatvik Green Energy, Gautam Solar, and Oswal Solar, from Oswal Pumps. Companies like Saatvik are also expanding into integrated manufacturing that includes cell and module production, reflecting the broader shift toward vertical integration in India’s solar industry.
The manufacturing stack is now anchored by large Ambala‑area capacity and expanding module lines. Saatvik Green Energy Limited states that (as of 30 September 2025) it operates approximately 4.8 GW of module manufacturing capacity at its Ambala facility. The company plans to add 4 GW of solar module capacity by April 2026 and raise solar cell capacity to 4.8 GW by April 2027.
Like Saatvik, with its 3122 MW enlisted capacity in the state, Gautam Solar has also used Haryana as its scale platform with the latest enlisted capacity of 3224 MW in the state, as reported in the updated ALMM List. Oswal Solar has its 500 MW plus (ALMM enlisted capacity) facility at Karnal.
The most recent addition is Eastman Auto & Power, which has operationalised an 800 MW solar PV module manufacturing facility in Sonipat.
Rajasthan has long been known for hosting some of India’s largest solar parks. What is changing now is that the state is also becoming a manufacturing centre for solar hardware, not just a deployment hub.
Manufacturers are increasingly locating factories near the state’s large renewable energy ecosystem and transmission infrastructure. Companies, such as Insolation Energy, have expanded large automated module manufacturing lines in Rajasthan, while developers moving into manufacturing like ReNew have also established module production facilities in Jaipur. SAEL is the other major manufactuirer in the state with its facilities 
As of the 1 March 2026 ALMM List‑I update, Insolation Green Energy Pvt. Ltd. is shown with a capacity addition in the Dudu area (addressed in the list, with Rajasthan explicitly specified) to 4,282 MW/year of enlisted module capacity.
ReNew Photovoltaics Private Limited is listed with a Jaipur manufacturing location (Mahindra World City, Domestic Tariff Area Phase II) and 3,550 MW/year of enlisted module capacity, positioning it as another “multi‑GW” anchor inside the state. Grew Energy appears in the Rajasthan entries with a Dudu location and 3,015 MW/year of enlisted module capacity, reinforcing the sense that Jaipur‑region industrial geography has become a module‑factory corridor rather than merely a solar‑park hinterland.
Rajasthan Electronics & Instruments Ltd. (REIL) has also listed its modules in ALMM list, with a 10 MW solar module manufacturing capacity.
Uttar Pradesh’s solar ambitions extend far beyond installing panels. The state is aggressively building a manufacturing corridor centred around the Yamuna Expressway Industrial Development Authority (YEIDA). Notably, the Uttar Pradesh Solar Energy Policy 2022 (English booklet) sets an explicit deployment ambition of installing 22,000 MW of solar power projects by 2026–27, which is acting as a catalyst to solar manufacturers.
Major investments have begun flowing into the region. The RP-Sanjiv Goenka Group, for instance, plans to build a 3 GW solar cell manufacturing facility and integrated solar ecosystem hub in the YEIDA region, backed by an investment of more than ₹3,000 crore.
The existing top module manufacturers operating in the state are led by Indosolar, with 1525 MW listed capacity, Avaada Electro, with 1165 MW listed capacity, and Jakson Engineers Limited, with an ALMM enlisted capacity figure of 1,162 MW/year tied to its registration. Bluebird solar follows with 819 MW listed capacity under ALMM.
Alpex Solar with 423 MW capacity, BVG India Limited with a 367 MW/year capacity, and Fujiyama Power Systems Limited from Greater Noida with 355 MW/year of module capacity are the other major manufacturers in the state.
Uttar Pradesh’s distinct differentiator among the five profiled states is that it is already visible in the cell list. ALMM List‑II (cells), in its February 2026 revision, includes Fujiyama Power Systems with a Dadri/Gautam Buddha Nagar location in Uttar Pradesh and 437 MW/year of enlisted solar cell capacity—an early sign of upstream capability developing in the NCR belt rather than only in the western‑coastal cluster.
Eastern India has historically lagged behind western and southern states in renewable manufacturing. Odisha is now attempting to change that narrative.
The state is attracting large integrated solar manufacturing investments aimed at creating a complete domestic supply chain. One of the most significant announcements comes from Saatvik Green Energy, which plans to establish a 4 GW module manufacturing facility and a 4.8 GW solar cell plant in Odisha. These investments are part of a broader effort to bring solar manufacturing closer to emerging renewable energy markets in eastern India.
On the current ALMM‑listed manufacturing footprint, Odisha is still small relative to others in the list, but it is promising. Surya International Enterprise Private Limited appears in ALMM List‑I with a manufacturing location inside an “EMC Park” (Infovally II) in the Jatani–Bhubaneswar area and an enlisted module capacity figure of 397 MW/year. Indosol Solar Private Limited is listed at the same EMC Park location with 77 MW/year of enlisted capacity. AG Solar Urja Udyog is listed with a Rengali, Sambalpur location and 53 MW/year of module enlisted capacity.
If executed at scale, Odisha could become the eastern anchor of India’s solar manufacturing map.
Madhya Pradesh has traditionally focused on solar generation rather than manufacturing. However, that balance is beginning to change. Despite a strong history as a solar‑generation host, ALMM does not yet offer a clean, state‑attributable base of operating module plants for Madhya Pradesh in the same way it does for the other four states. However, the administrative measures are now laying the field for renewable manufacturers entering the space.
The state has started attracting investments for large integrated solar manufacturing projects that combine module production with upstream components. 
As per reports, Jakson Engineers (Jakson Group) planned to invest over ₹8,000 crore to build a 6 GW integrated solar manufacturing facility in Madhya Pradesh for modules, cells, wafers. This can potentially place the state of Madhya Pradesh as a national‑scale manufacturing hub rather than a small module cluster. Similarly, Insolation Energy Limited (INA), through its subsidiary Insolation Green Energy, has initiated construction of a 4.5 GW solar cell manufacturing facility and an 18,000 MT aluminium frame unit in Narmadapuram district, Madhya Pradesh.
Another big announcement for the state came from Gautam Solar – a ₹4,000 crore investment to set up a 5 GW solar cell manufacturing facility in Gwalior, Madhya Pradesh. The project, spanning 54 acres, will focus on producing advanced TOPCon solar cells. Phase 1 of the project is already underway, with a 2 GW capacity expected to be operational by 2026. 
GREW has also earmarked Narmadapuram in Madhya Pradesh for a 3 GW solar cell facility, which will form part of the state’s first renewable equipment manufacturing park. This capacity is expected to expand to 8 GW by 2026, taking GREW’s combined capacity in modules and cells to nearly 19 GW within two years.
For now, however, Madhya Pradesh remains “emerging” rather than “ALMM‑proved” on operating module capacity. However, the potential of the state can not be ignored: With its central location and large land availability and recent industrial activities in the state, Madhya Pradesh has the potential to become India’s inland manufacturing hub, with the first planned commissionings starting this year itself. 
Any discussion of solar manufacturing in India still inevitably leads to Gujarat. The state remains the country’s most mature solar manufacturing ecosystem, hosting large facilities from companies such as Adani Solar, Waaree Energies, Goldi Solar and many more.  The state benefited from a strong entyrepreneurial culture as always, besides access to ports, strong local markets and availability of manpower.  
While hosting most facilities of India’s largest module maker Waaree Energies is a plus, a key player is Adani Solar (Mundra Solar) that describes itself as a vertically integrated manufacturer with a cumulative 10 GW capacity for cells and modules, ingots and wafers, anchored in the Mundra electronics manufacturing cluster. 
Gujarat also hosts the “next‑gen” expansion narrative through Reliance Industries Limited. Reliance rolled out its first 200 MW of HJT modules at Jamnagar in September 2025 and described plans to expand solar manufacturing capacity to 20 GW – an illustrative marker of how Gujarat continues to attract integrated, future‑technology capital.
In practical supply‑chain terms, Gujarat dwarfs the other states because it affects where cells and wafers are most readily available at scale today. Even as Haryana and Rajasthan build vast module capacity, and as Odisha and Madhya Pradesh chase cell integration, Gujarat remains the mature reference ecosystem for upstream capability, vendor networks, and multi‑year learning curves—meaning other states’ “player” status often implicitly depends on how quickly they can replicate (or contract with) the Gujarat cell ecosystem as domestic‑cell requirements tighten.
In other words, while Gujarat built India’s first solar manufacturing cluster, the next generation of solar states is now replicating and expanding that model across the country.
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