UTL Solar Module Capacity Rises to 3.5 GW As PM KUSUM Demand Surges – Saur Energy

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UTL Solar, a brand of Fujiyama Power Systems Limited, has increased its solar panel manufacturing capacity to 3.5 GW following the commissioning of a new 2 GW production line at its Ratlam facility in Madhya Pradesh. This development marks a significant step in the company’s ongoing efforts to scale production and strengthen its position in India’s solar manufacturing sector.
The expansion raises total installed module production capability from 1.5 GW to 3.5 GW, significantly enhancing the company’s ability to meet growing market demand. The additional capacity is expected to support a wider range of solar projects, including utility-scale installations, EPC-led developments, and government-backed initiatives that require a dependable supply of domestically manufactured solar components.
A key focus is large-scale solar deployment under government-backed schemes such as the PM KUSUM (Pradhan Mantri Kisan Urja Suraksha evam Utthan Mahabhiyan) Yojana which continues to create demand for domestically manufactured solar cells. Designed to support solar-powered irrigation and decentralized renewable energy generation in rural areas, these projects require reliable access to both solar modules and inverters.
UTL Solar is aligning its manufacturing expansion with these opportunities. The company has also introduced a 350 kW solar inverter aimed at larger solar installations. This combination allows the company to support a wider range of project requirements while strengthening its presence in the agricultural solar market.
The company is also strengthening its solar cell manufacturing capabilities to improve backward integration and reduce dependency on external sourcing. It currently operates a 1 GW Mono DCR solar cell production line, which supports a portion of its existing production requirements.
A new 1.2 GW TOPCon solar cell manufacturing facility is being developed at the Ratlam site. Commercial operations are expected by the end of FY 2027-28. Once operational, this addition will enhance in-house cell availability and improve coordination between cell and panel production processes by streamlining production planning and more efficient material flow across manufacturing stages.
The expansion in solar cell manufacturing capacity is in line with ALMM List II requirements, allowing UTL Solar to take full advantage of an expanding solar market where DCR cells command a premium and allow for better margins.
A higher share of domestic production also improves supply chain visibility and gives the company tighter control over key components used in module assembly.
Adding TOPCon cell manufacturing is a major step for UTL Solar in strengthening its integrated production setup. TOPCon technology is being adopted more widely in the industry because it offers better efficiency and performs well in different operating conditions. UTL’ s introduction of a 350 kW solar inverter further complements the module and cell expansions of the firm, by expanding the product portfolio for larger solar installations.
 A Strong Push Into India’s Rapidly Expanding Solar Market
India’s solar sector continues to evolve as deployment grows across utility, agricultural, and government-supported segments. Initiatives such as the PM KUSUM Yojana are creating new opportunities for solar adoption, while increasing emphasis on domestic manufacturing is reshaping investment across the value chain. With its significant strengths in distribution across key market segments, UTL Solar is well placed to benefit from having control over its supply chain and emerge as a key player in the market in India.
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