Waaree Solar Americas Inc. (WSA), the U.S. manufacturing arm of India’s Waaree Energies Limited, has initiated commercial operations on two new solar module lines at its facility in Brookshire, Texas.
Each new line adds 800 MW of annual capacity, effectively doubling the Texas plant’s total output from 1.6 GW to 3.2 GW. Commercial production officially started on October 29, 2026, following board expansion approval granted in April 2025.
The Brookshire expansion is central to the group’s “Make in U.S. for U.S.” domestic supply strategy. Alongside an ongoing upgrade at its Arizona module plant, which is expanding from 1 GW to 1.6 GW, Waaree is targeting an aggregate U.S. manufacturing capacity of 4.8 GW during FY27.
Revenue from Waaree’s U.S. manufacturing operations increased to $154.8 million in Q2 FY27, up from $87.1 million in the corresponding prior-year period. U.S. domestic supply contracts now represent 43.8% of Waaree’s total consolidated order book of $7.05 billion, growing from 36% in Q1 FY27. Across all global markets, Waaree’s cumulative module backlog stands above 25 GW.
“Shifting trade policy has strengthened the case for local manufacturing, and that is exactly where we have invested,” said Sunil Rathi, Director at Waaree Group. “With Brookshire now at 3.2 GW and Arizona expanding, we are serving American customers from American factories, and our U.S. order book continues to grow every quarter.”
For Q2 FY27, Waaree Energies reported a 23.9% year-on-year increase in consolidated revenue from operations, reaching $895 million.
Alongside its U.S. manufacturing investments, the company is executing a dual-track strategy to scale backward integration in India. Waaree plans to increase domestic cell production capacity from 5.4 GW to 15.4 GW in FY27, while laying the groundwork for a 10 GW ingot and wafer manufacturing plant targeted for FY28 operational readiness.
According to data from the Solar Energy Industries Association (SEIA), the broader U.S. solar and storage manufacturing sector has achieved substantial growth, reaching an operational U.S. module manufacturing capacity of 75.3 GWdc and an operational battery cell manufacturing capacity of 62.4 GWh. SEIA reports that the industry has attracted $41.9 billion in cumulative announced investments and supports a potential total of 74,626 jobs across the domestic supply chain.
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