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India’s trade remedies authority has opened an anti-dumping investigation into imports of aluminium extrusion products from China, Malaysia, Vietnam and Thailand. The scope explicitly includes solar mounting structures, which could matter for the cost of solar projects across the country. The investigation covers “Aluminium Extrusion Profiles, Structures and Articles thereof” originating in or exported from the four countries.
According to the notification, imports of the subject goods from China PR, Malaysia, Vietnam and Thailand increased during the period of investigation. Together, these countries accounted for about 90% of India’s total imports of the product.
The Authority noted prima facie evidence that the domestic industry has suffered injury. Dumped imports were found to be undercutting domestic prices, resulting in a significant decline in profitability and losses. The industry is also facing falling cash profits, lower return on capital employed and significant underutilisation of capacity. The Authority added that complete information on the impact on economic parameters is not yet available.
On dumping, the Authority said the estimated margins are above de minimis. Since price and cost data from the exporting countries were not available at this stage, normal value was constructed from the cost of production of three domestic producers, adjusted for reasonable profit and selling, general and administrative expenses. For China, producers can still seek to show that market economy conditions prevail in the industry. Export prices were derived from transaction-wise import data and adjusted to an ex-factory level.
The product scope goes well beyond raw profiles, bars, rods and tubes. It also covers articles made predominantly from aluminium extrusions, and the list expressly names solar mounting structures, alongside heat sinks, LED and lighting profiles, industrial T-slot framing, ladders, furniture and bicycle parts. Doors, windows, curtain-wall and façade systems are also included.
The Authority’s reasoning is that structures and articles are made from extruded profiles through incremental processes such as cutting, machining, welding or joining, and need no additional raw material or primary process. For initiation, they have therefore been treated as part of one product under consideration. The Authority has said the scope will be examined further after comments from interested parties.
For solar, this means module mounting structure suppliers, EPC companies and developers that import aluminium structures, or depend on imported extrusions, could be affected if duties are eventually recommended and imposed.
Period of investigation: 1 April 2025 to 30 June 2026 (15 months). The Authority chose this longer period because the largely MSME domestic producers maintain records on a financial-year basis.
Injury period: FY2022-23, FY2023-24, FY2024-25 and the period of investigation.
Unit of measurement: Metric tonnes.
Tariff classification: Chapter 76 items including 7604, 7608, 7610 and 7616 99 90. The Authority has said the classification is indicative only and does not bind the scope.
PCN methodology: No Product Control Number methodology has been proposed at this stage.
India is building solar capacity at pace toward its 2030 goal of 500 GW of non-fossil power capacity, and every project needs mounting structures, whether on rooftops, canals or utility-scale ground-mount sites. Structures are a small slice of project cost compared with modules, but they are a visible and fast-moving part of the balance of the system, where developers and EPC firms compete hard on margins. If duties are eventually imposed, the effect will depend on how much of India’s demand is met by imported extrusions and structures versus domestic fabricators, and that is exactly what the investigation should bring out. There is a fair case on both sides. 
Domestic extruders, mostly MSMEs, say dumped imports are eroding their prices and capacity utilisation, and a healthy local extrusion base supports the “Make in India” objective across solar and other sectors. At the same time, developers operating on thin tariffs have little room to absorb higher input costs, and a duty that touches downstream structures could squeeze them or slow rooftop and small-project rollouts. The overlap with the existing duty on solar module frames adds a further layer of trade-protection to the supply chain. 
The key test will be whether the final scope is drawn narrowly enough to protect domestic producers without adding avoidable cost to the energy transition. Solar developers, structure makers and importers should engage with the process early, because the window to raise scope concerns is only 15 days from the intimation letters.
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