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India Solar Manufacturing: Module Glut and DCR Cell Shortages
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Fusion42 · 31 August 2026 · Fusion42 review
India's solar module manufacturing capacity exceeds demand, creating a supply glut and high costs for DCR-compliant cells, causing supply chain volatility and project delays for EPC contractors and developers. Industry awaits policy changes to support domestic cell manufacturing and stabilize the market.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
DCR cell shortages are forcing you to rethink your supply chain and procurement to avoid costly project delays in India. The government is likely to shift incentives toward cell manufacturing, opening doors to new local suppliers you can win business from.
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1 source · 31 Aug 2026
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