India’s solar sector is now at a pivotal moment, according to a recent report by Yes Securities. Backed by aggressive capacity expansion—including nearly 100 GW of module production and 25 GW of cell manufacturing as of mid-2025—the market faces the risk of opening a gap between production and actual demand.
The report highlights that oversupply is already evident, with rising inventories and falling prices in China and other markets. India’s solar sector remains vulnerable due to its heavy reliance on imported materials—over 80% of polysilicon, wafers, and cells come from China—making it exposed to supply bottlenecks, price swings, and trade disruptions.
Export demand, especially from the US and EU, has been a bright spot, but it carries risks. These markets are influenced by unpredictable policies like the US Inflation Reduction Act (IRA) and potential anti-dumping or countervailing duties.
A sudden policy shift could shutter export opportunities overnight, leaving Indian manufacturers with surplus capacity and eroding margins.
For Ornate Solar, this means strategic caution and opportunity: firms that combine flexible, demand-aligned production with domestic-focused growth, robust buffer supply chains, and smart export risk mitigation will be best positioned to thrive.
Resource: The Economic Times
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