India’s solar manufacturing sector has entered a new phase with the Ministry of New and Renewable Energy (MNRE) implementing the Approved List of Models and Manufacturers (ALMM) List-II for solar cells from June 1, 2026. The ministry has decided not to grant a blanket extension beyond the deadline, making compliance mandatory for eligible projects.
The ALMM framework was introduced in 2019 to ensure the quality, reliability, and domestic sourcing of solar photovoltaic (PV) equipment used in government-supported renewable energy projects. The framework consists of two categories: List-I for solar PV modules and List-II for solar PV cells.
Under the revised mandate, only solar cells and modules included in the ALMM can be deployed in notified government projects, government-assisted projects, open-access projects, and net-metering installations. The move is aimed at strengthening India’s domestic solar manufacturing ecosystem and reducing dependence on imported components.
The implementation of ALMM List-II is expected to provide greater policy certainty for investors and manufacturers while supporting the development of an indigenous solar value chain. The measure aligns with the government’s broader objective of enhancing self-reliance in renewable energy supply chains and boosting domestic production capacity.
However, industry stakeholders have highlighted challenges associated with the transition. India currently has an estimated solar module manufacturing capacity of around 200 GW, while domestic solar cell manufacturing capacity stands at approximately 30 GW. This gap could create supply constraints as demand for ALMM-compliant cells rises.
Smaller and non-integrated manufacturers may face higher procurement costs and limited access to compliant cells, while the market could become increasingly concentrated among large integrated players. The reliance on domestically produced cells may also increase solar project costs in the short term.
Despite these concerns, the enforcement of ALMM List-II marks a significant step in India’s effort to build a resilient and self-sufficient solar manufacturing industry while supporting long-term renewable energy growth.
