ALMM: Jakson, Pahal, TP Solar & Swelect Add New Capacities

ALMM: Jakson, Pahal, TP Solar & Swelect Add New Capacities

The Ministry of New and Renewable Energy (MNRE) has updated its Approved List of Models & Manufacturers (ALMM) for solar modules, revealing a significant boost in domestic manufacturing capacity and the entry of new players. With the latest additions, India’s enlisted solar module manufacturing has touched 91.45 GW.

The latest ALMM edition shows established manufacturers ramping up their capacities. Jakson Engineers added 1,124 megawatts (MW) of new capacity, bringing its total enlisted capacity under ALMM to 2,286 MW. Orb Energy increased its capacity by 72 MW to reach 143 MW, while Tamil Nadu-based Swelect expanded by 807 MW, now totaling 1,510 MW.

The largest single addition among the latest addition spree came from TP Solar, a Tata Power subsidiary, which brought 5,035 MW of new capacity online, raising its total to 10,257 MW—the second highest among listed firms, the latest list from MNRE revealed.

New entrants also feature in the updated list. Karnataka-based Nithin Sai Renewables joined with 473 MW, and Worldone Energies added 164 MW. Gujarat’s Pahal Solar increased its capacity by 264 MW, and Rajasthan Electronics and Instruments Limited (REIL), through a co-production agreement, also contributed to the overall expansion.

According to MNRE data, the total new capacity added by these companies exceeds 8,400 MW, reflecting robust growth in India’s solar manufacturing sector as the country pushes for greater energy self-reliance.

The addition of module capacity to these levels is widely seen as a precursor to a possible overcapacity risk in the medium to long term, as domestic market absorption capacity seems limited to 35 GW annually. More importantly, at this level, India will still meet its solar target for 2030, which means exports market become significant for domestic manufacturers. Besides the possible start of uptake for green hydrogen, which is still at least 2 years away by estimates. With ALCM due to start next year, firms with control over cell and module manufacturing are widely seen as having an advantage in this tough market environment soon.