Reliance Eyes Polysilicon & RTC Power with HJT Tech

Reliance Industries, in its Q1 FY2025-26 analyst call, outlined its roadmap to scale up operations in the renewable energy segment. Karan Suri, Senior Vice President – New Energy at Reliance Industries, said the company aims to install around 50 MW of solar modules and 175 MWh of battery energy storage systems (BESS) each day once fully operational.

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The company is setting up a dedicated captive transmission corridor from Kutch to Jamnagar to deliver power for internal consumption and to support emerging businesses in the region. Suri said the fully integrated project—spanning high-efficiency solar panels and energy storage systems—will leverage advanced technology to lower costs and improve efficiency. "This initiative is expected to reduce power and energy bills for Reliance Group captive customers by at least 25%, which represents a significant saving for our group companies,” he added.

Solar and Battery Giga Factories

Suri, in the analyst call, described the facility as one of the most advanced integrated manufacturing hubs outside China. It includes 10 giga factories forming a complete solar value chain—from converting sand to metallurgical silicon, then to polysilicon, ingots, wafers, modules, and solar glass. For batteries, Reliance is building an end-to-end production system—from chemicals to battery cells, packs, and modules for stationary and mobility applications. “This is not just a collection of giga factories but an integrated ecosystem,” said Suri. “Each factory could be a business in itself, but for us, they collectively represent a manufacturing ecosystem.” The company is also setting up skilling schools to support workforce development for operating these large-scale facilities. Additionally, the company plans to use its in-house batteries and solar modules for captive generation, enabling round-the-clock power supply in areas with intermittent solar energy.

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Reliance is also developing a polysilicon manufacturing facility, which is a feat for the semiconductor industry. He explained, "With a purity level of 12N. “This level of purity allows us not only to produce high-quality polysilicon for solar wafers but also to meet the specifications required for the semiconductor industry,” Suri noted."

HJT Module Production and Cell Factory Updates

Reliance has already operationalized its module giga factory and is producing heterojunction technology (HJT) solar panels—the first time HJT manufacturing has taken place in India. These panels are among the most efficient currently available for utility-scale projects. The production line includes advanced stringer machines for module assembly. Equipment installation for the solar cell giga factory is also underway, with both dry room and clean room components being moved in. Commissioning of the cell manufacturing unit is expected to begin in the next quarter. The company is also constructing what it claims will be India’s largest solar glass manufacturing facility, comprising two production trains. The factory spans 1.3 kilometers in length, reflecting the scale of operations. Suri also highlighted the scale of Reliance’s upcoming battery manufacturing facility, which is about one kilometer long.