India's Domestic Solar Cell Manufacturing Mandate

planned

The Indian solar industry is facing a near-term supply crunch due to the implementation of the Domestic Content Requirement (DCR) mandate for solar cells starting June 1, 2026. This mandate requires solar project developers to procure solar cells from an approved list of domestic manufacturers, which is expected to tighten supply temporarily but accelerate domestic manufacturing capacity in the medium to long term. The mandate impacts utility-scale solar projects by increasing costs and compressing returns in the short term, while aiming to boost investments and supply chain resilience in the solar sector.