Waaree Energies doubles Texas solar module manufacturing capacity to 3.2 GW

What happened

Waaree Solar Americas, a unit of Waaree Energies, started commercial production on two new solar module lines at its Brookshire, Texas, facility on October 29. Each line adds 800 MW annually, doubling the site's capacity to 3.2 GW.

Confirmed

Global impact / market context

Making modules in the US lets Waaree serve American developers, utilities and construction partners with local supply, which the company says is increasingly important as trade policy changes the economics of imported modules and lifts the value of local manufacturing.

Confirmed

US trade measures under Section 232, which are policy steps that raise the cost of imported solar modules, make local factories more valuable. Waaree is also lifting its Arizona plant from 1 GW to 1.6 GW, targeting 4.8 GW of planned US capacity in FY27.

Analyst inference

What to watch

1. Waaree's board approved the expansion investment plan in April 2025, and the company reports its US manufacturing operations generated revenue of ₹1,300 crore in Q2 FY27. Confirmed
2. Waaree is upgrading its Arizona module manufacturing facility from 1 GW to 1.6 GW, and its planned US solar module manufacturing capacity is expected to reach 4.8 GW in FY27. Confirmed
3. Watch whether further Section 232 trade policy changes, which affect the cost of imported modules, raise or lower the advantage Waaree gains from its enlarged US factory footprint. Analyst inference

Evidence

• Original source link unavailable