What project owners need to know.
The main upstream solar developments for India as of early November 2026 are: ALMM List-III for ingots and wafers due from 1 June 2028; new ingot-wafer announcements such as Jakson Solar's 3 GW plan (October 2026) alongside Waaree's 10 GW Butibori plant under construction; enlisted ALMM List-II cell capacity of 37.8 GW at the 12th revision; and US Section 232 tariffs and minimum import prices on polysilicon, ingots and wafers from 4 December 2026. Each item below is dated and linked to its source. This guide is general industry information drawn from published sources. It is not legal, tax or engineering advice, and any figure should be validated against current official documents and the specific project.
Policy
18 March 2026: MNRE amended the ALMM Order to cover wafers, with List-III for ingots and wafers applying from 1 June 2028 (PIB). JRST read: the date that sets every domestic wafer plan.
9 October 2026: MNRE's 12th revision of ALMM List-II took enlisted cell capacity to 37.8 GW (PV Tech). JRST read: each enlisted cell line is a future buyer of List-III wafers.
22 September 2025, still current: GST on silicon wafers and photovoltaic cells is 5% under Notification 9/2025-IT(Rate). JRST read: confirm ingot classification separately, as ingots are not in the 5% list.
Capacity announcements
26 October 2026: Jakson Solar plans up to ₹5,000 crore for 3 GW of cells and 3 GW of ingots and wafers, mainly for the merchant market (BusinessLine). JRST read: one of few announced merchant wafer sources.
13 July 2026: Avaada commissioned the first 3 GW of a 6 GW TOPCon cell plant at Butibori, Nagpur (PV Tech). JRST read: local cell demand for Nagpur-area wafers.
16 March 2026: Waaree began construction of a 10 GW ingot-wafer plant at Butibori (pv magazine). JRST read: under construction, not yet operating.
11 September 2026: India's polysilicon pipeline reached about 30 GW, with production yet to begin (Mercom). JRST read: polysilicon stays imported for now.
Trade measures
6 August 2026, effective 4 December 2026: the US set a 15% Section 232 tariff on polysilicon ingots and derivatives, with minimum import prices of $21/kg for polysilicon and $100/kg for ingots and wafers (EY). JRST read: Indian exporters to the US need certified sale prices from December.
Materials and JRST
28 April 2026: JRST Technology completed the first pilot batch of Maharashtra's first silicon-ingot unit in Nagpur (The Tribune). A pilot batch shows the process works on the line; it is not commercial gigawatt output.
How this digest works
We refresh this page monthly and keep only items with a public source. Announcements are labelled as announcements until equipment is installed and output is reported. Corrections are welcome through the contact page.
How JRST supports this requirement
JRST Technology works upstream in India's silicon chain, from high-purity quartz sand to silicon ingots, and tracks policy and capacity so buyers can plan domestic supply. Wafer and consumables enquiries can go through the JRST Buyer Portal.
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Mohammed Saif Zaveri connects JRST's industrial content to execution conversations.
As Co-Founder and designated partner of JRST Technology LLP, Mohammed Saif Zaveri works across industrial growth, strategic partnerships, client conversations, equipment strategy, and project pathways for silicon, solar, semiconductor, and advanced-manufacturing opportunities.
This knowledge page is part of JRST's public industrial knowledge base, designed to help buyers move from search terms and early research toward a structured technical-commercial discussion.
View Mohammed Saif Zaveri's profileConnect on LinkedInFrequently asked questions
When does ALMM List-III for wafers start?
1 June 2028, as notified by MNRE in March 2026.
Which ingot-wafer plants were announced recently in India?
In October 2026 Jakson Solar announced 3 GW of ingot-wafer capacity, targeted for Q3 FY2028. Waaree's 10 GW plant at Butibori has been under construction since March 2026. See our capacity tracker for the full list.
How often is this digest updated?
Monthly, with a dated title. Each entry links to its source.
Primary sources and further reading
Last reviewed 2026-11-03. Technical scope, policy eligibility, availability, and commercial terms should be independently confirmed for each project.