Waaree Solar Americas doubles Texas capacity to 3.2 GW with new module lines

Waaree Solar Americas Inc. has commenced commercial production at two new module lines in its Brookshire, Texas facility. The production start date is October 29, 2026. This expansion brings the company’s total Texas capacity to 3.2 GW.

Expansion details and corporate structure

• In April 2025, the Waaree Energies board of directors gave the green light to the expansion.
• Waaree Solar Americas Inc. functions as a wholly owned subsidiary under Waaree Energies Ltd.
• This move increases the facility’s aggregate capacity to 3.2 GW, effectively doubling its output.
• The primary objective is to bolster domestic manufacturing capabilities within the US while serving American developers, utilities, and EPC partners.

On October 31, 2026, the Waaree Energies board sanctioned the purchase of a 33.34% equity stake in Wictor Sealz Private Limited, a move highlighted by Saur Energy on 2 November 2026.

Financial performance and market share

In Q2 FY27, Waaree Energies generated ₹1,300 crore in US manufacturing revenue, a significant increase from ₹732 crore recorded in the corresponding period of the prior year. Consequently, the US segment has grown to represent 43.8% of the entire order book, climbing from roughly 36% in the preceding quarter.

A previous Luminity report An earlier Luminity report indicated that the firm manufactured 3.0 GW of solar modules and 1.1 GW of solar cells throughout Q2 FY27. The introduction of an additional 1.6 GW of production capability, via two 800 MW lines in Texas, is expected to boost overall output.

Strategic context and leadership perspective

Sunil Rathi, Director, Waaree Group, observed that evolving trade policies reinforce the rationale for domestic manufacturing. Section 232 trade measures are currently altering the financial landscape for imported solar modules, thereby changing cost dynamics for developers dependent on foreign supply. Rathi commented, "With Brookshire now at 3.2 GW and Arizona expanding, we are serving American customers from American factories..." This methodology supports the "Make in USA for USA" strategy, which prioritizes local production to address regional demands.

Broader US capacity and order book targets

Concurrently, Waaree is scaling up its Arizona module plant from 1 GW to 1.6 GW, which will elevate its intended overall US module production capability to 4.8 GW by fiscal year 2027. The firm currently holds a global module order backlog exceeding 25 GW. Within India, the company intends to grow its solar cell output from 5.4 GW to 15.4 GW in FY27, while aiming to establish a 10 GW ingot and wafer production line by FY28.

What to watch

The purchase of a 33.34% equity interest in Wictor Sealz Private Limited is anticipated to be finalized within financial year 2026-27. This transaction is designed to lower reliance on foreign-sourced solar module sealants. In a distinct transaction, Waaree Energies is in the process of acquiring full 100% ownership of Waaree Green Data Centre Private Limited, with completion also projected for the same fiscal period.

Previous reports indicated that solar cell production hit 1.9 GW during the first half of fiscal 2027.

Additional reporting: Saur Energy.