Waaree Solar Americas Inc. (WSA), a wholly owned subsidiary of India’s Waaree Energies Ltd., has started commercial production on two new solar module manufacturing lines at its Brookshire, Texas, facility. Each line has an annual capacity of 800 MW, taking the plant’s total installed capacity to 3.2 GW.
Production on the new lines began on October 29, 2026. The expansion was approved by Waaree Energies’ board in April 2025 and is intended to increase the company’s ability to supply US solar developers, utilities and engineering, procurement and construction contractors with domestically manufactured modules.
Waaree is also expanding its Arizona module facility from 1 GW to 1.6 GW. The company expects its total US module manufacturing capacity to reach 4.8 GW in fiscal 2027, which runs from April 1, 2026, to March 31, 2027. Its global module order book exceeds 25 GW.
Waaree said changes in US trade policy, including measures under Section 232, are affecting the economics of imported solar modules. The company said its US manufacturing investments are intended to strengthen its position in the market.
Revenue from Waaree’s US manufacturing operations rose to INR 13 billion ($146 million) in the second quarter of fiscal 2027, compared with INR 7.32 billion a year earlier. The US domestic business represented 43.8% of the company’s INR 592 billion order book, up from about 36% at the end of the previous quarter.
Waaree’s consolidated revenue from operations increased 23.9% to INR 75.18 billion in the second quarter of fiscal 2027. In India, the company plans to raise solar cell manufacturing capacity from 5.4 GW to 15.4 GW in fiscal 2027 and commission a 10 GW ingot and wafer facility in fiscal 2028.
Sources: pv magazine.