Waaree's Texas plant reaches 3.2 GW as US solar module output grows

Two new 800 MW lines at Brookshire double the plant's capacity, part of a push toward 4.8 GW of US module capacity by March 2027.

Waaree Solar Americas, the US subsidiary of India's Waaree Energies, began commercial production on two new module lines at its Brookshire, Texas plant on Oct. 29, 2026. Each line has 800 MW of annual capacity. Together they add 1.6 GW and double the plant to 3.2 GW per year. The company's board approved the expansion in April 2025.

The Texas build-out is one piece of a larger plan. Waaree is also expanding its Arizona module plant from 1 GW to 1.6 GW, and it expects total US module capacity to reach 4.8 GW in fiscal 2027 (April 2026 to March 2027). Demand appears to be there: the global module order book exceeds 25 GW, and the US domestic business is now 43.8% of a INR 592 billion order book, up from roughly 36% the prior quarter. Revenue from US manufacturing rose to INR 13 billion (about $146 million) in Q2 FY2027, from INR 7.32 billion a year earlier.

Why it matters for abundance: electricity is the input to almost everything else, and module supply is one of the levers on its price. More modules made inside the US adds supply that is less exposed to import policy swings. Waaree cites trade changes, including Section 232 measures, as altering the economics of imported modules. Upstream, it plans to lift Indian cell capacity from 5.4 GW to 15.4 GW in fiscal 2027 and to commission a 10 GW ingot and wafer facility in fiscal 2028.

Caveats: the capacity, order book and strategy claims are the company's own, relayed by pv magazine. The 4.8 GW figure is an expectation, not current output. The report gives no numbers on how this affects US solar electricity prices, so the cost benefit is our inference. Watch whether the Arizona expansion and the cell build-out land on schedule.

Source: pv magazine