Waaree doubles Texas solar module manufacturing capacity to 3.2 GW
Key facts
- Waaree Solar Americas began commercial production on two new 800 MW lines in Brookshire, Texas, on October 29, 2026
- The new lines double the Brookshire facility's total installed module manufacturing capacity to 3.2 GW
- Waaree plans to expand its Arizona facility from 1 GW to 1.6 GW, reaching 4.8 GW total US capacity by fiscal 2027
- Waaree's global module order book exceeds 25 GW, with US domestic operations generating INR 13 billion in Q2 fiscal 2027
- US domestic manufacturing accounted for 43.8% of Waaree's total INR 592 billion order book in the reported period
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 facility in Brookshire, Texas.
Each line has an annual production capacity of 800 MW, bringing the facility’s total installed module manufacturing capacity to 3.2 GW.
The expansion forms part of Waaree’s broader manufacturing plans in the United States. WSA is also expanding its Arizona module manufacturing facility from 1 GW to 1.6 GW, which is expected to bring the company’s total US module manufacturing capacity to 4.8 GW in fiscal 2027, which in India runs from April 1, 2026, to March 31, 2027.. Waaree’s global module order book exceeds 25 GW.
Commercial production on the new lines began on Oct. 29, 2026, following an expansion approved by Waaree Energies’ board of directors in April 2025. The additional capacity doubles the Brookshire facility’s manufacturing capacity and strengthens WSA’s ability to supply US solar developers, utilities and engineering, procurement and construction (EPC) contractors with domestically manufactured modules, according to the company.
Waaree said the expansion comes amid changes in US trade policy, including measures under Section 232, that are affecting the economics of imported solar modules. The company said its investments in domestic manufacturing are intended to strengthen its position in the US market.
Revenue from Waaree’s US manufacturing operations increased to INR 13 billion ($146 million) in the second quarter of fiscal 2027, from INR 7.32 billion a year earlier. The US domestic business accounted for 43.8% of the company’s INR 592 billion order book, up from approximately 36% at the end of the preceding quarter.
“Shifting trade policy has strengthened the case for local manufacturing, and that is exactly where we have invested,” said Sunil Rathi, director of Waaree Group. “With Brookshire now at 3.2 GW and Arizona expanding, we are serving American customers from American factories, and our US order book continues to grow every quarter.”
The expansion is part of Waaree’s strategy to manufacture solar products in both India and the United States to serve domestic and international markets.
Waaree’s consolidated revenue from operations rose 23.9% to INR 75.18 billion in the second quarter of fiscal 2027.
The company is also expanding its upstream manufacturing operations in India. It plans to increase its solar cell manufacturing capacity from 5.4 GW to 15.4 GW in fiscal 2027 and commission a 10 GW ingot and wafer manufacturing facility in fiscal 2028.
Pvola take
This expansion significantly reduces supply chain risks for US solar developers by increasing the availability of domestically manufactured modules. The substantial increase in local production capacity allows installers to secure long-term supply agreements without relying on imported goods, which are subject to tariff volatility. By scaling up domestic output, Waaree strengthens its competitive position against international suppliers, providing a more stable and predictable procurement environment for project developers.
Frequently asked questions
What is the new total module manufacturing capacity at Waaree's Texas facility after the recent expansion?
The facility's total installed module manufacturing capacity has increased to 3.2 GW. This expansion doubles the previous capacity by adding two new lines, each with an annual production capacity of 800 MW.
How does Waaree's US manufacturing expansion impact its total projected capacity in fiscal 2027?
Waaree's total US module manufacturing capacity is expected to reach 4.8 GW in fiscal 2027. This includes the expansion of its Arizona facility from 1 GW to 1.6 GW alongside the new Texas capacity.
What was the revenue from Waaree's US manufacturing operations in the second quarter of fiscal 2027?
Revenue from Waaree's US manufacturing operations increased to INR 13 billion in the second quarter of fiscal 2027. This represents a significant rise from INR 7.32 billion in the same period of the previous year.