India’s Solar Boom Explained | Sudhir Reddy, Premier Energies | STC.I 2026

Описание: How fast is India’s solar manufacturing sector expanding? At the Solar Technology Conference India 2026, Anu Bhambhani, Senior Editor at TaiyangNews, spoke with Sudhir M. Reddy, Chief Strategy Officer of Premier Energies.

In this interview, Reddy shares how India’s solar sector has become a “sunrise industry,” with rapid capacity expansion across modules, cells, and upstream manufacturing. He discussed Premier Energies’ expansion roadmap, including its plans to scale to 10 GW of cell and module manufacturing while also moving into ingot and wafer production.

The conversation also explored how new entrants should approach solar manufacturing, the risks of overcapacity, and why cost leadership and technology leadership will be crucial in the coming years.

Reddy further highlighted the importance of demand-side policy support, growing energy demand from AI data centers, and the role solar, wind, and storage will play in meeting India’s future power needs.

Transcript Highlights

[03:22]

“They also need to look at how they can attain cost leadership and become technology leaders.”

[07:16]

“Today the real cost differential between China and India is not more than about 20%.”

Quote

[00:41]

“I think the Indian solar industry is currently the sunrise industry in India.”



Video Chapters

00:19 Introduction – Anu Bhambhani with Sudhir M. Reddy

00:41 Why solar is India’s “sunrise industry”

01:30 Premier Energies’ expansion roadmap

02:37 Advice for new solar manufacturing entrants

04:00 Global expansion strategy – Europe, Africa, US

05:37 Overcapacity concerns in solar modules

06:30 Policy support and competitiveness with China

07:51 What the industry expects from government

08:21 Transmission infrastructure and AI data center demand

About STC.I

The Solar Technology Conference India (STC.I) is a premier industry gathering focused on accelerating the evolution of India’s solar photovoltaic (PV) manufacturing sector. This strategic event brings together global technology providers, equipment suppliers, and key domestic manufacturers to chart the roadmap for scaling from simple module assembly to deep vertical integration.

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