US tariffs shake up India's solar exports

Business Nov 20, 2025

Big changes are coming for India's solar industry: the US just slapped a 50% tariff on Indian solar panels, starting August 2025.
This is a tough hit, especially since nearly all of India's solar exports—up 23 times between 2022 and 2024—were headed to the US.

What's next for Indian manufacturers?

With profits likely to take a dip, experts say it's time for Indian makers to level up their tech and look beyond the US.
EUPD Research stresses the importance of high-efficiency technologies, while others suggest exploring new markets in Europe, the Middle East, and Africa.
Staying competitive means adapting fast—especially as India aims to ramp up its solar capacity to 213 GW by 2029.