Waaree Solar Americas doubles its Texas module plant to 3.2 GW with two new 800 MW lines
Serguey Asael Shinder1 min readWaaree Solar Americas, the US subsidiary of India's Waaree Energies, has started commercial production on two new solar module lines at its facility in Brookshire, Texas. Each line has an annual capacity of 800 MW, which doubles the plant to 3.2 GW. Production on the new lines began on 29 October, after an expansion approved by Waaree Energies' board in April 2025.
The company is also expanding its Arizona module plant from 1 GW to 1.6 GW, which it expects to bring its total US module capacity to 4.8 GW in fiscal 2027. In India that fiscal year runs from 1 April 2026 to 31 March 2027. Waaree says its global module order book exceeds 25 GW.
Waaree links the expansion to changes in US trade policy, including measures under Section 232, that affect the economics of imported modules. Revenue from its US manufacturing rose to INR 13 billion ($146 million) in the second quarter of fiscal 2027, from INR 7.32 billion a year earlier, and the US domestic business accounted for 43.8% of the company's INR 592 billion order book, up from about 36% a quarter earlier.
"Shifting trade policy has strengthened the case for local manufacturing, and that is exactly where we have invested," said Sunil Rathi, a director of Waaree Group. In India, Waaree plans to raise solar 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.
What it means
The new US lines are module assembly; the cell, ingot and wafer expansion is in India. That is the shape of much of the US manufacturing build-out: domestic final assembly answering trade rules, with the upstream supply chain still abroad.