Scheme tracker
India's solar / RE policy toolkit · latest announcements first · with source links
| Scheme | Category | Announced | What it is | Companies affected & how | Status |
|---|---|---|---|---|---|
| ALMM List-III (Wafers & Ingots) | Manufacturing | Mar 2026 | Pushes the same 'must be made in India' rule further up the chain to wafers and ingots — the silicon slices that cells are cut from — starting June 2028. Aims to localise the deepest, most import-dependent step. Key: effective 1 Jun 2028; needs 15 GW domestic wafer capacity | Targets backward-integrators building wafer lines — Adani, Reliance, Premier Energies. With ~100% of wafers imported today, makers without wafer plans face a 2028 supply cliff. | Announced |
| Approved List of Models and Maufacturers ( ALMM-Wind) | Manufacturing | Jul 2025 | Approved List of Models and Maufacturers ( ALMM-Wind) | medium | Active |
| RLMM to ALMM (Wind) Amendment | Manufacturing | Jul 2025 | The wind version of the approved-list rule: wind projects must use approved, domestically-made major turbine parts — blades, towers, gearboxes — from makers that do their R&D in India. Key: mandatory approved-list major components; India R&D/data | Favours domestic turbine makers with local supply chains — Suzlon, Inox Wind; pressures import-reliant players to localise their components. | Active |
| ISTS Charge Waiver (Solar/Wind) | Demand | Jun 2025 | Solar and wind projects have been exempt from the fee for moving power between states, making inter-state clean power cheaper. That perk is now being phased out in steps and ends entirely after June 2028. Key: 100% waiver ended 30 Jun 2025; nil after 30 Jun 2028 | Losing the waiver raises delivered-power costs for inter-state IPPs — Adani Green, ReNew, Avaada, SJVN — pushing them to commission before the deadline. | Active |
| ISTS Charge Waiver for Energy Storage (BESS/PSP) | Storage | Jun 2025 | Battery and pumped-hydro storage projects skip the inter-state power-transmission fee if commissioned by June 2028 — an incentive to build the storage that firms up solar and wind. Key: 100% waiver for BESS/PSP commissioned by 30 Jun 2028 | Improves economics for storage builders — JSW Energy (pumped hydro), Greenko, Adani, Tata Power — racing to hit the 2028 cut-off. | Active |
| BESS VGF Scheme (Battery Storage) | Storage | Apr 2025 | A subsidy that makes big battery-storage projects financially viable, so grids can store daytime solar power for use after dark. Expanded in 2025 to 30 GWh of batteries. Key: 30 GWh; Rs 5,400 cr; up to Rs 18 lakh/MWh | De-risks battery projects for developers — Adani, JSW Energy, Tata Power, NTPC, ACME — and supports the BESS pipeline visible in the tender mix. | Active |
| Basic Customs Duty (BCD) on Cells/Modules | Trade | Feb 2025 | An import tax that makes foreign solar cells and panels more expensive at the border so Indian-made products can compete. Effective duty is roughly 40% on panels and about 27.5% on cells. Key: cells 20% BCD +7.5% AIDC; modules 20% BCD +20% AIDC (eff ~40%) | Shields all domestic makers (Waaree, Premier, Vikram, Adani) by pricing up Chinese imports; raises input costs for EPCs and developers (Sterling & Wilson, Tata Power) still reliant on imported cells. | Active |
| ALMM List-II (Solar Cells) | Manufacturing | Dec 2024 | Extends the approved-list rule one step upstream: from 1 June 2026 the panels themselves must be built from Indian-made solar cells, not just assembled in India. Closes the loophole of importing Chinese cells and assembling them locally. Key: ~30 GW listed cell capacity; in force 1 Jun 2026 | A major win for domestic cell makers — Premier Energies, Websol, Waaree, Adani — who can sell scarce Indian cells at a premium; assemblers without their own cell lines must now buy domestic cells or lose ALMM eligibility. | Effective |
| Domestic Content Requirement (DCR) | Manufacturing | Dec 2024 | For government-subsidised projects, both the cells and the panels must be Indian-made, proven with a digital certificate. This is why 'DCR' panels sell for almost double the price of ordinary ones. Key: 16-digit DCR certificate mandatory since 1 Dec 2024 | Creates a high-margin premium market for integrated makers with domestic cells (Waaree, Premier, Adani); rooftop installers and PM-KUSUM vendors must source the pricier DCR kit. | Active |
| Model Solar Village (under PM Surya Ghar) | Rooftop | Aug 2024 | Sets aside money to turn one village per district into a fully solar-powered 'model' community — a Rs 1 cr grant each — showcasing rural rooftop and community solar. Key: Rs 800 cr; Rs 1 cr CFA per village; 1 village/district | Small but steady rooftop and EPC orders for regional installers and residential-kit makers (Tata Power Solar, Waaree, Luminous). | Active |
| Offshore Wind VGF Scheme | Demand | Jun 2024 | The first-ever subsidy for building wind farms out at sea off Gujarat and Tamil Nadu (1 GW), plus money to upgrade ports. It kick-starts a brand-new segment for India. Key: 1 GW (500 MW each Gujarat & TN); Rs 7,453 cr | Opens a new market for wind developers and turbine makers — Suzlon, Inox Wind, NTPC — plus port and EPC contractors. | Active |
| FDRE (Firm & Dispatchable Renewable Energy) Tenders | Storage | Mar 2024 | A new auction design where developers must supply round-the-clock, on-demand clean power by bundling solar and wind with batteries — instead of selling power only when the sun shines. Most new tenders are heading this way. Key: storage-backed firm RE; multiple SECI GWh tenders | Reshapes bidding for large IPPs — Adani Green, ReNew, NTPC, JSW, ACME — rewarding those with solar-plus-wind-plus-storage portfolios; drives the firm-power share seen in the tender mix. | Active |
| SIGHT Electrolyser Manufacturing Incentive (Tranche-II) | Manufacturing | Mar 2024 | Part of the hydrogen mission: it pays companies to build factories in India that make electrolysers — the machines that split water into green hydrogen — targeting about 1.5 GW a year of capacity. Key: Rs 4,440 cr; ~1.5 GW electrolyser capacity | Incentivises the electrolyser plans of Reliance, Adani, L&T and other awardees, and grows an equipment supply chain for green-hydrogen producers. | Active |
| PM Surya Ghar Muft Bijli Yojana | Rooftop | Feb 2024 | India's flagship rooftop-solar scheme: it gives households a cash subsidy (up to Rs 78,000) and up to 300 free units of electricity a month, aiming to put solar on 1 crore homes. Key: 1 crore homes; up to Rs 78,000 subsidy; Rs 75,021 cr outlay | A demand engine for rooftop installers and residential-kit makers — Tata Power Solar, Waaree, Premier, Luminous; DCR rules steer the orders to domestic-cell makers. | Active |
| National Wind Repowering & Life Extension Policy 2023 | Demand | Dec 2023 | Lets owners of old, small wind turbines swap them for bigger modern ones (or extend their life) on the same land, with new-project tax perks and cheaper loans — squeezing more power from existing wind sites. Key: targets sub-2 MW & >15-yr-old turbines | Refresh demand for turbine makers — Suzlon, Inox Wind; benefits legacy wind operators (Orient Green, Inox Green's O&M base) upgrading ageing fleets. | Active |
| RPO / RGO Trajectory | Demand | Oct 2023 | A rule forcing big power buyers — state utilities and large industries — to source a rising minimum share of their electricity from renewables, climbing to about 43% by 2029-30. It guarantees long-term demand for clean power. Key: rises to 43.33% RCO by FY2029-30 | Underpins offtake for every IPP — Adani Green, ReNew, NTPC Green, Tata Power, JSW; non-compliant DISCOMs face penalties, which indirectly supports new PPA signings. | Active |
| National Green Hydrogen Mission | Manufacturing | Jan 2023 | A national push to make India a hub for green hydrogen — a fuel made by splitting water using renewable electricity — with incentives both for producing it and for building the electrolyser machines that make it. Key: 5 MMT/yr green H2 by 2030; Rs 19,744 cr outlay | Backs the green-hydrogen and electrolyser ambitions of Reliance, Adani, NTPC, ACME, JSW; creates fresh demand for captive solar and wind to power electrolysers. | Active |
| PLI - High Efficiency Solar PV Modules | Manufacturing | Sep 2022 | The government pays makers a bonus for every high-efficiency panel produced in India, rewarding those who build fully local factories — from polysilicon all the way to the finished panel. Rs 24,000 cr is set aside, but very little has been paid out so far. Key: Rs 24,000 cr across 2 tranches; ~48 GW awarded | Cash incentive for the awarded integrated players — Reliance, Adani, Waaree, Premier Energies, Vikram, Tata Power — tied to hitting local-manufacturing and output milestones (disbursement has lagged badly). | Active |
| PM-KUSUM | Agri | Jul 2019 | A scheme to solar-power farming: it funds standalone solar water pumps, solarising existing pump connections, and small farm-gate solar plants, so farmers cut diesel use and can sell surplus power. Key: 34,800 MW target; deadline extended to 31 Mar 2027 | The core order book for solar-pump makers — Shakti Pumps, Oswal Pumps, Tata Power — and feeds EPCs building the decentralised farm plants. | Active |
| CPSU Scheme Phase-II (Government Producer) | Manufacturing | Mar 2019 | Government-owned power companies get a subsidy (viability gap funding) to build solar plants — but only if they use Indian-made cells and panels. It pairs public demand with 'make in India'. Key: 12,000 MW target; VGF; ~8.2 GW sanctioned | Directs guaranteed orders to state producers — NTPC, SJVN, NHPC, NLC India — and, through the DCR rule, to the domestic module makers supplying them. | Active |
| ALMM List-I (Solar PV Modules) | Manufacturing | Jan 2019 | A government-approved list of which solar-panel brands are allowed in government, open-access and net-metering projects. Panels from makers not on the list can't be used there — which effectively shuts out cheaper imports. Key: enforced for govt/OA/net-metering since Apr 2021 | Protects listed Indian module makers whose panels are ALMM-approved — Waaree, Premier Energies, Vikram Solar, Adani Solar, Tata Power Solar; foreign and unlisted makers are locked out of subsidised and government demand. | Active |
| Approved List of Models and Manufacturer for Wind Turbine Components ( ALMM-WTC) | Manufacturing | — | Approved List of Models and Manufacturer for Wind Turbine Components ( ALMM-WTC) | medium | Active |
| Viability Gap Funding (VGF) Scheme for development of Battery Energy Storage Systems (BE… | Storage | — | Viability Gap Funding (VGF) Scheme for development of Battery Energy Storage Systems (BESS) supported through Power System Development Fund (PSDF) | medium | Active |