India’s ALMM reaches 18 GW and 66 manufacturers

Domestic manufacturing growth in the ALMM is still not enough to cover the 20 GW capacity expected to be installed this year in India. Image: Premier Energies.

The Indian government’s “Approved List of Models and Manufacturers” (ALMM) has exceeded 18 GW of capacity and 66 different entities registered, according to consultancy JMK Research & Analytics.

The ALMM list was introduced in 2019-2020 to compare domestically manufactured solar cells and modules and to stimulate the development of a domestic manufacturing industry.

Since the first update in March 2021, capacity has more than doubled from the initial 8.2 GW to 18 GW in August 2022, while enrolled manufacturers have nearly tripled from 23 to 66.

Since April 2022, all government utility-scale solar projects have been mandated to use only ALMM-enrolled modules, which coincided with the implementation of the Basic Customs Duty (BCD) on imported cells and modules .

During this time span from April to August, 4 GW of capacity was added in the ALMM, showing a trend of rapid growth in available modules and vendors, as shown in the graph below.

In less than 18 months, capacity has more than doubled, while entities have almost tripled. Data: JMK Research, MNRE.

One of the concerns of developers on the list was the scarcity of production capacity for high-power modules (400 Wp or more) that are favored in commercial and industrial (C&I) projects.

In the first March 2021 update, only four manufacturers were listed, compared to 11 in the last update and with up to 6-7 GW of capacity enrolled, according to JMK Research.

The limitation of approved manufacturers was one of the causes of the slight increase in project tariffs in May 2022, as well as the implementation of the BCD, among other causes.

Currently, this capacity in the ALMM will still not be sufficient to cater to the entire Indian market, which is expected to deploy 20 GW of solar PV in 2022, with around 16.5 GW of utility-scale solar and 3.5 GW roof.

Despite this, the implementation of the Production Linked Incentive (PLI) program, which plans to add up to 40 GW of additional cell and module manufacturing capacity in the country, could benefit from the rapid growth. capacity available in the ALMM.

The list narrows even further for very high power modules of 500 Wp or more, as only seven manufacturers are currently on the government list and with a minimum capacity of 3.2 GW.

Only five companies – Waaree, Adani Solar, RenewSys India, Premier Energies and Vikram Solar – can provide bifacial modules.