NK MehtaWaaree Solar Americas has switched on two new solar module production lines at its Brookshire, Texas factory. As a result, the site’s yearly output capacity has doubled to 3.2 GW. The move is one of the clearest signs yet that Indian solar makers are building for the long term in the United States, not just shipping panels across the ocean.
Waaree Solar Americas Starts Production on New Texas Lines
Commercial output on the new lines began on October 29, 2026. Each line can produce 800 MW of modules per year, which adds 1.6 GW in total to the Brookshire plant. Waaree Energies’ board first approved this expansion in April 2025, so the project moved from approval to production in about 18 months.
Waaree Solar Americas is a wholly owned subsidiary of India’s Waaree Energies Ltd. The company says the added capacity will help it serve US solar developers, utilities and EPC contractors with locally made modules. For buyers, that usually means shorter supply chains and less exposure to shipping delays and import duties.
Key Numbers Behind the Expansion
The table below sums up the main figures from the announcement.
| Metric | Details |
|---|---|
| Location | Brookshire, Texas |
| New lines added | 2 lines of 800 MW each (1.6 GW total) |
| Brookshire capacity now | 3.2 GW per year |
| Start of commercial production | October 29, 2026 |
| Arizona facility expansion | From 1 GW to 1.6 GW |
| Expected total US module capacity | 4.8 GW in fiscal 2027 |
| Global module order book | More than 25 GW |
| US revenue (Q2 FY2027) | INR 13 billion (about $146 million), up from INR 7.32 billion a year earlier |
| US share of order book | 43.8%, up from about 36% the previous quarter |
Why US Trade Policy Is Driving Local Manufacturing
Trade rules are a big part of this story. Waaree pointed to shifting US policy, including Section 232 measures, which are changing the cost of imported solar modules. In simple terms, panels made abroad are becoming more expensive to bring in. Meanwhile, modules made on American soil are becoming more attractive to buyers.
Sunil Rathi, director of Waaree Group, said changing trade policy has made a stronger case for local production. He added that the company is now serving American customers from American factories. That approach is already showing up in the numbers:
- US manufacturing revenue nearly doubled year on year in the second quarter of fiscal 2027.
- The US business now makes up 43.8% of Waaree’s INR 592 billion order book.
- Consolidated revenue from operations rose 23.9% to INR 75.18 billion in the same quarter.
Arizona Expansion Adds More US Capacity
Texas is not the only focus. Waaree Solar Americas is also growing its Arizona module plant from 1 GW to 1.6 GW. Once that work is done, the company expects total US module capacity of 4.8 GW in fiscal 2027. Notably, India’s fiscal year runs from April 1, 2026, to March 31, 2027.
Waaree’s Bigger Plan in India
At the same time, Waaree is building out its supply chain at home. In India, the company plans to raise solar cell capacity from 5.4 GW to 15.4 GW during fiscal 2027. It also aims to commission a 10 GW ingot and wafer plant in fiscal 2028.
This matters because modules are only the final step in solar manufacturing. By controlling cells, ingots and wafers, a manufacturer can reduce its dependence on outside suppliers. Overall, Waaree’s two-country strategy lets it serve both the Indian market and global buyers from separate production bases.
What This Means for the US Solar Market
For US project developers, more domestic supply is generally good news. Local modules can make it easier to plan projects around tariffs and policy changes. Still, it’s worth noting that the Texas expansion covers module assembly. Whether those modules qualify for specific domestic content benefits depends on where the cells and other parts come from.
In short, the Brookshire expansion places Waaree Solar Americas among the larger module makers operating in the United States. Its growing US order book also suggests that demand for locally made panels is real and rising.
FAQs
What is the new capacity of Waaree’s Texas solar plant?
The Brookshire, Texas facility now has an annual module manufacturing capacity of 3.2 GW after adding two 800 MW lines.
When did Waaree Solar Americas start production on the new lines?
Commercial production on the new lines began on October 29, 2026.
How much total US module capacity will Waaree have?
With the Arizona plant growing to 1.6 GW, Waaree expects total US module capacity of 4.8 GW in fiscal 2027.
Why is Waaree expanding manufacturing in the United States?
The company says changing US trade policy, including Section 232 measures, has raised the cost of imported modules. Therefore, it sees local production as the better way to serve American customers.
