India’s solar manufacturing industry is expanding rapidly, but new US tariffs are creating a fresh challenge for Indian manufacturers. In this episode of Green Shift, we examine what is changing and why the US market matters.

M Ramesh joins the discussion to unpack the pressures facing India’s solar manufacturing sector and the questions now emerging for companies looking to expand.

How much of an impact could the US restrictions have? Can India’s growing domestic solar market absorb the pressure? And where could manufacturers look next?

Watch the full conversation for a closer look at the opportunities, risks and shifting dynamics shaping India’s solar manufacturing industry.

Published on October 1, 2026