Waaree Energies Ltd’s US subsidiary, Waaree Solar Americas Inc. (WSA), has commenced commercial production at two new solar module manufacturing lines at its Brookshire facility in Texas, adding 1.6 GW of annual capacity and doubling the facility’s total installed capacity to 3.2 GW.
The two new manufacturing lines, each with an annual capacity of 800 MW, began commercial production on October 29. The expansion follows an investment plan approved by the Waaree Energies board in April 2025 and is aimed at strengthening the company’s domestic manufacturing footprint in the US. The Brookshire expansion is part of Waaree’s broader capacity-building strategy in the American market. The company is also upgrading its Arizona module manufacturing facility from 1 GW to 1.6 GW. With these additions, Waaree’s planned solar module manufacturing capacity in the US is expected to reach 4.8 GW in FY27.
The expansion comes amid changing US trade policies, including measures under Section 232, which have altered the economics of imported solar modules and increased the importance of local manufacturing. Waaree said the additional capacity would strengthen its ability to serve American developers, utilities and engineering, procurement and construction (EPC) partners through locally manufactured modules. The company’s US manufacturing operations generated revenue of ₹1,300 crore in Q2 FY27, compared with ₹732 crore in the corresponding quarter last year. The US domestic business now accounts for 43.8 per cent of Waaree’s ₹59,200-crore order book, up from approximately 36 per cent at the end of the previous quarter. Its overall module order book exceeds 25 GW.
Sunil Rathi, director, Waaree Group, said the changing trade policy had strengthened the case for local manufacturing, adding that the company was expanding its American production capabilities to serve customers from within the US market. Meanwhile, Waaree is also strengthening its manufacturing capabilities in India. Its consolidated revenue from operations increased 23.9 per cent to ₹7,518 crore in Q2 FY27. The company plans to increase its solar cell manufacturing capacity from 5.4 GW to 15.4 GW in FY27 and is targeting a 10 GW ingot and wafer manufacturing facility by FY28.
Published on November 3, 2026
