Waaree doubles Texas solar module capacity to 3.2 GW
- News Solar + Storage Integration
Marin Holt
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- 6 minutes read
- Brookshire, Texas module capacity after two new lines: 3.2 GW
- Expected total U.S. module capacity in fiscal 2027: 4.8 GW
- Global cumulative module backlog: 25 GW
- U.S. manufacturing revenue, Q2 fiscal 2027: INR 13 billion
Waaree Solar Americas started commercial operations on two additional solar module lines in Brookshire, Texas, on October 29, 2026. The expansion doubled the plant’s annual manufacturing capacity from 1.6 GW to 3.2 GW, according to pv magazine USA.
Each new line adds 800 MW of annual capacity. Waaree Solar Americas is the U.S. manufacturing arm of India’s Waaree Energies Limited. The company’s board approved the expansion in April 2025.
Waaree said the added capacity strengthens its ability to supply domestically manufactured modules to U.S. solar developers, utilities and engineering, procurement and construction contractors. The Brookshire expansion supports the group’s strategy of manufacturing in the United States for domestic customers.
Arizona expansion comes next
Waaree is also expanding its Arizona module manufacturing facility from 1 GW to 1.6 GW, according to pv magazine. That expansion is expected to bring total U.S. module manufacturing capacity to 4.8 GW in fiscal 2027.
The company’s Indian fiscal 2027 runs from April 1, 2026, to March 31, 2027. The Arizona addition would extend the U.S. manufacturing expansion beyond the newly operating Texas lines.
Waaree’s plans also extend upstream in India. It plans to increase solar cell manufacturing capacity from 5.4 GW to 15.4 GW in fiscal 2027. It also plans to commission a 10 GW ingot and wafer manufacturing facility in fiscal 2028.
U.S. business takes a larger order-book share
Revenue from Waaree’s U.S. manufacturing operations reached INR 13 billion in the second quarter of fiscal 2027, according to pv magazine. That compares with INR 7.32 billion a year earlier.
The U.S. domestic business accounted for 43.8% of the company’s INR 592 billion order book. Its share stood at approximately 36% at the preceding quarter’s end.
Across global markets, Waaree’s cumulative module backlog exceeds 25 GW, according to pv magazine USA. Consolidated revenue from operations rose 23.9% to INR 75.18 billion in the second quarter of fiscal 2027, according to pv magazine.
Why It Matters
For U.S. developers, utilities and EPC contractors, the Brookshire expansion adds domestic module manufacturing capacity. Waaree linked the expansion to changes in U.S. trade policy, including measures under Section 232, affecting the economics of imported modules.
The Texas lines have entered commercial production. The Arizona expansion is the next planned addition to Waaree’s U.S. module capacity, supporting its domestic supply strategy.
Critical Perspective
According to pv magazine USA, Brookshire now has 3.2 GW of annual module manufacturing capacity, but that rating does not establish actual output or deliveries. Commercial operation is a concrete milestone, while Waaree’s claim of stronger domestic supply still lacks shipment evidence in this account. The reported global backlog does not show how much demand is assigned to the Texas plant. What share of Brookshire’s capacity is covered by firm customer orders with delivery dates?
