JMK Research reported on Friday that the government’s decision to implement the Approved List of Cells and Manufacturers (ALMM) from June 2026 could affect nearly 20–25 gigawatt (GW) of green open access capacity.
The research firm said the shortage of domestic content requirement (DCR) modules following ALMM implementation will likely hamper the execution of 20–25 GW of green open access projects over the next two to three years.
It also noted that high DCR module prices will increase project power tariffs by ₹0.4–₹0.5 per unit.
The Ministry of New and Renewable Energy (MNRE) has used ALMM as a non-tariff mechanism to promote domestic manufacturing of clean energy products, including solar modules and wind turbines.
Until 2025, ALMM applied only to solar modules. However, MNRE expanded the mandate to solar cells to strengthen the upstream solar manufacturing value chain.
After mandating ALMM for cells in 2024, MNRE published the first ALMM list in July 2025. This list included six manufacturers with a combined capacity of 13 GW.
By comparison, the June 2025 ALMM list for modules featured more than 100 manufacturers with a cumulative listed capacity of 91.5 GW.
Highlighting the significant gap in domestic manufacturing capacity for modules and cells, industry players demanded relaxations in the ALMM norms.
Responding to the concerns, MNRE issued an office memorandum on August 12. It exempted government projects with bid submission dates on or before August 31, 2025, from using solar PV cells listed in ALMM List-II.
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