⚡ Solar Industry – Key Highlights & Insights (April 2026)

The solar and renewable energy sector continues to evolve rapidly across India and globally. April 2026 witnessed significant developments in policy reforms, renewable capacity expansion, energy storage initiatives, and grid modernization. These advancements highlight a strong transition toward a cleaner, smarter, and more resilient energy ecosystem.

☀️ India's Green Power Reaches a Record High

India achieved its highest-ever renewable energy generation during FY26, with renewable sources contributing 25.86% of total electricity generation.

• Thermal Power: 70.73%
• Solar Energy: 9.46%
• Hydropower: 9%
• Wind Energy: 5.77%

This milestone reflects strong government support, increasing renewable installations, and enhanced grid integration capabilities across the country.

⚡ Rajasthan Introduces Demand Flexibility Targets

Rajasthan has taken a progressive step toward building a smarter energy ecosystem by introducing Demand Flexibility Portfolio Obligations (DFPO).

• Starting at 0.25% in FY27
• Increasing to 2% by FY30

The framework includes:

• Performance incentives and penalties
• Electric vehicle charging integration
• Battery energy storage participation
• Aggregator involvement

This initiative marks an important shift toward more responsive and intelligent power management systems.

🔋 India's First CfD Tender for Peak Renewable Power

India has launched its first Contract for Difference (CfD) tender through Solar Energy Corporation of India (SECI).

• 500 MW / 1,500 MWh project capacity
• Mandatory peak-hour supply between 6 PM and 12 AM
• Market-linked pricing with stable revenue mechanisms

This initiative strengthens renewable energy and battery storage integration while improving peak demand management.

🏭 SJVN Green to Sell 712.90 MWp Solar Modules

SJVN Green Energy Limited (SGEL) has invited Expressions of Interest (EOIs) for the sale of 712.90 MWp solar photovoltaic modules located across Gujarat and Maharashtra.

Available module technologies include:

• Monocrystalline bifacial double-glass modules
• Mono PERC modules

The move reflects active market demand and optimization within the solar supply chain.

🏠 Odisha Leads in Rooftop Solar Growth

Odisha has emerged as one of India's leading states in rooftop solar adoption, supported by initiatives such as the PM Surya Ghar Yojana.

Additionally, OREDA has invited bids for rooftop solar installations across:

• Government buildings
• Industrial Training Institutes (ITIs)
• Research centers
• Public infrastructure facilities

Projects include seven years of operation and maintenance responsibilities, supporting long-term system performance and reliability.

🏗️ Battery & EV Supply Chain Expansion

A ₹2,550 crore cathode material manufacturing facility has been approved in Andhra Pradesh.

• Supports EV battery production
• Strengthens energy storage manufacturing
• Expected to generate over 400 jobs
• Enhances India's domestic supply chain capabilities

This investment aligns with the rapid growth of electric mobility and energy storage markets.

⚠️ Policy Watch: Maharashtra Rooftop Solar Charges

Maharashtra is currently evaluating electricity duty and grid support charges for rooftop solar consumers.

Industry stakeholders have expressed concerns regarding the potential impact on:

• Consumer adoption rates
• Project return on investment (ROI)
• Future rooftop solar investments

Policy clarity will play a crucial role in maintaining momentum within the rooftop solar segment.

🌏 Global Insight: China's Pricing Shift Impacts Energy Storage

China's transition toward market-linked electricity pricing is reshaping the Battery Energy Storage System (BESS) sector.

Key industry shifts include:

• Reduced dependence on fixed tariff arbitrage
• Greater focus on forecasting and energy optimization
• Expansion of ancillary service markets
• Data center backup opportunities
• Dynamic energy trading models

These developments offer valuable insights for India's evolving energy storage ecosystem.

🌆 Indore Solar Plant Delivers Strong Results

The Indore Municipal Corporation's 60 MW solar power plant continues to demonstrate the economic and environmental value of renewable energy investments.

• ₹3–4 crore monthly savings
• 80 lakh units generated per month
• Approximately 86,000 carbon credits annually

💨 SECI Issues 600 MW Wind Tender

SECI has announced a new 600 MW ISTS-connected wind energy tender, creating opportunities for hybrid renewable energy developers.

This highlights growing demand for:

• Solar-wind hybrid systems
• Grid-connected renewable solutions
• Integrated clean energy projects

💡 Industry Insight: The Future is Integrated & Performance-Driven

The renewable energy sector is evolving beyond simple capacity additions. Industry focus is increasingly shifting toward integrated, efficient, and performance-driven energy solutions.

Key priorities include:

• Energy storage integration
• Smart grid technologies
• High-efficiency components
• Long-term durability and reliability

🏢 Our Perspective – Mishri Adhesive Tech

At Mishri Adhesive Tech, we support the solar manufacturing ecosystem with advanced material solutions designed for long-term performance.

• Solar Silicone Sealants
• Solar Potting Compounds
• Inverter Adhesives
• Thermal Conductive Materials

Key Benefits:

• High bonding strength
• 25–30 years service life
• Excellent weather resistance
• Reliable performance in harsh environments

Advanced materials are the backbone of long-lasting and high-performance solar systems.

🚀 Conclusion

April 2026 demonstrates the continued momentum of India's renewable energy transition.

• ✔ Strong policy support
• ✔ Rapid technology adoption
• ✔ Expanding energy storage integration
• ✔ Increased focus on long-term performance

The future belongs to organizations that prioritize quality, innovation, sustainability, and reliability across the renewable energy value chain.

📩 Let's Connect

If you are a solar module manufacturer, EPC contractor, inverter manufacturer, or renewable energy solution provider seeking high-performance adhesive and sealing solutions, we would be pleased to connect and discuss your requirements.