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Waaree Doubles Texas Solar Module Capacity to 3.2 GW
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Waaree Solar Americas, the U.S. subsidiary of India's Waaree Energies Limited, has doubled output at its Brookshire, Texas, solar module factory to 3.2 GW a year. Two new lines of 800 MW each entered commercial production on October 29, 2026, lifting the site from 1.6 GW. The Texas solar module capacity increase comes as American contracts climb to 43.8% of the parent's $7.05 billion consolidated order book, up from 36% one quarter earlier. The board approved the expansion in April 2025. An Arizona plant is also growing, and Waaree wants 4.8 GW of U.S. factory capacity during FY27.
With Brookshire now at 3.2 GW and Arizona expanding, we are serving American customers from American factories, and our U.S. order book continues to grow every quarter.
Sunil Rathi, Director, Waaree Group
Key takeaways
- Brookshire doubled: Waaree Solar Americas began commercial output on two 800 MW module lines in Brookshire, Texas, on October 29, 2026, taking the plant to 3.2 GW.
- 4.8 GW U.S. goal: With its Arizona module plant moving from 1 GW to 1.6 GW, Waaree is aiming for 4.8 GW of combined U.S. capacity in FY27.
- Order book shift: U.S. contracts account for 43.8% of Waaree Energies' $7.05 billion consolidated order book, against 36% in Q1 FY27.
- India integration: Waaree plans 15.4 GW of cell capacity in India in FY27 and a 10 GW ingot and wafer plant ready for operation in FY28.
Table of contents
How Brookshire and Arizona Add Up to 4.8 GW
The Brookshire site now runs at 3.2 GW after the two 800 MW lines came online, twice its earlier 1.6 GW. Waaree's second U.S. module plant, in Arizona, is being upgraded from 1 GW to 1.6 GW. Together the two sites reach the 4.8 GW aggregate the company is targeting in FY27.
Waaree describes the build-out as its "Make in U.S. for U.S." strategy: modules made domestically for domestic buyers. Sunil Rathi, a Director at Waaree Group, tied the push to trade policy. He said shifting rules strengthened the case for producing locally. No completion date for the Arizona work has been given beyond the FY27 goal.
Why U.S. Orders Now Drive Waaree's Growth
Revenue from the U.S. factories reached $154.8 million in Q2 FY27, against $87.1 million a year before, a rise of about 78%. Group-wide, Waaree Energies posted consolidated revenue from operations of $895 million for the quarter, up 23.9% year on year.
The order book points the same way. U.S. supply deals make up 43.8% of the $7.05 billion total, or roughly $3.1 billion, compared with a 36% share in Q1 FY27. Worldwide, the company's module backlog exceeds 25 GW. Rathi said the U.S. order book keeps growing every quarter. The latest figures support that, though one quarter-on-quarter rise is a short record.
What Waaree Is Building Back Home in India
The U.S. push runs alongside backward integration in India, meaning Waaree is moving upstream into the components that go into solar modules. Cell capacity there is slated to reach 15.4 GW in FY27, up from 5.4 GW, an addition of about 10 GW. A 10 GW ingot and wafer plant is being prepared for operational readiness in FY28.
For context, the Solar Energy Industries Association counts 75.3 GWdc of operational U.S. module manufacturing capacity and 62.4 GWh of battery cell capacity. SEIA puts cumulative announced investment at $41.9 billion and potential jobs in the domestic supply chain at 74,626. On those figures, Brookshire's 3.2 GW is a little over 4% of national module output.
| Facility | Product | Earlier capacity | New or target capacity | Timing |
|---|---|---|---|---|
| Brookshire, Texas | Modules | 1.6 GW | 3.2 GW | Operating since October 29, 2026 |
| Arizona | Modules | 1 GW | 1.6 GW | Expansion under way |
| U.S. combined | Modules | n/a | 4.8 GW | Target in FY27 |
| India | Cells | 5.4 GW | 15.4 GW | Planned in FY27 |
| India | Ingots and wafers | n/a | 10 GW | Operational readiness in FY28 |
What could help or hinder Waaree's U.S. plan
The case for
- Brookshire's 3.2 GW is already in commercial production, so half of the expansion story is complete rather than planned.
- U.S. contracts rose from 36% to 43.8% of the order book in one quarter, giving the new lines committed demand.
- A global module backlog above 25 GW indicates demand well beyond current U.S. capacity.
The case against
- The 4.8 GW target still depends on the Arizona upgrade reaching 1.6 GW within FY27.
- Rathi credits trade policy for strengthening local manufacturing, so a policy reversal would weaken the rationale.
- Order book share says nothing about margins or how quickly backlog turns into shipments.
What to be careful about
- The U.S. strategy rests on trade policy that Waaree's own director identifies as the reason local manufacturing makes sense.
- Arizona's expansion to 1.6 GW has no stated completion date beyond FY27, leaving the 4.8 GW goal exposed to delay.
- Rapid growth in the U.S. order book over a single quarter is a short track record for judging sustained demand.
The bottom line
Waaree's Texas expansion is finished, but the rest of its U.S. plan is not. Brookshire's 3.2 GW is operating, while the 4.8 GW goal depends on Arizona reaching 1.6 GW within FY27. On current figures the commercial case looks firm. U.S. revenue grew by about 78% year on year, and the U.S. share of orders rose by almost eight points in one quarter. The numbers do not show margin, or how much of the backlog converts on schedule. Rathi credits trade policy for the shift, which also means the strategy depends on that policy holding. The next quarterly results will show whether U.S. orders keep climbing.
What to watch
- Watch for Waaree's next quarterly results to see whether the U.S. share of the order book keeps rising past 43.8%; no date has been set.
- Watch for completion of the Arizona upgrade to 1.6 GW, which Waaree needs to reach 4.8 GW of U.S. capacity during FY27; no specific date has been given.
- Watch for progress on the 10 GW ingot and wafer plant in India, which Waaree is targeting for operational readiness in FY28.
Frequently asked questions
Who owns Waaree Solar Americas?
Waaree Solar Americas Inc. is a wholly owned U.S. subsidiary of India's Waaree Energies Limited. It runs the company's module factories in Brookshire, Texas, and in Arizona.
How long did the Brookshire expansion take?
Waaree's board approved the expansion in April 2025, and commercial production on the two new lines began on October 29, 2026. That is about 18 months from approval to output.
How big is Waaree's global solar module backlog?
Waaree's cumulative module backlog across all markets stands above 25 GW. Its consolidated order book is valued at $7.05 billion, with U.S. contracts making up 43.8%.
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