India's five-year anti-dumping duty on solar glass imports from China and Vietnam is expected to raise domestic module prices by 3-5%, making them costlier than Chinese counterparts.
With textured tempered glass accounting for 8-12% of a module's cost, the average additional duty of 25% could increase module costs by $0.6 cents per Wp. Experts believe the impact will be marginal and short-term as India’s domestic manufacturing matures. The policy aims to support local players, enhance cash flow, and boost returns on capital, while gradually reducing reliance on imports through a stronger photovoltaic value chain.