Alpex Solar inaugurates 2.2 GW TOPCon cell plant in UP

What Alpex Solar inaugurated, and where

Alpex Solar has inaugurated a 2.2 GW tunnel-oxide passivated contact (TOPCon) solar cell manufacturing facility at Kosi Kotwan Industrial Area in Mathura district, Uttar Pradesh. The company said the plant is spread across about 9 lakh square feet, which is also stated as a 900,000-square-foot facility. It will manufacture G12R TOPCon solar cells. Alpex described it as its first integrated TOPCon giga manufacturing line in Uttar Pradesh. The commissioning adds cell manufacturing capacity to Alpex’s existing solar PV operations. The company also said the new capacity is meant to strengthen its ability to cater to demand in India’s domestic solar PV market. In a statement, CEO Aditya Sehgal called the project an important milestone in Alpex Solar’s shift from being primarily a solar module manufacturer and EPC provider to becoming more deeply integrated.

Key specifications: capacity, technology, and footprint

The announced nameplate capacity of the facility is 2.2 GW. Alpex said the factory will produce G12R TOPCon solar cells, a format and technology increasingly used across the photovoltaic manufacturing industry. TOPCon technology, according to the company, is designed to provide higher efficiency and power output. The plant is located at the company’s existing industrial premises at Kosi Kotwan, Extension-2, in Mathura. One disclosure described it as Unit A-2/2 in the Kosi Kotwan industrial area. Alpex’s filings and releases repeatedly position the plant as an integrated TOPCon line for the state, underlining its backward integration strategy. The company also said the new facility strengthens its technology and manufacturing capabilities.

How the project was disclosed and announced

Alpex Solar disclosed the development through regulatory communications, including a filing with the National Stock Exchange (NSE). One filing referenced a Regulation 30 intimation under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company’s filing dated September 4, 2026 identified the facility as a G12R TOPCon solar cell manufacturing plant with a capacity of 2.2 GW. Separately, a September 17, 2026 press release said the plant was inaugurated in the presence of dignitaries. Another update tied the inauguration event to September 16, 2026, including a scheduled 3 PM ceremony. Across these disclosures, the core points remained consistent: location at Kosi Kotwan, 2.2 GW capacity, and G12R TOPCon solar cell output.

Backward integration: what changes for Alpex Solar

The commissioning marks Alpex Solar’s entry into PV solar cell manufacturing, adding a new layer to its existing solar products business. The company has been described as a vertically integrated solar PV manufacturer and EPC provider, and the new cell plant is framed as a backward integration step. Alpex said the capacity will feed its broader solar PV operations and strengthen its manufacturing footprint. In its public statement, the company linked the investment to participating more meaningfully in India’s transition toward cleaner and more secure energy. The facility also complements Alpex’s existing portfolio, which includes PV modules, EPC solutions, solar pumps, and aluminium frames. CEO Aditya Sehgal said the shift represents a journey toward a more integrated renewable energy company.

Timeline and build details mentioned in disclosures

One report stated the plant was built in about 15 months. Another disclosure said the company initially planned the 2.2 GW capacity in two phases, first 1.4 GW followed by 800 MW, and later combined those phases into a single 2.2 GW commissioning programme. The public event itself was referenced as being scheduled for September 16, 2026, while an update from Mumbai dated September 17 also described the inauguration. These details provide a clearer view of how Alpex structured the project and communicated it to the market. They also indicate that the company moved from a phased plan to a consolidated commissioning, which can simplify ramp-up planning and vendor coordination.

Capacity roadmap: modules today, wafers and ingots next

Alongside the cell plant, Alpex has outlined additional manufacturing plans in its disclosures. The company’s current module production capacity stands at 2.4 GW, with an expansion target to 3.6 GW by 2027. It has also planned a 2.5 GW solar wafer and ingot plant, targeted for June 2028. By FY2030, Alpex plans to have 5 GW of solar glass capacity and 5 GW of wafers and ingots manufacturing capacity. These targets were referenced in the context of an invitation attached to an NSE filing. Taken together, the roadmap points to a longer-term effort to deepen domestic production across key solar supply-chain components.

Dignitaries and stakeholders at the inauguration

The company’s release said the plant was inaugurated in the presence of dignitaries. One report stated that Uttar Pradesh Chief Minister Yogi Adityanath and Union New and Renewable Energy Minister Pralhad Joshi were on the guest list for the ceremony. While the company did not detail operational ramp-up timelines in the provided text, it positioned the event as a formal start to cell manufacturing in the state. The presence of senior government officials is consistent with the policy focus on scaling domestic manufacturing in renewable energy. Alpex’s disclosures also described the plant as the first TOPCon giga integrated manufacturing line in Uttar Pradesh.

Market and industry context: domestic manufacturing push

Alpex said the new capacity is expected to strengthen its ability to respond to demand in India’s growing solar PV market. One report connected the plant to compliance with MNRE’s Approved List of Models and Manufacturers (ALMM) mandates, framing it as part of a broader effort to reduce dependence on imports. The company’s choice of TOPCon is also aligned with wider adoption of the technology across PV manufacturing. The commissioning is positioned as an addition to India’s domestic solar manufacturing ecosystem, particularly for advanced cell technology. Another report noted that Alpex becomes the second solar cell manufacturer in Uttar Pradesh after Fujiyama Power Systems.

Key facts at a glance

Why this commissioning matters for investors and the supply chain

For Alpex, the plant broadens its manufacturing base from modules and EPC into solar cells, which can change cost structure, sourcing dependence, and control over component availability. The company’s disclosures explicitly tie the project to backward integration and strengthening domestic capability. For the domestic supply chain, additional TOPCon cell capacity supports availability of locally produced cells at a time when manufacturers and developers are aligning procurement with policy requirements. Alpex’s roadmap also signals intent to move further upstream into wafers and ingots, and later solar glass, which are key inputs in PV manufacturing. The near-term impact is structural rather than immediate financial disclosure, as the provided text does not include revenue, margin, or utilization guidance.

Conclusion

Alpex Solar’s inauguration of a 2.2 GW G12R TOPCon cell facility at Kosi Kotwan in Mathura marks its formal entry into PV solar cell manufacturing and a clear step in its backward integration strategy. The company has positioned the plant as an integrated TOPCon line for Uttar Pradesh and as additional capacity to serve India’s domestic solar market. Disclosures also outline the next planned capacity additions, including a 2.5 GW wafer and ingot plant targeted for June 2028 and module expansion to 3.6 GW by 2027. Future updates are likely to come through further regulatory filings and commissioning milestones tied to the company’s stated FY2030 capacity targets.