Polysilicon is a key raw material for solar PV manufacturing, and India currently relies entirely on imports from China. The country currently has about 200GW of solar module, 33GW of cell and 2GW of wafer manufacturing capacity operating, but no domestic polysilicon capacity. India is also targeting at least 80GW of domestic ingot and wafer manufacturing capacity by June 2028. Upstream capacity remains limitedThe proposed polysilicon PLI comes as India seeks to close the gap between rapidly expanding downstream manufacturing and limited upstream capacity. The report found that the PLI scheme had driven all of India’s polysilicon and wafer capacity at the time, while around 36% of cell capacity and 24% of module capacity originated from PLI allocations.