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Reliance Infra Announces Two Integrated Giga-Factories for Solar and Advanced Battery Manufacturing

Reliance Infrastructure has revealed plans to establish two large integrated giga-factories—one dedicated to solar manufacturing and the other to advanced battery storage—as part of its broader push into India’s growing clean-energy sector.

According to the company’s investor presentation, the proposed solar facility will encompass the entire upstream value chain, from ingots and wafers to cells and modules. The manufacturing lines will be optimised for emerging technologies, including TOPCon+, back-contact, and tandem cell architectures.

These developments align closely with India’s ongoing clean-energy roadmap, which targets 500 GW of renewable capacity by 2030, provides Production-Linked Incentive (PLI) support for domestic manufacturing, and plans to expand the Approved List of Models and Manufacturers (ALMM) to include wafers, ingots, and cells by 2028.

Reliance Infra noted that India is expected to add 55–60 GW of new solar capacity annually by 2030, while battery storage needs could reach around 236 GWh early in the next decade. The company aims to position itself as a central player in building a vertically integrated clean-technology supply chain.

Industry estimates indicate a widening gap in upstream capacity between modules and wafers/ingots, a challenge likely to intensify with stricter ALMM norms. Reliance Infra plans to address this through advanced manufacturing designed to retain value across production stages and reduce risks associated with rapid technology shifts.

Simultaneously, the upcoming battery giga-factory will manufacture cells, assemble packs, and develop containerised storage systems with improved thermal performance and cost optimisation. The company is focusing on the midstream segment—cell manufacturing, pack assembly, and turnkey BESS integration—which represents 60–70% of the total value in the energy-storage chain.

With India currently producing less than 10% of its cell requirements and relying on imports for over 60% of its needs, Reliance Infra sees a significant opportunity for domestic capacity expansion. The company added that policy support, including viability-gap funding, PLI incentives for 50 GWh of cell manufacturing, and new co-location mandates for storage with renewable assets, strengthens its long-term strategy.