Inox Solar, LONGi sign 5-GW module supply pact for India

• Inox Solar agreed an MoU with LONGi to supply up to 5 GW of modules for the Indian market, supporting rapid utility and C&I deployment.

Inox Solar, a subsidiary of Inox Clean Energy, has signed a memorandum of understanding with LONGi covering the supply of up to 5 GW of solar modules for India. The arrangement is designed to ensure bankable, high-efficiency module availability at scale as developers race to meet utility procurement targets and corporates ramp net-zero programs.

While commercial terms weren’t disclosed, MoUs of this size typically span multiple product tiers—PERC and TOPCon today, with headroom to adopt next-gen cell formats as they mature. For developers, assured volume and predictable specs simplify EPC planning, standardize balance-of-plant, and reduce change-order risks. For financiers, a marquee supplier pairing with a recognized local platform can streamline diligence and bolster bankability for multi-site portfolios.

India’s installation cadence has spotlighted the supply chain: interconnection queues, transformer bottlenecks, and competition for top-efficiency modules can derail schedules. A 5-GW umbrella supply deal lets Inox stage procurement, allocate volumes to projects with the highest readiness, and synchronize deliveries with EPC crew mobilizations. Expect an emphasis on logistics—coordinating inbound shipments with site warehousing to prevent damage and avoid laydown congestion.

On the technical side, modules will be matched to site conditions—albedo, wind, temperature coefficients—and paired with single-axis trackers or optimized fixed-tilt depending on terrain. DC/AC ratio choices will favor annual yield and inverter efficiency rather than headline DC peaks, while plant-level controls ensure reactive power support, ride-through, and fast curtailment aligned with grid codes.

Policy backdrops—including basic customs duty, ALMM dynamics, and domestic-content incentives—remain moving parts. A flexible supply pact can hedge those swings, blending domestic and imported options as rules evolve without stranding project timelines.

Net effect: Inox locks a pipeline of bankable hardware; LONGi secures channel stability in a growth market; and Indian buyers gain confidence that awarded projects can convert paper megawatts into energized plants on schedule.