Raveesh Budania, Aashish Agarwal, Jeet Banerjee
 

Abstract 
 

According to a notification on 22 May 2014, the Directorate General of Anti-Dumping and Allied Duties (DGAD) under India’s Ministry of Commerce and Industry has recommended imposition of anti-dumping duty on import of solar cells and modules from China, Taiwan, Malaysia and the US. Investigation into the issue began in November 2012 after Indian Solar Manufacturers’ Association complained that imports from these target countries were damaging the domestic solar manufacturing.

In its notification, DGAD has noted that there are 42 solar crystalline cell and/or module manufacturers in India. DGAD has noted that 39 of these manufacturers have imported subject goods from target countries, and have been not considered as part of the domestic industry for this investigation. It was also highlighted that domestic thin film industry has negligible presence and the few manufacturers with nominal output of thin film solar modules in India reportedly rely on imports from target countries. Only three companies, with 12% of the total domestic production, represented the domestic industry during the investigation. According to DGAD, the domestic industry considered for investigation, comprising of Indosolar, Websol and Jupiter Solar, companies which do not import subject goods from target countries, accounted for about 1.2% of the Indian market share during the period of investigation.

The Indian solar module market is highly fragmented, with First Solar leading the pack. At least two-thirds of the total photovoltaic capacity installed in India uses Chinese and Taiwanese cells. According to Headway Solar estimates, total Indian solar cell production capacity is approx. 350 MW annually, while the current annual demand is more than four times the domestic production1. Headway Solar team has analysed the impact of imposing anti-dumping duties on solar imports in this document.

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