Tata Power to start ₹6,600 crore Odisha solar wafer plant work in October

Tata Power plans to begin construction of a 10-GW solar wafer and ingot facility in Gopalpur, Odisha, in October. The first 5-GW phase is targeted for January 2028, with a second phase expected about six months later; the company is also evaluating nuclear-project sites.

— Source publishedMon, 27 Jul, 2026, 19:30 IST·First seen Mon, 27 Jul, 2026, 19:32 IST·Source The Hindu BusinessLine

What happened

Tata Power will start building a ₹6,600-crore, 10-GW solar wafer and ingot plant in Gopalpur, Odisha, in October. It is also identifying nuclear project sites

Key facts

  • ₹6,600 crore
  • 10 GW
  • 4.3 GW
  • 5 GW each in two phases
  • 128 acres
  • 1,001 MW modules
  • 862 MW solar cells
  • 12 GW renewable portfolio
  • 220 MW
  • 700 MW

Why this matters

Tata Power’s vertical integration creates potential partnership opportunities around renewable procurement, captive power and supply-chain decarbonisation, while its nuclear ambitions could broaden its strategic energy platform.

What to watch

  • Formal financial closure, EPC and equipment-order announcements before October.
  • Details of Odisha incentives, grid connection, water allocation, and Gopalpur logistics infrastructure.
  • Polysilicon supply contracts, pricing, and any announced upstream joint venture.
  • Indian changes to solar import duties, approved-list rules, domestic-content mandates, and manufacturing incentives.
  • Evidence of Tata Power Solar cell/module capacity expansion or signed wafer offtake contracts.
  • Commissioning milestones against the January 2028 first-phase target.
  • Government policy movement enabling or restricting private investment in nuclear generation.
  • Secure long-term polysilicon supply and evaluate backward-integration or strategic sourcing partnerships.
  • Finalize technology and equipment vendors for ingot pulling, wafering, quality control, and yield optimization.
  • Lock in Odisha state incentives, land, power, water, logistics, and port-linked import arrangements.
  • Align wafer output with Tata Power Solar's cell/module capacity and pursue external offtake agreements.
  • Advance nuclear-site screening while awaiting clarity on private-sector participation, liability, ownership, and tariff policy.