US CVD on Indian Solar Goods: Limited Impact on Key Players

• Major Indian solar solution providers like Vikram Solar, Waaree Energies, and Premier Energies anticipate minimal impact from US countervailing duties (CVD) on certain solar goods.
• Vikram Solar CMD Gyanesh Chaudhary stated their US order strategy was not reliant on Indian cells, utilizing a diversified supply chain.
• Waaree Energies' Abhishek Pareek confirmed no material adverse impact on their US order book, having ramped up deliveries despite earlier duties.
• Premier Energies' Vinay Rustagi noted their export share to the US is almost nil, having adjusted their sales strategy since the investigation was announced in August 2025.
• Emmvee Photovoltaic Power Ltd clarified no impact on its business, as its manufacturing is primarily aligned with domestic demand, insulating it from external trade developments.