Solar Energy Budget FY 26-27
Impact of Budget 2026-27 on solar EPC companies India's Union Budget 2026-27 delivers strong tailwinds for solar EPC companies like yours targeting 2.1 MW installations in Uttar Pradesh, primarily through cost reductions, rooftop demand surge, and easier financing. These measures cut project costs by 10-15% and expand pipelines via schemes like PM Surya Ghar.[2][1][3] ## Positive Impacts Increased allocations and duty exemptions directly boost EPC margins and order books.[2][10] - **Rooftop Boom**: ₹22,000 crore for PM Surya Ghar (1 crore households) drives residential EPC demand; EPCs gain from high-volume installs and diversified clients.[2][1] - **Cost Savings**: BCD exemptions on solar glass inputs (e.g., sodium antimonate to 0%) and equipment lower BoM costs by 5-10%; supports your 2026 procurement.[2][10] - **Financing Edge**: REC/PFC restructuring unlocks low-cost loans; ₹1,775 crore solar outlay aids grid projects and subsidies (UPNEDA alignment).[2][4] - **Storage Synergy*...