New Delhi, Dec. 3 -- From the industrial belts of Gujarat to the outskirts of Bengaluru, factories are churning out solar panels by the millions, their glassy surfaces stacked and shipped across the country. Utility developers, homeowners and farmers are lapping them up, feeding the surge in India's clean energy push.

For years, India has been hailed as the world's most credible challenger to China's command over the solar supply chain. Backed by government incentives and trade protections, Indian solar equipment makers such as Adani Enterprises, Tata Power, Renew Photovoltaics, Waaree Energies and Premier Energies have raced to expand solar module capacity to help meet the country's ambitious target of installing about 300GW of solar en...