Suncourt Research
Solar Delivery TrackerNo. 6 · October 2026
Solar Delivery Tracker · India, Q3 2026Data to 30 September 2026
Extensions now cover almost half of the awarded pipeline
Tender agencies granted 23 more extensions in the quarter, most of them for transmission delays. We now expect two thirds of awarded capacity to commission by March 2028
1Where the pipeline stands
Fourteen projects totalling 4.2 GW commissioned in the quarter, the most in any quarter since we began tracking. Behind them, the share of capacity still on its original schedule fell to 35 percent, and 6.4 GW now shows at least two of our risk markers with no extension yet granted.1
| Status | Projects | GW | Share |
|---|---|---|---|
| Commissioned in the quarter | 14 | 4.2 | 6.7% |
| On original schedule | 71 | 21.6 | 34.6% |
| Extended once | 58 | 17.9 | 28.7% |
| Extended twice or more | 39 | 12.3 | 19.7% |
| At risk, not extended | 26 | 6.4 | 10.3% |
| Tracked pipeline | 208 | 62.4 | 100% |
Source: central and state tender agency award letters and extension notices, CERC and state commission orders, transmission connectivity grants, Central Electricity Authority commissioning reports, Suncourt Research estimates
Source: central and state tender agency award letters and extension notices, CERC and state commission orders, transmission connectivity grants, Central Electricity Authority commissioning reports, Suncourt Research estimates
2Extensions granted this quarter
Agencies granted 23 extensions covering 7.4 GW between July and September. The five largest account for 3.6 GW and are listed below. Every earlier extension on these projects stays in the record, so subscribers can see a project's full history rather than only its latest date.2
| Project | Awarded by | GW | Was due | Now due | Reason |
|---|---|---|---|---|---|
| Rajasthan solar park block | Central agency | 1.2 | Dec 2026 | Jun 2027 | Transmission |
| Andhra Pradesh project with storage | Central agency | 0.9 | Mar 2027 | Dec 2027 | No PPA signed |
| Gujarat hybrid project | Central agency | 0.6 | Mar 2027 | Sep 2027 | Land |
| Rajasthan solar project | State agency | 0.5 | Jan 2027 | Jul 2027 | Connectivity |
| Maharashtra feeder cluster | State utility | 0.4 | Oct 2026 | Mar 2027 | Module supply |
| Five largest | 3.6 |
Source: central and state tender agency award letters and extension notices, CERC and state commission orders, transmission connectivity grants, Central Electricity Authority commissioning reports, Suncourt Research estimates
3Why projects are slipping
Transmission and connectivity remain the main cause of delay. Unsigned power purchase and power sale agreements are the fastest growing reason, cited for 1.4 GW this quarter against 0.6 GW in the second quarter.
Source: central and state tender agency award letters and extension notices, CERC and state commission orders, transmission connectivity grants, Central Electricity Authority commissioning reports, Suncourt Research estimates
4Against the Awarded Capacity Register
5What to watch in the fourth quarter
The CERC ruling on revoking unused connectivity, expected in November, could release capacity in Rajasthan and Gujarat. We will also watch whether the 26 at risk projects receive extensions or cancellation notices before the end of December.
How this tracker is built
- A project enters the tracker on its award letter and leaves it on a commissioning certificate or a cancellation notice
- An extension counts once the agency letter or commission order is published, and every prior deadline is kept
- Expected delivery weights each project by its extension count, connectivity grant and signed agreements, reviewed by our analysts
Approved for subscribersMeera RaghunathanHead of Solar Research · 9 October 2026
1 Tracked projects are solar and solar hybrid awards made since April 2023 with a scheduled commissioning date before April 2028. Capacity is AC.
2 A request for extension that has not been granted is recorded as a risk marker, not as an extension.