Solar Finance P1 Updated 4 June 2026

CAPEX Model

Quick Definition
The CAPEX model in solar is the traditional purchase model where the customer buys, owns, operates, and maintains the solar plant outright. The customer pays the full system cost upfront (or through a loan) and captures all benefits: tax savings (AD, GST input credit), full electricity offset, and long-term ownership. CAPEX delivers maximum IRR for taxable businesses with strong financials.

Quick Facts

Term
CAPEX Model
Category
Solar Business Model
Industry
Solar Energy
Common Users
C&I corporates with strong financials, residential homeowners, government bodies
Related Tech
Rooftop solar, Ground-mount, Net metering, Loans
Standards
MNRE technical guidelines, ALMM, BIS, Income Tax Act
Difficulty
Beginner

What the CAPEX model is

The CAPEX (capital expenditure) model in solar is the traditional purchase arrangement where the customer buys the solar plant outright. The customer pays the full system cost upfront (or finances it through a loan) and owns the plant. The customer captures all benefits including the electricity savings, the tax benefits, and the asset value.

The model is the default for residential solar adopters and for commercial customers with sufficient capital and tax-paying capacity. It contrasts with the OPEX/RESCO model where the developer owns the plant and the customer pays only for electricity.

For taxable businesses with strong financials and capital availability, CAPEX typically delivers the best long-term economics. The combination of Accelerated Depreciation, GST input credit, and ownership benefits produces an effective project IRR significantly higher than OPEX-equivalent savings.

How CAPEX works

The mechanics are straightforward.

The customer selects an EPC contractor or installer based on technical quality, price, warranty, and reputation. ALMM-listed modules and MNRE-empanelled installers are preferred for subsidy and bankability.

The contractor designs the system, secures approvals (DISCOM, structural), and installs the plant. The customer pays the contractor according to milestone-based terms (typically 50% advance, 30% on installation, 20% on commissioning).

The customer’s net metering agreement is signed with the DISCOM. The plant feeds the customer’s premises and exports surplus to the grid.

The customer claims applicable tax benefits (AD, GST input credit) in their tax return.

The customer is responsible for O&M, typically through an Annual Maintenance Contract with the EPC contractor.

The plant operates for 25+ years, with the customer enjoying free electricity (offset against grid tariff) after the payback period.

Cost structure

A typical CAPEX rooftop solar plant in India in 2026:

SizeApproximate CAPEX (excl GST)After-Subsidy Cost (residential)
3 kW residentialRs 1,50,000 to Rs 1,75,000Rs 72,000 to Rs 97,000 (after Rs 78,000 PM Surya Ghar)
5 kW residentialRs 2,50,000 to Rs 2,90,000Rs 1,72,000 to Rs 2,12,000
10 kW residentialRs 4,50,000 to Rs 5,50,000Rs 3,72,000 to Rs 4,72,000
100 kW commercialRs 47,00,000 to Rs 55,00,000n/a (no subsidy)
500 kW commercialRs 2.10 cr to Rs 2.50 crn/a
1 MW commercialRs 4.00 cr to Rs 4.80 crn/a

These figures exclude GST. Adding GST (12% on modules, 18% on other items) takes the gross figure 12% to 15% higher. For GST-registered customers, the GST is recoverable as input credit, so the effective cost remains close to the GST-exclusive amount.

Tax benefits of CAPEX

For a commercial CAPEX customer with strong tax position:

Accelerated Depreciation: 40% in year 1 plus 20% additional for second-half commissioning, totalling 60% of CAPEX. At 30% corporate tax rate, this is 18% of CAPEX recovered as tax savings in year 1.

GST input credit: 12% to 18% on equipment cost, fully recoverable for GST-registered businesses.

Combined tax benefits: A Rs 55 lakh commercial rooftop generates approximately Rs 12 lakh in first-year tax and GST benefits, effectively bringing CAPEX down to Rs 43 lakh.

The first-year tax recovery alone is approximately 20% to 25% of CAPEX. Over the project life, additional depreciation benefits recover another 10% to 15%.

CAPEX returns example

For a 100 kW commercial CAPEX solar plant in central India:

CAPEX (excl GST): Rs 47 lakh.

Year 1 AD tax savings: Rs 9.9 lakh (60% of Rs 47 lakh at 30% tax).

GST input credit (recovered): Rs 7 lakh.

Net effective CAPEX after Year 1 benefits: Rs 30.1 lakh.

Annual generation: 1,55,000 kWh.

Net annual savings (after O&M and grid tariff): Rs 8.5 lakh (assumes Rs 5.80 per kWh effective savings net of all charges).

Payback period: Rs 30.1 lakh divided by Rs 8.5 lakh = 3.5 years.

25-year cumulative savings: Approximately Rs 2 crore.

25-year IRR: 22% to 26%.

These returns assume the customer can absorb the tax benefits. Customers with weak tax position cannot capture AD fully.

CAPEX versus OPEX decision

FactorCAPEXOPEX
Upfront cash neededHighZero
Long-term costLower (after payback)Slightly higher (PPA tariff)
25-year IRR18% to 28% (taxable corporates)8% to 12% (effective on grid savings)
Tax benefitsCustomer claimsDeveloper claims
O&M responsibilityCustomerDeveloper
Roof or landOwned by customerCustomer provides
Best forTaxable corporates, residential ownersNon-taxable, capital-constrained, prefer simplicity

The decision usually comes down to capital availability and tax position. Customers with capital and tax-paying capacity should prefer CAPEX. Customers without should consider OPEX.

Financing CAPEX

Solar loans are widely available for residential and commercial CAPEX projects.

PM Surya Ghar residential solar loans: 7% to 9% per annum, EMI over 5 to 10 years. Available from SBI, Canara, PNB, Bank of Baroda.

Commercial solar loans: 9% to 12% per annum, EMI over 5 to 15 years. Available from major PSU banks and NBFCs.

Equipment finance: Some EPC contractors offer EMI plans for residential customers.

With financing, the customer still owns the plant and claims tax benefits. The loan EMI is a cash outflow, but the electricity savings often cover most of the EMI.

For commercial customers, the post-tax IRR after AD and GST input credit usually exceeds the loan interest rate, making financed CAPEX viable.

Common mistakes in CAPEX

Underestimating O&M cost and effort. The customer’s responsibility for O&M is real.

Mismatching solar plant size to consumption. Oversized plants export surplus that may not be valued at retail tariff in some states.

Skipping ALMM verification. Subsidy may be denied for non-ALMM modules.

Not capturing AD properly. Tax planning is essential to realise the full benefit.

Going with the cheapest contractor. Lower-quality installations have higher long-term cost through faster degradation and more failures.

Ignoring grid escalation in payback projections. Grid tariffs rise; solar tariffs are essentially fixed. Long-term savings widen.

Best practices

Verify ALMM-listed modules and MNRE-empanelled inverters. Document model numbers and serial numbers.

Get multiple quotes from established EPC contractors. Compare on technical specifications, warranty, and after-sales service.

Plan for tax benefits. Engage a chartered accountant for AD and GST input credit claims.

Sign a comprehensive AMC for ongoing O&M with the EPC contractor or an independent provider.

For residential CAPEX, apply through PM Surya Ghar to get the subsidy.

For commercial CAPEX, model the project on GST-exclusive cost basis since input credit is recoverable.

Standards and references

CAPEX solar installations follow MNRE technical guidelines (ALMM-listed modules, MNRE-empanelled inverters), state SERC net-metering regulations, BIS certifications, and IEC standards. Tax benefits are governed by the Income Tax Act 1961 and the GST Act 2017. Financing follows the standard banking regulations.

Key takeaways

The CAPEX model in solar is the outright purchase arrangement where the customer owns the solar plant and captures all benefits including electricity savings, tax incentives, and asset value. For taxable corporates with strong financials, CAPEX delivers 18% to 28% IRR over 25 years and payback in 3 to 5 years. The combination of Accelerated Depreciation (60% in year 1) and GST input credit recovers 25% to 35% of CAPEX in tax benefits during the first 1 to 2 years. CAPEX is the dominant model for customers with capital availability and tax-paying capacity; OPEX is preferred for those without.

Frequently Asked Questions

What is the CAPEX model in solar?
CAPEX means the customer buys the solar plant outright, paying the full cost upfront or through financing. The customer owns the plant, claims all tax benefits, and captures all the electricity savings. Maintenance is the customer's responsibility (often outsourced to an O&M provider).
What is the typical payback period for CAPEX solar?
For commercial CAPEX solar in India with Accelerated Depreciation and GST input credit, payback is typically 3 to 5 years. For residential CAPEX with PM Surya Ghar subsidy, payback is 4 to 6 years. After payback, the system continues generating free electricity for 20+ more years.
What is the IRR of CAPEX solar?
For commercial CAPEX with tax benefits, IRR typically ranges from 18% to 28% over 25 years. For residential CAPEX with subsidy, IRR is 15% to 25%. These are pre-tax IRRs; post-tax IRRs are slightly higher due to AD recovery.
How is CAPEX different from OPEX?
CAPEX means full upfront purchase and ownership. OPEX means the developer owns and the customer pays only for electricity. CAPEX gives full ownership, tax benefits, and IRR; OPEX gives no upfront cost and lower per-kWh tariff (but no asset ownership).
Can I finance CAPEX solar?
Yes. Banks and NBFCs offer solar loans. Residential solar loans under PM Surya Ghar are available at 7% to 9% per annum from major PSU banks. Commercial solar loans are typically 9% to 12% per annum. With loan financing, the customer still owns the plant and claims tax benefits.
Are tax benefits part of CAPEX?
Yes, and they are significant. Commercial CAPEX customers can claim Accelerated Depreciation (40% in year 1 plus 20% additional for second-half commissioning), GST input credit (12% to 18% of equipment cost), and other deductions.
What is CAPEX subsidy under PM Surya Ghar?
Residential CAPEX solar under PM Surya Ghar qualifies for Central Financial Assistance up to Rs 78,000 (for 3 kW or larger). The subsidy directly reduces the CAPEX outlay, making payback faster.
What are the disadvantages of CAPEX?
Large upfront cost requirement (or loan EMI obligation). Full responsibility for O&M. Direct ownership risk if technology degrades faster than expected. Less liquid asset compared to financial investments.
Is CAPEX solar good for small businesses?
For small businesses with strong tax position and capital availability, CAPEX is often better than OPEX. For small businesses without tax benefit absorption or capital, OPEX may be better.
Who handles O&M in CAPEX?
The customer. Most CAPEX projects include an Annual Maintenance Contract (AMC) with the EPC contractor or an independent O&M provider. AMC costs typically run Rs 200 to Rs 500 per kW per year.
Can I sell my CAPEX-owned solar plant?
Yes. Solar plants are saleable assets. The transfer involves DISCOM approval for net-metering reassignment and PPA transfer if any. The market value depends on remaining plant life and grid tariffs.
Is rooftop solar a fixed asset for accounting?
Yes. For CAPEX-owned rooftop solar, the plant is a fixed asset on the customer's balance sheet, depreciated per accounting standards and tax rules.
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