Solarvest Expects Limited Impact from Solar Cost Spike

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Kuala Lumpur, 5 February 2026 (The Capital Post) – Solarvest Holdings Berhad has moved to reassure the market following recent reports on rising global solar panel prices, stating that the company is well insulated against near-term cost pressures and delivery risks.

In a statement released today, the clean energy solutions provider addressed concerns linked to industry-wide price increases after China’s removal of a 9% export tax rebate on solar products. While acknowledging that the development has affected global module pricing, Solarvest stressed that the reports do not fully capture its procurement strategy and risk mitigation measures.

According to the company, it had already secured a 2GW blanket order with suppliers at locked-in prices in the second half of calendar year 2025, ahead of the Chinese policy change. This pre-procurement exercise is expected to cover project requirements for the next 18 to 24 months.

Solarvest added that these supply contracts are backed by refundable deposits and bank guarantees, which provide financial protection in the event of supplier non-performance. The company noted that its long-standing relationships with established suppliers further reduce execution and delivery risks despite recent market volatility.

On the financial front, Solarvest said that although module prices have risen globally, the overall impact on margins remains contained. This is supported by its early procurement strategy as well as favourable currency movements from a stronger Ringgit. The company also pointed out that independent analysts continue to view its margin pressures as manageable, maintaining positive recommendations on the stock.

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Looking ahead, Solarvest reaffirmed its growth strategy anchored on engineering, procurement, construction and commissioning (EPCC) services, asset ownership, strategic acquisitions and a robust regional project pipeline.

The group expressed confidence in its ability to navigate the evolving cost environment while continuing to deliver value to stakeholders and contributing to Malaysia’s clean energy transition.

-The Capital Post