Malaysia’s sixth Large Scale Solar programme (LSS6) is expected to trigger RM13 billion–RM15 billion in private investment, creating a significant new growth opportunity for the country’s solar industry.

But unlike previous LSS programmes, LSS6 is also introducing a major new element:

1,250 MW of mandatory BESS capacity

The programme will allocate a total of:

☀️ 2,500 MW of solar capacity🔋 1,250 MW of battery energy storage💰 RM13–15 billion of expected private investment🏗️ RM8–9 billion of potential EPCC opportunities

This makes LSS6 more than another solar capacity expansion programme. It could mark an important shift toward solar-plus-storage deployment in Malaysia.

☀️ 2.5 GW Solar + 1.25 GW BESS

Malaysia’s Energy Transition and Water Transformation Ministry has set the LSS6 quota at 2.5 GW of solar capacity, with 1.25 GW of BESS integrated into the programme.

Around 150 MW of solar capacity will be reserved for Bumiputera companies in Peninsular Malaysia.

Projects will be commissioned progressively, with full commercial operation targeted by:

31 December 2029

The request-for-proposal documents are scheduled to be released between the end of July and end of August 2026, with shortlisted bidders expected in the first half of 2027 and contract awards in the second half of 2027.

💰 Where Will the Money Flow?

According to Maybank Investment Bank, LSS6 could generate approximately:

RM8–9 billion

in opportunities for solar companies with engineering, procurement, construction and commissioning (EPCC) capabilities.

This could provide an important replenishment of order books as existing LSS5 projects approach completion.

For Malaysian solar companies, the timing is particularly significant. As LSS5 projects are expected to be substantially completed by the end of 2027, LSS6 could provide a new wave of project opportunities extending into the second half of the decade.

🔋 The Bigger Shift: BESS Becomes Part of the Mainstream Solar Pipeline

The most important difference between LSS6 and previous rounds may not be the additional 2.5 GW of solar.

It is the mandatory integration of 1.25 GW of BESS.

This effectively links large-scale solar deployment with energy storage for the first time at this scale under Malaysia’s LSS framework.

That creates opportunities beyond conventional solar EPC.

Companies with capabilities across:

→ Solar development→ EPCC→ BESS integration→ Grid connection→ Energy management systems→ Long-term O&M

could potentially capture a larger share of the value chain.

It also reinforces a broader trend in Malaysia: future solar growth is increasingly being designed around grid flexibility and energy storage rather than generation capacity alone.

📈 Which Companies Could Benefit?

Research houses are already identifying potential beneficiaries.

Maybank Investment Bank has highlighted Solarvest, Pekat Group and BM Greentech, while maintaining an “overweight” view on Malaysia’s renewable energy sector.

Solarvest remains its preferred pick, supported by an estimated 30% market share in solar projects.

Meanwhile, RHB Research identified Solarvest and Samaiden as its preferred beneficiaries of the LSS6 rollout.

Its estimates suggest:

Solarvest

→ 20–30% potential market share→ 500–750 MW solar→ 250–375 MW BESS

Samaiden

→ 10–15% potential market share→ 250–375 MW solar→ 125–188 MW BESS

If these assumptions materialise, RHB estimates potential FY2027 order-book replenishment of approximately:

RM2.7 billion for Solarvest

and

RM600 million for Samaiden

🔥 The Real Question: Is LSS6 Malaysia’s Solar-to-Storage Turning Point?

LSS6 is clearly another major expansion of Malaysia’s renewable energy pipeline.

But the more important development may be the structural shift from standalone solar toward solar-plus-storage.

The combination of 2.5 GW solar + 1.25 GW BESS could create a new benchmark for future large-scale renewable projects in Malaysia.

For developers and EPC companies, the competitive advantage may increasingly depend not only on how much solar capacity they can build, but also on whether they can deliver integrated PV+BESS systems at scale.

The key question now is:

Will LSS6 simply replenish Malaysia’s solar project pipeline — or will it accelerate the country’s transition toward a storage-enabled renewable power market?