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“Suzlon Energy’s Record-Breaking FY25: Strong Turnaround, Market Momentum, and Strategic Outlook for FY26”

 windpowermonthly.com/art...


1. Financial Performance: A Decade‑High Turnaround

FY25 Highlights

  • Revenue soared 67% YoY to ₹10,851 Cr; EBITDA jumped 81% to ₹1,857 Cr; PBT doubled to ₹1,447 Cr—highest in 10 years 

  • PAT reached ₹2,072 Cr, boosted by a ₹638 Cr deferred tax asset 

  • Deliveries surged 118% to 1,550 MW; firm order book expanded to 5.6 GW; net cash stood at ₹1,943 Cr 

Quarterly Momentum

  • Q1 FY25: Deliveries at a 7‑year high of 274 MW; PAT doubled to ₹302 Cr; EBITDA rose 86%, margin improved .

  • Q2 FY25: PAT up 97%, revenue +48%, EBITDA margin ~14% on strong 5.1 GW order book 

  • Q3 FY25: Revenue +91%, PAT ~388 Cr; manufacturing capacity rebuilt to 4.5 GW; order book at 5.5 GW 

  • Q4 FY25: PAT surged 365% to ₹1,182 Cr (partly due to one-off tax gain); revenue +73%; shares rose ~13% 

💬 Brokers like Motilal Oswal have raised their target price to ₹83 with a “Buy” rating, citing strong momentum into FY26 

2. Growth Drivers & Market Position

  • Order Book Strength: As of Q2 FY25, Suzlon’s order book is ~5–5.6 GW, led primarily by C&I, PSU, and central/state bids .

  • Watertight Deals: Major wins include a 1,166 MW contract from NTPC and a 400 MW C&I order from Jindal Renewables—India’s largest such deal .

  • Product Innovation: The S144 turbine (3.15 MW hybrid-lattice) dominates India’s market and comprises 90%+ of current order flow 

  • Operational Resilience: Delivery capacity ramp-up—from 274 MW to 447 MW in Q3—reflects strong execution; manufacturing now ~4.5 GW capacity .

3. SWOT Overview

Strengths Challenges
Strong balance sheet with net cash of ~₹1,943 Cr. High execution pressure due to order backlog.
Leading domestic turbine design (S144). Margins may fluctuate with commodity costs.
Robust market positioning in C&I and PSU. Promoter stake dilution: 2.9% planned offload 
Support from brokerages with 'Buy' ratings. Stock valuation still elevated—P/E and leverage warrant attention.

4. Stock Outlook & Investor Sentiment

  • Performance So Far: 5‑year CAGR of ~30% PAT growth; ₹1 L investment in 2020 could be ~₹25 L today—remarkable returns 

  • Analyst Targets: Brokerage forecasts range from ₹70 (ICICI) to ₹83 (Motilal Oswal) 

  • Reddit Commentary: One user noted a 14% rebound in March 2025 but flagged high valuation and debt as caveats 

5. Strategic Outlook

Suzlon is well‑positioned for FY26, leveraging:

  • Ramp-up in manufacturing and delivery capacity.

  • Continued execution of a diversified order backlog across segments.

  • A cleaner balance sheet post-asset monetizations and debt rationalization.

  • Benefitting from India’s renewable energy push—50 GW wind capacity already installed, aiming for 100 GW by 2030 .

🔍 Final Take

Suzlon has delivered a transformative FY25, achieving record profitability, robust order inflow, and a solid balance sheet. Its technological edge, via S144 turbines, gives it a distinct advantage. For investors, the stock shows compelling growth potential, but vigilance is warranted—either in monitoring execution risk or shifts in subsidy/regulatory frameworks. With room to grow, FY26 sets the stage for further gains, likely in the ₹70–₹83 per share range.

Bottom Line

For investors bullish on India’s renewable energy trajectory, Suzlon Energy offers strong growth metrics and strategic positioning, but execution discipline and valuation balance will determine medium-term rewards.

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India and the US 500% Tariff Shock: Economic Repercussions, Strategic Alternatives, and the Russia Dilemma

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