Image Source: Groww
Suzlon Energy, India’s leading wind energy solutions provider, is projecting minimum year-on-year growth across all key operational and financial parameters for FY26, according to company executives following the release of stellar Q4 and FY25 results. The company’s leadership emphasized that while the sector faces cyclical and regulatory challenges, Suzlon’s robust order book, operational momentum, and strategic partnerships position it for continued expansion.
Key Highlights:
Record-Breaking FY25 Performance: Suzlon reported a 364% surge in consolidated net profit for Q4 FY25, reaching ₹1,181 crore, and a 73% jump in revenue to ₹3,773.5 crore. For the full year, profit soared to ₹2,072 crore from ₹660 crore in FY24, and total deliveries hit a record 1.55 GW—up 118% year-on-year.
Order Book and Execution Pipeline: The company boasts a 5.6 GW order book, providing strong revenue visibility for the next two years. Execution is set to ramp up from 1.4 GW in FY25 to 2.5 GW in FY26, with analysts modeling a quarterly run rate of 600 MW as achievable.
Profitability and Margins: EBITDA for Q4 doubled to ₹677 crore, with margins improving to 19.1%. Suzlon’s locally designed S144 wind turbine now comprises 91% of its order book, highlighting its technological edge.
Strategic Partnerships: Recent large-scale orders from NTPC Green Energy and continued government focus on hybrid and round-the-clock (RTC) renewable tenders are expected to further support growth.
Analyst Confidence: Major brokerages including Motilal Oswal and Nuvama maintain a bullish outlook, projecting revenue and profit CAGR of over 50% through FY27 and reiterating ‘buy’ ratings with up to 30% price upside.
Management Outlook: Executives remain confident of at least minimum year-on-year growth in FY26, citing strong execution, a fortified balance sheet, and a scalable business model as key drivers.
With profitability at a decade high and a robust pipeline, Suzlon is poised to maintain its growth trajectory, reinforcing its leadership in India’s clean energy transition.
Sources: Business Today, CNBC-TV18, NDTV Profit, Suzlon Energy, Economic Times
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