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Earnings Call

Suzlon Energy Earnings Call: Key Takeaways

Suzlon delivered record FY26 results with a 63% EBITDA surge, successfully meeting its high-growth guidance through aggressive execution and scaling of its 3MW turbine platform.

Why this was an Alfa AlertEBITDA grew 63% and Revenue 54%, achieving the 60% growth commitment made at the start of FY26.
Highlights
Revenue growth54% YoY growth reaching ₹16,679 crore in FY26.
MarginsEBITDA margin expanded 100bps to 18.1% in FY26.
Order bookHealthy 5.9GW backlog with 66% from C&I/PSU segments.
Demand visibilityStrong sectoral revival with 100GW national target by 2030.
Management confidenceHigh; emphasizing meeting all prior guidance and commitments.

Growth

Revenue grew 54% YoY to ₹16,679 crore; 3MW turbines (S144) reached 9GW order intake, driving quality earnings.

Outlook

Targeting 50% EPC share by FY28; industry installations projected to reach 10GW in FY27 and 15GW by FY31.

Risks

Transition to EPC contracts increases execution complexity and working capital cycles; regulatory tightening of wind forecasting (DSM) poses operational risks.

Source

Earnings Call filed with NSE, NSE: SUZLON. Summary written with AI assistance from the document.

Read the document ↗

Suzlon Energy Ltd: key numbers

Share price
₹40.80
Market cap
₹56,085 Cr
Revenue (annual)
₹16,732 Cr
Net profit (annual)
₹3,163 Cr
P/E (TTM)
17.8×Sector 53.6×
Promoter holding
11.71%-0.02% QoQ
FII holding
24.15%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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From
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wind turbine capacity
200 MW
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