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Earnings Call

Suzlon Energy Earnings Call: Key Takeaways

Suzlon achieved record FY26 performance with ₹16,679cr revenue and ₹3,153cr PAT. Management is pivoting towards a higher-margin turnkey EPC model and expanding international presence.

Why this was an Alfa AlertREVENUE BEAT: Management confirmed achieving 60% growth commitment for FY26 with actual EBITDA growth of 63% and WTG revenue growth of 65%.
Highlights
Revenue growth54% YoY for FY26; 65% for WTG segment.
MarginsEBITDA margin expanded 100bps to 18.1% in FY26.
Order book5.9 GW total; S144 platform intake reached 9 GW.
Demand visibilityIndustry installations expected to reach 15 GW in 5 years.
Management confidenceHigh; citing 'defining year' and strong demand revival.

Growth

FY26 revenue surged 54% YoY; EBITDA grew 63% to ₹3,022cr. WTG deliveries reached record 2,456 MW.

Outlook

Guided 60% growth for FY26 achieved; projecting 8-10 GW industry installations in FY27. Annual capex guided at ₹600cr.

Risks

Currency depreciation impact and execution challenges in transition to complex EPC contracts.

Source

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

Read the document ↗

Suzlon Energy Limited: 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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