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Earnings Call

Suzlon Energy Earnings Call: Key Takeaways

Suzlon Energy's June 2026 Investor Meet outlines a shift to 'Suzlon 2.0', evolving from a wind equipment manufacturer to a full-stack renewable energy solutions provider including solar and storage.

Why this was an Alfa AlertManagement delivered FY26 revenue growth of 54% YoY and EBITDA growth of 63% YoY, exceeding the 50% single-year YoY growth threshold for primary metrics.
Highlights
Revenue growth54% YoY for FY26.
MarginsEBITDA growth (63%) outpaced revenue (54%), suggesting expansion.
Demand visibilityStrong; India requires 100GW+ wind by 2030.
Management confidenceHigh, focused on E2E ownership and market leadership.

Growth

FY26 Deliveries reached 2,456 MW (58% YoY); Revenue ₹16,679 Cr. (54% YoY); EBITDA ₹3,022 Cr. (63% YoY); PAT ₹3,163 Cr. (53% YoY).

Outlook

Targeting 13-15 GW annual wind additions in India to reach ~130 GW by 2030; expanding into South East Asia and MENA regions.

Risks

Execution bottlenecks cited: land acquisition, skilled manpower, and grid connectivity challenges causing ~9-month average delays for wind projects.

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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