Suzlon Energy Ltd has come into focus after reporting a strong performance for the January–March quarter. The renewable energy company posted a 364% year-on-year jump in net profit to ₹1,181 crore, compared to ₹254 crore in the same period last year.
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This was supported by a ₹600 crore deferred tax gain. The company’s sales also rose sharply by 73.20% to ₹3,773.5 crore from ₹2,179.2 crore. Suzlon delivered 573 MW in Q4FY25, exceeding expectations of 475 MW, and its operating profit margin improved to 18.3% against the estimated 14.7%, driven by a favorable product mix. Despite higher depreciation and interest costs due to the Renom acquisition, Suzlon’s performance beat Nuvama’s profit before tax estimates by 25%.
Nuvama Institutional Equities revised its FY26–27 forecasts for Suzlon, factoring in 5–7% higher sales and 8–15% better EBITDA. It maintained a ‘HOLD’ rating on the stock but raised the target price from ₹61 to ₹68. Although new order inflow in Q4 was less than 100 MW due to some cancellations, Suzlon’s order book remains strong at 5 GW, ensuring revenue visibility for the next two years. The company continues to benefit from government tenders focused on renewable, hybrid, and round-the-clock power projects.
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With a 30%+ market share and strong presence in both the commercial & industrial (C\&I) and public sector segments, Suzlon is well-positioned for future growth. The stock closed at ₹65.44 on Thursday, gaining 16% in the past month and 44% over the last year.
