5700-MW order book: Wind energy company posts 62% rise in EBITDA at Rs 599 crore; Stock trades below Rs 70

On Tuesday, shares of this wind energy company plunged 0.35 per cent to Rs 63.12 per share from its previous closing of Rs 63.34 per share. The stock’s 52-week high is Rs 86.04 and its 52-week low is Rs 46. The shares of the company saw a spurt in volume by more than 1.80 times on the BSE.

The Suzlon Group is a leading global renewable energy solutions provider, with 21+ GW of wind energy capacity installed across 17 countries. Headquartered at Suzlon One Earth in Pune, India, the Group includes Suzlon Energy Limited (NSE: SUZLON, BSE: 532667) and its subsidiaries. A vertically integrated organisation, Suzlon has in-house R&D centres in Germany, the Netherlands, Denmark, and India, and world-class manufacturing facilities across India. With 30 years of operational excellence and a diverse workforce of 8,100+ employees, Suzlon is India’s No. 1 Renewable Energy Solutions company, having an installed base of 15.2 GW of assets and an additional 6 GW installed outside India. Its portfolio includes the advanced 2.x MW and 3.x MW series of wind turbines.

Suzlon Energy has reported a strong performance for Q1 FY26, demonstrating significant year-on-year growth. The company saw a 55 per cent increase in revenue, reaching Rs 3,117 crore and a 62 per cent rise in EBITDA to Rs 599 crore. Profit Before Tax also surged by 52 per cent to Rs 459 crores, with Profit After Tax (PAT) standing at Rs 324 crore. This quarter marked Suzlon's highest-ever Q1 deliveries at 444 MW, contributing to a robust order book of 5.7-GW or 5,700-MW, with 75 per cent comprising C&I and PSU orders. The company also received 1 GW of new orders during the period, maintaining consistent order book growth for the past ten quarters, and boasts a net cash position of Rs 1,620 crore as of June 30, 2025.

Several key trends in policy, investment, and demand are shaping the positive outlook for Suzlon. Policy initiatives like the introduction of ALMM (Wind) and ALMM (Wind Turbine Components) are set to bolster domestic manufacturing standards, while India's own carbon market is slated for launch by 2026. Investment and bidding momentum are high, with a central, state, and C&I pipeline exceeding 41 GW, supported by growing PSU and hybrid tenders and SECI's green hydrogen and electrolyser auctions. India aims for 122 GW of wind capacity by FY32, with wind energy playing a dominant role in hybrid, RTC, and FDRE projects. The C&I sector alone is projected to require 78 GW of renewable energy by FY30. Furthermore, India is poised to become a global export hub for wind turbine components, with a significant repowering opportunity of approximately 25.4 GW in existing projects.

Suzlon Energy Ltd is a mid-sized company in the power sector, listed on the Bombay Stock Exchange (BSE) & National Stock Exchange (NSE) with a market capitalisation surpassing Rs 86,000 crore. The company is also included in the BSE's Power Index, reflecting its focus on the power industry. In June 2025, promoters sold 20,00,00,000 shares and decreased their stake to 11.75 per cent compared to 13.25 per cent in March 2025. The stock gave multibagger returns of 815 per cent in 3 years and a whopping 1,600 per cent in 5 years.

Disclaimer: The article is for informational purposes only and not investment advice.