Snapshot: Suzlon Share Price Today & Recent Movement
- Price action today: Suzlon Energy slipped during the session; media trackers pegged trades around ₹57–60 with ~4–6% intraday decline, extending a 4-day slide of ~11% into today. Weakness followed the Q1 print (deferred tax hit) and CFO exit headlines that soured sentiment despite solid revenue/EBITDA growth.
- Context: Q1 FY26 showed strong operating momentum but PAT optics (deferred tax) disappointed some investors, triggering momentum selling
What Suzlon Does (Business Model in Brief)
Suzlon is a vertically integrated wind turbine OEM and service provider (manufacturing, project execution, O&M). It has >21 GW installed worldwide and runs a high-margin services fleet, with repeat customers a key moat. Product roadmap centers on the 3 MW S144 platform (up to 3.15 MW; hub heights up to 160m—among India’s tallest).
Why this matters for Suzlon share price
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OEM + Services mix supports steadier cash generation and margins.
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3 MW series opens lower-wind sites and repowering opportunities, expanding TAM
Suzlon Energy News & Financial Highlights (Q1 FY26)
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Revenue: ₹3,117 crore (+55% YoY)
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EBITDA: ₹599 crore (+62% YoY); EBITDA margin ~19.2%
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PAT: ₹324 crore (+7% YoY)—tempered by deferred tax charge
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Deliveries: ~444 MW revenue recognition; record first-quarter volumes
These underscore strong demand but also explain why the headline PAT didn’t spike as fast as revenue/EBITDA.
Why the stock dipped post-results: Profit came in below some expectations (deferred tax), plus CFO exit reports weighed on sentiment—hence the multi-session decline.
Competitive Lens: Suzlon vs Other Renewable Energy Stocks in India
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OEM/Services vs IPPs: Suzlon’s earnings hinge on installations + O&M—less tariff exposure than power-generating IPPs.
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Moats: Domestic manufacturing scale, deep O&M fleet, and RLMM-listed S144 tailored for India’s wind regimes.
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What to compare across peers:
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Order intake (MW) & execution pace
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O&M fleet growth/margins (annuity)
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Pricing discipline & input-cost pass-through
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Net debt/working capital cycle vs capex-heavy IPPs
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Suzlon Share Forecast: What Could Move the Stock Next
Bull case (drivers):
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Sustain ~19% EBITDA margins with 3 MW mix scaling
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Faster repowering adoption; healthy SECI/state auction cadence
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Order wins (domestic + export) and service fleet expansion
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Steady deleveraging/free cash flow improvements
Bear case (risks):
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Input-cost spikes or execution delays stretching working capital
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Policy/tender pauses (e.g., offshore cancellations) or grid bottlenecks
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Leadership transition and tax items clouding earnings trajectory near-term
Conclusion:-On Aug 18, 2025, Suzlon share price stayed under pressure, but the core operating story—3 MW platform scaling + sticky services + policy tailwinds—remains in place. The near-term overhang (tax optics, CFO exit) explains the drawdown; the medium-term path to higher levels (e.g., ₹72/₹80) depends on execution, order visibility, and margin discipline through FY26