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Suzlon Q1 Results Preview: Stock Share Price Gains 20% in 3 Months, Brokerages See Upside
Suzlon Energy is set to announce its quarterly report for the April-June 2025 quarter today, with an earnings conference call scheduled for 5:00 PM IST. Investor interest is high, as the renewable energy company has risen about 20% over the last three months, driven by positive broker views and improved overall performance.
Suzlon Share Price has shown significant volatility in recent months due to changing market conditions. Along with the increase, the stock's year-to-date decline has dropped to about 3%. Currently, it's trading at Rs. 63.58 with a rise of 0.33%.
Brokerage Projections for Q1 FY26
According to analysts, Suzlon will report strong year-on-year growth, despite a sequential slowdown. JM Financial predicts revenue of Rs. 3,244.4 crore, an increase of 60% from the same quarter a year ago but 14% lower than the previous quarter.
EBITDA is estimated at Rs. 593.2 crore, also showing a 60% annual rise, with margins steady at 18.3%. Net profit could come in at Rs. 469.5 crore, reflecting a 55% YoY jump but a 19% QoQ decline. The Suzlon Share continues to gain attention from renewable energy investors seeking long-term growth.
Motilal Oswal Financial Services (MOFSL) has issued similar expectations, pegging revenue at Rs. 3,238 crore, EBITDA at Rs. 606.8 crore with a 19% margin, and adjusted PAT at Rs. 479.1 crore, up 58% year-on-year.
Strong Suzlon Earnings this quarter have boosted investor confidence and driven higher trading volumes. MOFSL attributes the results to the execution of 450 MW worth of wind turbine orders during the quarter.
Also Read: Suzlon Share Price Dips 2.21% to Rs. 63.82 Amid Volatile Trading
Growing Optimism from Brokerages
Several brokerages, including UBS, Axis Securities, JM Financial, and MOFSL, recently presented Buy recommendations on Suzlon.
UBS has set a target price of Rs. 78, Axis expects the stock to be trading at Rs. 72 in the next 3-6 months, JM Financial sets at Rs. 81, and MOFSL gives a target price of Rs. 82. On Monday, Suzlon’s shares closed at Rs. 64.68 on the BSE, up 2.11%.
UBS, which initiated coverage on August 4, believes India’s power sector is entering an upcycle. Wind power will play a vital role alongside solar and battery storage for a continuous energy supply.
Suzlon Energy Share reflects the company’s position as a key player in India’s wind energy sector. The brokerage sees Suzlon’s annual deliveries growing from 1.5 GW in FY25 to 4.2 GW in FY28, translating into a revenue CAGR of 41% and an EBITDA CAGR of 46% over FY25-28.
Competitive Positioning and Sector Tailwinds
With a market-leading share of 35%, the most extensive installed base, and the most backward-integrated supply chain in the industry, Suzlon is in a prime position to benefit from growing policy support for domestic renewable energy manufacturers.
UBS also refers to Suzlon’s improved operating leverage and expects its FY26/FY27 EBITDA projections to be 6-7% ahead of consensus estimates.
The company's wind energy pipeline is around 40 GW, and it has booked 3.6 GW in orders during the past year. Analysts expect that the ongoing strong inflow of orders and sectoral demand should support solid execution over the next several quarters.
Outlook
Positive Suzlon Q1 Results indicate improved operational efficiency and a stronger financial outlook. Although valuations are seen as elevated in the short term, leading brokerages unanimously believe that Suzlon is a strong long-term play in India's emerging renewable energy landscape because of its turnaround story, along with margin expansion and strong competitive advantages.
