Suzlon Energy Ltd
Suzlon Energy Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Suzlon Energy Limited expects approximately 60% growth year-on-year across key parameters for FY '26, including deliveries, revenue, EBITDA, and normalized PAT. Suzlon targets a minimum of 60% growth across key parameters in FY '26 over FY '25, including revenue, deliveries, EBITDA, and normalized PAT.
From Suzlon Energy Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Suzlon Energy Limited expects approximately 60% growth year-on-year across key parameters for FY '26, including deliveries, revenue, EBITDA, and normalized PAT.
- The company projects the capacity addition in India to grow year-on-year through FY '30, with expectations of around 7 GW average additions annually.
- Order inflows are expected to continue with strong momentum, possibly accelerating compared to the previous year, backed by a robust order book and expanding public sector participation.
- The company's WTG (Wind Turbine Generator) division delivery capacity stands at 4.5 GW, potentially increasing to 5.5 GW with productivity improvements without immediate capex increases.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Suzlon Energy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for FY '26 is expected around INR 400-450 crores, including sustenance, R&D, IT, and capacity augmentation.
- FY '25 capex incurred was approximately INR 350 crores.
- The 4.5 GW manufacturing capacity-related IT capex is largely completed.
- Further capex may be fine-tuned but will continue steady to support growth and strategic needs.
- Some capacity expansion especially for blade manufacturing (moulds) is planned to meet growing demand, without major heavy capex.
- Possibility of additional backward integration exists but too early to confirm.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Suzlon Energy Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Suzlon's order book exceeds 5.5 gigawatts as of May 2025, reflecting strong market leadership across PSU, C&I, and Utility segments.
- The order book for the S144 model alone exceeds 5 gigawatts, demonstrating strong customer confidence and technology adoption.
- Suzlon secured 1.5 gigawatts as the sole winner in NTPC's PSU tenders, a significant contribution to the order book.
- Management is confident that order inflows will continue at a good momentum or possibly accelerate compared to the previous year.
- For the next 18 to 24 months, Suzlon does not foresee any issues with order inflow and believes orders will not be a constraint.
2 more points management made on order book & pipeline
Suzlon Energy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹5.5K Cr, net profit ₹1.1K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Suzlon Energy Ltd's management said in earlier quarters
- Q2 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Suzlon Energy Ltd Q4 FY25 results?
Suzlon Energy Limited expects approximately 60% growth year-on-year across key parameters for FY '26, including deliveries, revenue, EBITDA, and normalized PAT. Suzlon targets a minimum of 60% growth across key parameters in FY '26 over FY '25, including revenue, deliveries, EBITDA, and normalized PAT.
What is Suzlon Energy Ltd share price analysis?
Suzlon Energy Ltd currently shows a neutral. The stock trades at a P/E of 20.9 with a market cap of ₹65,646 Cr. Investors should review the full earnings analysis for detailed insights.
Is Suzlon Energy Ltd planning capital expenditure?
Capex for FY '26 is expected around INR 400-450 crores, including sustenance, R&D, IT, and capacity augmentation.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.