Posted on May 30, 2025, by Niftynews
Suzlon Energy Share Price skyrocketed by over 13% on May 30, 2025, after the wind energy company reported a massive 365% year-on-year (YoY) surge in Q4 net profit. With strong earnings and bullish guidance for FY26, investors are now asking: is it time to buy, sell, or hold Suzlon shares?
In this comprehensive update, we break down the company’s Q4 performance, analyst ratings, and future growth potential.
📈 Suzlon Energy Share Price Soars on Strong Q4 Earnings
The latest quarterly results from Suzlon Energy Ltd took the markets by storm. The company posted a net profit of ₹1,181 crore in the March quarter of FY25, compared to just ₹254 crore during the same period last year. This explosive growth was largely driven by an exceptional deferred tax gain of ₹600 crore.
Key Financial Highlights for Q4 FY25:
- Net Profit: ₹1,181 crore (up 365% YoY)
- Revenue: ₹3,773.5 crore (up 73.2% YoY)
- EBITDA: ₹677 crore (up 99% YoY)
- EBITDA Margin: 17.94% vs 15.62% YoY
- FY25 Net Profit: ₹2,072 crore vs ₹660 crore in FY24
These robust numbers fueled a 13% rally in the Suzlon Energy Share Price, taking it to a high of ₹73.61 intraday on the NSE.
🔍 Suzlon Energy Share Price Outlook: Analyst Reactions & Forecasts
Nuvama Institutional Equities:
According to Nuvama, Suzlon exceeded expectations by executing 573MW of wind turbine projects, higher than their estimate of 475MW. Despite this beat, revenue was only 2% above expectations due to a lower Engineering, Procurement and Construction (EPC) mix.
“Suzlon Energy is well-positioned to benefit from India’s shift to Firm and Dispatchable Renewable Energy (FDRE) and round-the-clock hybrid power tenders,” noted the brokerage.
Morgan Stanley:
- Rating: Overweight
- Target Price: ₹77 per share
- FY26 Guidance: 60% YoY growth in WTG volume, revenue, EBITDA, and PAT
- WTG Contribution Margin: Estimated at 23%
- Tax Rate: Projected at 25% (non-cash)
Motilal Oswal:
- Rating: Buy
- Revised Target Price: ₹83 per share
- “Suzlon’s EBITDA and deliveries exceeded our estimates by 38% and 15%, respectively,” Motilal Oswal stated. They reaffirmed confidence in Suzlon’s long-term growth trajectory.
📊 What’s Driving the Surge in Suzlon Energy Share Price?
The rally in Suzlon Energy Share Price is backed by both strong earnings performance and a positive outlook for India’s renewable energy sector. Here are the key drivers:
- Exceptional Q4 Earnings
Suzlon’s 365% jump in net profit reflects solid operational efficiency and smart tax management. - Growing Order Book
A large chunk (55%) of Suzlon’s orders come from the Commercial & Industrial (C&I) segment, while Public Sector Units (PSUs) account for the rest—offering a diversified revenue base. - Favorable Industry Dynamics
With India pushing toward 500 GW of renewable capacity by 2030, companies like Suzlon stand to benefit immensely. - Improved Margins
EBITDA margin improved to 17.94%, showing cost optimization and better execution.
🔮 Suzlon Energy FY26 Guidance: What Lies Ahead?
Management has provided bullish guidance for FY26, projecting:
- 60% Year-on-Year growth across WTG volume, revenue, EBITDA, and PAT
- WTG segment contribution margin at 23%
- Effective tax rate at ~25% (non-cash expense)
This forward-looking outlook has significantly boosted investor confidence and added momentum to Suzlon Energy Share Price.
💼 Suzlon Energy Share Price: Buy, Sell, or Hold?
With a 44% rally over the past 12 months and a recent 13% single-day jump, is there more room to grow for Suzlon stock?
✅ Buy If:
- You’re a long-term investor bullish on renewable energy.
- You trust the company’s execution and growth guidance.
- You’re willing to ride short-term volatility for long-term gains.
⚖️ Hold If:
- You already own the stock and want to monitor Q1 FY26 performance.
- You’re waiting for a potential pullback before adding more exposure.
❌ Sell If:
- You’re a short-term trader looking to book profits after a quick rally.
- You believe the stock has run too far, too fast.
🧠 Expert Tip: Track Suzlon Energy Share Price with These Indicators
- Order Book Growth – A rising order book is a good signal of future revenue.
- Execution Metrics (MW Delivered) – Consistent execution beats projections.
- EBITDA Margins – Higher margins mean better profitability.
- Debt Levels – Suzlon has made strong efforts to deleverage; continue to watch this.
- Policy Announcements – Keep an eye on government renewable energy tenders.
🌱 Final Thoughts: Is Suzlon a Green Giant in the Making?
Suzlon Energy has not only delivered a stellar Q4 but has also laid out a confident roadmap for FY26, with expectations of double-digit growth across key metrics. The surge in Suzlon Energy Share Price is backed by fundamentals, not just sentiment.
While the stock has had a strong run, the renewable energy theme remains a long-term structural opportunity, and Suzlon is well-positioned to be a major player in that transition.
