This wind vitality inventory may slip 24%, brokerage sounds alarm

Suzlon Power Share Value: Shares of Suzlon Power, one in all India’s main wind vitality firms, ended Monday’s session at Rs 58. The inventory has corrected about 22 per cent from its latest excessive, whereas Ventura Securities has assigned a SELL ranking citing restricted upside amid stretched valuations relative to world friends.

For the September quarter, Suzlon reported income of Rs 3,866 crore, up 85 per cent year-on-year. EBITDA surged 145 per cent to Rs 721 crore, and internet revenue jumped 538 per cent to Rs 1,279 crore. EBITDA margins expanded to 18.6 per cent from 14.1 per cent a yr in the past. The corporate recorded 565 MW in deliveries throughout the quarter, its highest ever for a single quarter.

Operational capability and enlargement plans

Suzlon’s home set up capability stands at 15.4 GW, with worldwide capability at 6 GW. The corporate held Rs 1,480 crore in internet money as of 30 September 2025. Suzlon targets 6 GW in installations for FY26 and eight GW for FY27. Moreover, it plans to extend the contribution of EPC income from 20 per cent to 50 per cent by FY28.

The corporate’s order e book has crossed 6 GW. Suzlon continues to deal with EPC contracts, land improvement, high-quality generators, and increasing asset administration companies. GST reductions are anticipated to assist quicker capability addition within the wind turbine section.

Within the first quarter of fiscal yr 2026 (Q1FY26), Suzlon Power reported a complete earnings of Rs 3,165.19 crore, registering a sequential enhance of 43.4 per cent from Rs 2,207.43 crore in Q4FY25. On a year-on-year foundation, the corporate recorded a development of 54.8 per cent in comparison with Rs 2,044.35 crore in Q1FY25

Whereas Ventura Securities recommends SELL, different brokerages have taken totally different stances. Motilal Oswal maintains a BUY ranking on Suzlon, whereas Nuwama Institutional Equities has retained a HOLD ranking.