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Suzlon Energy Latest News 2025: Record Q2 Profits, Mutual Fund Inflows

Suzlon Energy Latest News 2025: Record Q2 Profits, Mutual Fund Inflows

Suzlon Energy stands out as a powerhouse driving India’s green revolution. As of November 15, 2025, investors buzz with excitement over the company’s blockbuster Q2 FY26 results, surging mutual fund investments, and optimistic brokerage forecasts. Suzlon Energy shares, trading around ₹57.68 on the NSE, have shown resilience amid market volatility, climbing from lows near ₹12 just a few years ago to current levels that signal strong recovery.

Suzlon Energy news, exploring share price trends, financial performance, institutional interest, expert opinions, and future prospects. Whether you’re a seasoned trader or a long-term investor eyeing sustainable energy plays, discover why Suzlon could deliver up to 45% upside in the coming months.

Suzlon Energy Share Price Analysis: Navigating Recent Surges and Profit Booking

Suzlon Energy’s stock has captivated the Indian stock market with its rollercoaster journey. On November 14, 2025, shares closed at ₹57.68, marking a modest 0.03% gain from the previous session. This follows a brief rally post-Q2 results announcement on November 4, where the stock surged 2.51% to an intraday high of ₹61.50 before profit booking pulled it back. Analysts attribute this pattern to retail investors cashing in on gains, while institutional heavyweights continue to accumulate.

Looking back, Suzlon Energy share price has multiplied over sevenfold since hitting rock bottom at ₹12 in 2022. The ascent accelerated in FY25, fueled by India’s aggressive push toward 500 GW of non-fossil fuel capacity by 2030. By mid-2025, the stock touched a 52-week high of ₹74.3, reflecting robust order inflows and policy tailwinds. However, recent sessions show consolidation around ₹57-₹58, influenced by broader market corrections and sector-specific headwinds like rising competition from solar and battery storage.

What drives this volatility? Suzlon’s debt-free status and execution prowess play key roles. The company delivered a record 565 MW of wind turbines in Q2 FY26, up 121% year-on-year, bolstering investor confidence. Yet, retail selling—evident in October’s trading volumes—counters big fund buying, creating short-term dips. Technical indicators suggest support at ₹55 and resistance at ₹60; a breakout above ₹62 could target ₹70 soon.

For day traders, Suzlon Energy latest share price movements offer opportunities in options, with high open interest in the ₹59 call for October 2025 expiry. Long-term holders, however, focus on fundamentals: a P/E ratio of 38.3 and P/B of 10.1 indicate premium valuation, but justified by 60% YoY growth guidance for FY26. As India adds 40 GW of renewables this year, Suzlon’s 30-35% domestic market share positions it for sustained gains.

Mutual Fund Holdings in Suzlon Energy: October 2025 Surge Signals Institutional Confidence

Institutional investors signal strong faith in Suzlon Energy’s trajectory, with mutual fund holdings painting a bullish picture for October 2025. Data reveals 71 mutual funds added positions, outpacing 49 that trimmed stakes—a net reduction of 68.2 million shares but overall value accretion due to price appreciation. This activity underscores a shift: while some funds booked profits, fresh inflows dominated, pushing total MF ownership to 4.91% from 5.24% in September.

Top performers include Kotak Arbitrage Fund, which holds 128.61 crore worth at 0.18% stake, and Sundaram Mid Cap Fund with 127.94 crore (1.02%). Invesco India Arbitrage Fund added 121.92 crore, while HSBC Small Cap Fund maintained steady exposure. Notably, no major fund slashed holdings drastically; instead, entities like Motilal Oswal trimmed marginally by 4.40% month-on-month, balancing portfolios amid the rally.

This mutual fund surge in Suzlon Energy aligns with broader DII trends. Domestic institutions increased stakes to 10.1% in Q2 FY26, up from 10.2% prior, as FIIs held steady at 22.7%. Why the enthusiasm? Suzlon’s Q2 results—featuring 85% revenue jump and debt-free operations—make it a defensive play in renewables. Funds like Aditya Birla Sun Life Large & Mid Cap (119.60 crore) and UTI Mid Cap (1179.90 crore) exemplify this, with unchanged or increased allocations signaling long-term bets.

From an investor lens, this data hints at accumulation phases. When 73 funds enter versus 49 exit, it creates upward pressure. Historical parallels show similar MF inflows preceded Suzlon’s 2023-2024 bull run. As of November 2025, 503 schemes hold the stock, up from 489 in September, with market value swelling despite net share sales. For retail investors, this validates Suzlon as a portfolio staple, especially with low promoter holding at 11.7% leaving room for institutional dominance.

Suzlon Energy Q2 FY26 Results: Breaking Records with Profit Explosion and Revenue Leap

Suzlon Energy shattered expectations in Q2 FY26, posting its highest-ever quarterly profit after tax (PAT) of ₹1,279 crore—a staggering 538% year-on-year surge. This milestone, the best in 30 years, stems from deferred tax gains and exceptional execution, as the company commissioned 565 MW of wind capacity, its highest Q2 delivery ever.

Revenue from operations rocketed 84.69% to ₹3,865.54 crore from ₹2,092.99 crore last year, driven by robust domestic demand. EBITDA leaped 145% to ₹721 crore, with margins expanding to 19% from 14% a year ago, thanks to operational efficiencies and policy support. Even excluding deferred tax, adjusted PAT exceeds ₹550 crore, dwarfing prior ₹200 crore figures.

Key drivers? Suzlon’s order book swelled to 6.2 GW, bolstered by government schemes like PM-KUSUM and hybrid renewable mandates. The company completed 565 MW deliveries mid-quarter, with a 1,865 MW pipeline ensuring visibility. Management reaffirmed 60% YoY growth guidance across turbines, EPC, and operations & maintenance (O&M), projecting 1.5 GW commissioning in FY26.

Financial health shines brighter: zero debt, low tax liabilities, and ₹1445 crore EBITDA jump highlight turnaround mastery. Compared to peers, Suzlon outperforms Inox Wind’s modest gains, leveraging its 21.2 GW installed base across 17 countries. Investors celebrate this as validation of Suzlon’s pivot from distress to dominance, with shares reclaiming ₹60 post-results.

Brokerage Views on Suzlon Energy: Bullish Calls with Targets Up to ₹82

Wall Street’s Indian arm echoes optimism on Suzlon Energy, with five major brokerages forecasting 28-45% upside. ICICI Securities leads with a “Buy” at ₹76 target, citing Q2’s superior execution and 60% growth reaffirmation. They highlight Suzlon’s wind delivery edge and policy benefits, projecting stable 3-3.5 GW annual additions through FY28.

Anand Rathi remains “very bullish,” emphasizing the 6.2 GW order book and Q2’s 565 MW completions. JM Financial praises revenue’s 84% beat on estimates, with margins at 19% signaling sustainability. Motilal Oswal focuses on robust delivery and 1.8 GW project pipeline, expecting goal fulfillment amid government aid.

Nuvama Institutional Equities rates “Hold” but sees value in 18.6% operating margins and 539% PAT jump. Morgan Stanley maintains “Overweight” at ₹77, lifting forecasts on momentum. Consensus target: ₹74.25, implying 28.73% from current levels. Risks noted include solar competition, but brokerages agree: Suzlon’s EPC ramp-up to 50% share enhances margins.

On X, sentiment mirrors this: Users like @greenenergyshar tout ₹82 targets from brokerages, while @rdubey26 flags balance sheet cleanup for trust boost. Overall, these views position Suzlon as a top renewable pick for 2025.

Upcoming Projects and Order Book: Suzlon’s Roadmap to 122 GW Ambition

Suzlon Energy gears up for explosive growth, targeting 122 GW wind capacity by FY32 through hybrid and firm dispatchable renewable energy (FDRE) focus. The 6.2 GW order book, spanning irrigation and policy-backed initiatives, promises steady revenue.

Key wins include an 838 MW order from Tata Power Renewable Energy, deploying 266 S144-3.15 MW turbines across Gujarat, Rajasthan, and others—valued at ₹6,000 crore and set for 2026 commissioning. Another 381 MW pact with Zelestra spans Maharashtra, Madhya Pradesh, and Tamil Nadu, using 127 S144 units for FDRE. In Andhra Pradesh, a 170 MW Ampin Energy project adds to the tally, with 54 S144 turbines on hybrid towers.

A 700 MW Tata Power collaboration in Anantapur marks Andhra’s wind revival post-2019 halt. Suzlon’s Karnataka 2000 MW pipeline eyes 2025 rollout, while global footprints in 17 countries ensure diversification. Internally, 100% renewable-powered manufacturing by 2030 underscores sustainability.

This pipeline, with 1,865 MW in execution, supports FY26’s 1.5 GW goal. As tenders slow for vanilla projects but accelerate for hybrids, Suzlon’s end-to-end EPC and BESS capabilities shine. Investors eye these as catalysts for share price re-rating.

The Renewable Energy Landscape in India: Tailwinds Propelling Suzlon Forward

India’s renewable sector surges toward 500 GW non-fossil targets, with 256 GW installed and 51% capacity from greens. Wind lags solar but holds promise: 8-10 GW annual additions through FY28, where Suzlon claims 30-35% share.

Government policies like FDRE and round-the-clock power schemes favor hybrids, aligning with Suzlon’s strengths. MNRE’s tender pause for non-hybrids clears stranded assets, boosting quality projects. Suzlon benefits from PM Surya Ghar and offshore wind pilots in Tamil Nadu and Gujarat.

Globally, Suzlon’s 21.2 GW portfolio positions it against competitors like Vestas. Domestically, EPC expansion to 50% lifts margins from 20% currently. With IREDA funding greens and NTPC Green raising ₹1,500 crore via NCDs at 7.01%, sector liquidity flows. Suzlon rides this wave, targeting 122 GW by FY32.

Challenges persist: Solar-BESS competition caps wind at 3-3.5 GW for Suzlon annually. Yet, hybrid focus mitigates risks, ensuring 60% growth.

Risks and Challenges for Suzlon Energy Investors in 2025

No stock rises unchecked. Suzlon faces solar dominance and BESS cost drops, potentially eroding wind’s edge. Tender slowdowns through FY27 could delay orders, per MNRE. Low promoter stake (11.7%) raises governance flags, and volatility—seen in X complaints of scams—demands caution.

Balance sheet cleanup via NCLT scheme seeks reserve utilization, but dilution risks loom. Grid integration delays and PPA hurdles persist. Mitigants? Debt-free ops and 1.8 GW pipeline provide buffers.

Conclusion: Why Suzlon Energy Remains a Compelling Buy in Late 2025

Suzlon Energy’s latest news paints a vibrant future: record profits, MF inflows, ₹82 targets, and mega projects amid India’s green boom. Shares at ₹57.68 offer entry for 30%+ upside, per consensus. While risks like competition linger, execution and policies tilt odds favorably

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