Suzlon Energy’s share price hovered around ₹64.80‑₹64.90 on 6 August 2025, showing a slight decline of roughly 0.1% compared to prior levels. This came after a surge to an intraday peak of ₹64.63 on 1 August, following a significant 381 MW order win from global renewable firm Zelestra.
Over the past month, the stock has responded positively to fresh order flow and policy tailwinds. UBS has recently begun coverage on Suzlon Energy with a ‘Buy’ recommendation, projecting a 12-month price target of ₹78, suggesting an approximate 20% potential upside from its current trading range. Motilal Oswal similarly projects a ₹82 target, citing strong orderbook growth, local policy shifts, and execution visibility.
Key fundamentals are supportive: recent quarterly results delivered strong earnings growth, with analysts projecting revenue CAGR of ~41% and EBITDA CAGR of ~46% through FY 2025–28, as annual deliveries rise from 1.5 GW to 4.2 GW. The company’s debt‑to‑equity ratio stands very low (≈0.05), ROE is about 34%, and P/E ratio around 43×, reflecting consolidating profitability and a lean balance sheet.
Recent policy developments are likely to benefit Suzlon Energy. The Ministry of New and Renewable Energy in India has announced new regulations for wind turbines, requiring local sourcing of key components and mandatory data localization policies that are likely to benefit domestic manufacturers such as Suzlon.
Its orderbook continues to expand. With the addition of the 381 MW Zelestra contract, Suzlon has further strengthened its presence in the rapidly growing segment of firm and dispatchable renewable energy.
Investor sentiment appears bullish: Moneycontrol reports that ~67% of users rate it a “BUY” and it recently ranked among the top gainers on the Nifty Midcap 150 index with robust volume activity. Seasonality analysis highlights that August can be volatile (historically, 12 out of 17 years negative), suggesting cautious optimism for near‑term share action.
| Item | Detail |
| Current price | ₹64.80–64.90 |
| Broker targets | ₹78 (UBS), ₹82 (Motilal Oswal) |
| Debt to equity | ~0.05 |
| ROE | ~34% |
| P/E ratio | ~43× |
| Analyst consensus | Mostly Buy/Positive |
In summary, Suzlon Energy is enjoying renewed investor interest fueled by a large order win, favorable policy support, and strong analyst confidence. With a lean energy‑sector balance sheet and expanding wind capacity, it may be poised for further upside. However, seasonal volatility and execution risks always warrant attention.
