India’s renewable energy sector received a strong vote of confidence as top wind energy company Suzlon Energy posted impressive results, causing its shares to surge more than 13%. The way the company recovered gives outsiders important clues about how India’s clean energy business is developing.
The results for Q4 FY25 from Suzlon Energy were truly impressive. The company made a net profit of ₹1,181 crore, up over three times from the ₹254 crore it reported in the same quarter the previous year. Because of this exceptional quarter, many investors began buying the stocks, pushing the price up 13.60% early on May 30, 2025.
Revenue also jumped, with ₹3,774 crore earned in the quarter, an excellent 73% rise compared to the same period last year. Such a rapid increase in solar power reflects the surging desire for clean energy in India as it tries to reach its ambitious goals.
Most important investment details about Suzlon Energy
| Key Metric | Details |
| Q4 FY25 Net Profit | ₹1,181 crore (365% YoY growth) |
| Q4 FY25 Revenue | ₹3,774 crore (73% YoY growth) |
| FY25 Net Profit | ₹2,072 crore (up from ₹660 crore in FY24) |
| FY25 Revenue | ₹10,851 crore (vs ₹6,497 crore in FY24) |
| Order Book | 5.6 GW |
| FY25 Capacity Added | 1.55 GW |
| Stock Performance | +13.6% on May 30, 2025; +44% in past 1 year |
| FY26 Growth Guidance | 60% growth expected in volume, revenue, EBITDA & PAT |
| Analyst Ratings | Morgan Stanley: ₹77 (Overweight), Nuvama: ₹68 (Hold) |
| Investment Outlook | Strong growth potential in India’s renewable energy boom |
Know Full-Year Performance result
With the entire 2025 fiscal year complete, Suzlon Energy’s year of transformation becomes obvious. The company’s net profit skyrocketed from ₹660 crore last year to ₹2,072 crore in the last fiscal year and from a total income of ₹6,497 crore, the company generated ₹10,851 crore for the year.
A deferred tax gain of ₹601 crore in Q4 was important in helping the company’s earnings rise. Whatever this exceptional item was, it did not change how strong the core business was, which suggests the company is making real operational improvements.
The results show that the plant is operating with top efficiency. In Q4, the company sent 573 MW into operation, raising the FY25 total to 1.55 GW. By the FY25 close, the company had an order book of 5.6 GW which will help with revenue visibility going forward.
Brookfield’s S144 platform leads the market in India, with more than 5 GW of orders received. These results prove that Suzlon is innovative and adapts to new customer needs in the wind industry.
This quarter, EBITDA rose to ₹693 crore, leading to a full-year EBITDA total of ₹1,857 crore. Specifically, margins increased by 200 basis points over the quarter and 130 basis points for all of 2022, which reflects better efficiency and strong pricing.
Strategic Investments Position Company for Future Growth
Suzlon Energy has not only emphasized its current standing; it has also spent money on new projects to help it succeed in the future. During the year, it brought on 10 more production lines for its S144–3.X MW series and completed enlarging nacelles at Daman and Pondicherry facilities.
It is clear from these expansions that management trusts demand will remain strong and is dedicated to supporting the development of the surrounding manufacturing industry. This matches well with India’s overall effort to be less dependent on others for key clean energy technology.
Diverse Revenue Streams Provide Stability
Revenues are evenly distributed between the various business segments. FY25 saw 78% of the company’s revenues come from the WTG division, with the rest from OMS. Spreading out the business lowers its risk to the ups and downs of project revenues.
Revenue diversity is further improved by the fact that both commercial and industrial and PSU contracts comprise 55% of the order book. Because of this and Suzlon’s 30% share in the sector, there is significant competition in the Indian wind market.
Bold growth plans show strong market confidence
Moving forward, management at Suzlon expects an aggressive growth of 60% in volume, revenue, EBITDA and PAT this year. The confident approach comes from how management views the growth and their ability to share the market in this sector.
The company anticipates the WTG segment’s contribution to be 23% and they believe the tax rate will be 25%. If the goals are reached, Suzlon would become even more significant in India’s renewable sector.
Analyst Perspectives and Market Outlook
The reactions of financial analysts to Suzlon’s results have been generally positive. Nuvama Institutional Equities explained that the company surpassed their expectation and executed nearly 200 MW more than the estimate. The company kept its hold recommendation but raised its price target for the stock to ₹68.
Morgan Stanley has boosted its view to ‘overweight’ and changed its target price to ₹77 per share. The report pointed out that Suzlon is gaining benefits from an increase in Firm and Dispatchable Renewable Energy and continuous power supply in contracts awarded by the government.
A Look at the Larger Renewable Energy Scene
Suzlon Energy’s achievements resemble trends happening across the renewable energy industry in India. With efforts underway to be net-zero by 2070 and to introduce 500 GW of renewable power by 2030, organizations like Suzlon are in an excellent position to grow from the nation’s renewable energy transition.
The greater attention on hybrid renewables, industry adoption and regulations from authorities supports the current position of experienced and successful energy companies.
Investment Implications and Future Outlook
Such a strong comeback gives investors a chance to participate and supports the national trend toward renewable energy. Investors are feeling more confident about the future of the sector because the company’s stock has gone up 44% in the past year.
Yet, potential investors must take into account that renewable energy is a cyclical industry, that aggressive targets can lead to execution risks and how tough the competition is. The company’s high order book gives them easy projections for upcoming sales, but long-term success is tied to strong performance and preserving their market position.
Suzlon Energy is forecast to take advantage of renewable energy’s momentum and hence it is a good choice for growth and impact investors excited about the clean energy revolution.
