Market Performance
Stock market today saw Suzlon Energy share price continuing its downward slide. On Thursday, August 28, Suzlon slipped another 2%, touching a three-month low of ₹55.89.
This fall marked the third consecutive session of decline, extending its August losses to 8%. The weakness has also placed the stock on course for its third straight monthly loss, something that has happened only once before since August 2023.
Adding to investor concerns, Suzlon Energy’s stock has dropped 34% from its one-year peak of ₹86 in August 2024. Over the past three months alone, the stock has corrected by nearly 20%.
Main News – Why Suzlon Shares Are Falling
The pressure on Suzlon Energy share price is being driven by a mix of financial and operational headwinds.
- Weaker June-quarter numbers impacted investor sentiment.
- Slowdown in execution of projects raised fresh concerns.
- The announced exit of Group CFO Himanshu Mody, a key figure in Suzlon’s turnaround, created uncertainty.
- Lag in installations compared to deliveries highlighted near-term execution risks.
- A subdued FY26 order inflow so far, with just 1 GW booked, added to worries.
Despite these challenges, Suzlon continues to maintain its focus on restructuring execution by prioritising land-ready projects and accelerating advance land acquisition. This strategy is expected to streamline project commissioning timelines from FY27 onwards.
Company Details & Business Outlook
Suzlon’s fundamentals reflect both strengths and challenges.
- Order Book: A robust 5.7 GW order book, showing 10 consecutive quarters of growth.
- Market Drivers: Demand from Commercial & Industrial (C&I) clients and PSU segments remains supportive.
- Growth Strategy: Suzlon has reaffirmed its target of achieving 60% growth in deliveries, revenue, and EBITDA during FY26.
- Industry Outlook: India is projected to add 6 GW of wind capacity in FY26 and 7–8 GW in FY27, offering a supportive backdrop.
While execution delays and challenges around Power Purchase Agreement (PPA) approvals and land acquisition hurdles remain, Suzlon’s order book ensures healthy revenue visibility for the next 2–3 years.
Financial Snapshot
Here’s a breakdown of the key financial and operational data influencing Suzlon Energy share price:
- Revenue – Growth impacted due to slower execution pace.
- EBITDA – Margins under pressure, though management aims for recovery.
- Net Profits – Short-term weakness reflecting operational bottlenecks.
- Order Book – 5.7 GW, ensuring future pipeline.
Summary
- Suzlon Energy shares have dropped 34% from their 1-year peak and are now trading at ₹55.89, a three-month low.
- The stock has slipped 8% in August and may record its third monthly loss in a row.
- Short-term challenges include weaker Q1 numbers, project execution delays, and CFO exit.
- Long-term story remains intact with a 5.7 GW order book and industry tailwinds from India’s renewable energy push.
For now, Suzlon’s near-term journey looks bumpy, but its strong pipeline offers visibility for the next few years. Investors and traders continue to watch how the company navigates execution hurdles while balancing growth.
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