Suzlon Energy Limited has informed the Exchange about Transcript
SUZLON · price
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Suzlon reported a record-breaking Q4 FY25 with consolidated revenue of INR3,774 crores (up 73% YoY), EBITDA of INR693 crores (up 95% YoY), and PAT of INR1,181 crores, the latter boosted by ~INR600 crores in deferred tax asset recognition. For the full year FY25, revenue crossed INR10,851 crores (67% YoY growth), EBITDA rose 80% to INR1,857 crores with margin expanding to 17.1%, and PAT grew 190% to INR2,072 crores. The order book touched an all-time high of over 5.5 GW, with the S144 model alone accounting for 5+ GW, including 1.5 GW as a sole winner of NTPC tenders. Manufacturing capacity stands at 4.5 GW and deliveries doubled to 1,550 MW during the year. The company ended FY25 with a net cash position of INR1,943 crores and net worth of INR6,106 crores. Management guided for 60% YoY growth across key parameters (deliveries, revenue, EBITDA, normalized PAT) in FY26, with WTG contribution margin around 23% and consolidated EBITDA margin around 17%.
Strongly positive for shareholders — record order book, sharp margin expansion, and a clear 60% growth guidance for FY26 reinforce Suzlon's turnaround story and earnings visibility, though consolidated gross margins will see mix-driven pressure as WTG volumes scale faster than the higher-margin O&M business.