Suzlon Energy Share Falls Over 3% Despite Strong Q1 Results {update}

Q1 FY26 Performance

Suzlon reported a 55% year-on-year rise in revenue, which reached ₹3,117 crore. The company’s EBITDA increased by 62% to ₹599 crore. The EBITDA margin improved to around 19%, showing better operational efficiency.

Profit after tax (PAT) came in at ₹324 crore, up 7% from last year. However, analysts noted that profit growth was lower than expected due to a deferred tax charge of around ₹134 crore.

Suzlon delivered its highest-ever Q1 volumes, with 444 MW supplied to clients. The company also secured fresh orders worth 1 GW during the quarter. This pushed its total order book to 5.7 GW. Around 75% of the orders came from commercial, industrial, and PSU customers.

The company maintained a strong balance sheet with a net cash position of ₹1,620 crore as of June 30, 2025.Market Reaction

Despite the strong operational results, investors booked profits, leading to a sharp fall in the share price. Analysts say that the market may have reacted to the lower-than-expected profit growth and the tax impact.

Brokerages had mixed views on the stock. Nuvama lowered its earnings estimates for FY26 and FY27 by 4% and 1%, respectively. It also cut its target price from ₹68 to ₹67.

On the other hand, Motilal Oswal remained positive and kept a target price of ₹80. The brokerage believes that Suzlon’s strong order book, growing renewable energy demand, and improving execution could drive the stock higher in the coming months.Recent Trends

Over the past three months, Suzlon shares had gained nearly 19% on the back of large order wins and improving financial performance. However, the recent decline suggests a consolidation phase. Analysts expect the stock to find strong support around the ₹60 level.

Investors are also watching for any new policy moves from the government in the renewable energy sector, which could impact Suzlon’s business prospects.Company Outlook

Suzlon is one of India’s leading renewable energy companies, with a strong focus on wind power. The management has guided for steady growth in the current financial year. It aims to expand deliveries and maintain a healthy order pipeline.

The company is also working on cost optimization and improving its manufacturing capacity. This is expected to help it meet the growing demand from both domestic and global markets.

While the short-term share price movement may remain volatile, many experts believe that the company’s fundamentals remain strong. If Suzlon continues to execute its orders on time and maintain profitability, it could see an upward trend in the medium to long term.