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INOXWIND: New Project Pipeline Will Drive Stronger Profitability Ahead

Wind And Solar Pressures Will Squeeze Margins But Spark Potential

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INOXWIND
AnalystLowTarget
Not Invested
Published 07 Sep 2025

Update shared on 14 Dec 2025

Fair value Increased 8.86%
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AnalystLowTarget's Fair Value
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1Y
-32.7%
7D
1.8%

Analysts have raised their price target on Inox Wind from ₹158 to ₹172, citing expectations of slightly stronger profitability and improved valuation support despite a modest uptick in the assumed discount rate and a more conservative future earnings multiple.

What's in the News

  • Inox Wind signed an exclusive MoU with KP Energy to jointly develop 2.5 GW of wind and wind solar hybrid projects across multiple Indian states, combining turbine supply, EPC, and O&M capabilities with KP Energy's project development expertise (Key Developments).
  • The company secured a 100 MW order for its 3.3 MW turbines from a leading green energy transition platform for projects in Gujarat, including limited-scope EPC and multi year O&M services (Key Developments).
  • New orders totaling 229 MW were won, including a 160 MW order from a leading Indian IPP and a 69 MW repeat order from a global clean energy group affiliate, further strengthening Inox Wind's project pipeline (Key Developments).
  • A board meeting scheduled for November 14, 2025 will review unaudited Q2 and half year FY26 financials, consider the reappointment of Whole time Director Manoj Dixit, and approve stock option grants under the Inox Wind Employee Stock Option Scheme 2024 (Key Developments).
  • Extraordinary general meetings via postal ballot are set for November 7, 2025 to appoint an independent director, and December 27, 2025 for additional shareholder approvals (Key Developments).

Valuation Changes

  • The consensus analyst price target has risen modestly from ₹158 to ₹172, reflecting a slightly higher assessed fair value for Inox Wind.
  • The discount rate has increased slightly from 15.91 percent to 16.31 percent, implying a marginally higher required return for valuing future cash flows.
  • The revenue growth assumption has edged down slightly from 37.88 percent to 37.64 percent, indicating a marginally more conservative top line outlook.
  • The net profit margin forecast has improved slightly from 13.77 percent to 14.32 percent, pointing to expectations of better profitability.
  • The future P/E multiple has fallen significantly from 38.54x to 22.98x, signaling a more conservative stance on valuation despite the higher fair value estimate.

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