Narrative Update on Suzlon Energy: Analyst Price Target Revision
Analysts have slightly reduced their fair value estimate for Suzlon Energy from ₹76 to ₹74.8. This change reflects updated assumptions in discount rate, growth, and profitability metrics.
What's in the News
- Suzlon Group secures its fiscal 2026 largest order of 838 MW with Tata Power Renewable Energy Limited as part of a Firm and Dispatchable Renewable Energy (FDRE) project. This marks the company’s second-largest order ever (Client Announcements).
- The project with Tata Power will deploy 266 S144 wind turbines across Karnataka, Maharashtra, and Tamil Nadu, supporting India's push for grid-stable clean power solutions (Client Announcements).
- Chief Financial Officer Himanshu Mody resigns effective August 31, 2025, and will also cease to be a Key Managerial Personnel (Executive Changes - CFO).
- A 381 MW order from Zelestra India and its affiliates signals a first FDRE project for Zelestra, powered by 127 S144 turbines across three states and strengthening Suzlon’s presence in the renewable energy sector (Client Announcements).
- A board meeting on August 12, 2025, will consider unaudited financial results for the quarter ended June 30, 2025, and discuss other business matters (Board Meeting).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from ₹76 to ₹74.8.
- Discount Rate has risen marginally from 15.66% to 16.05%.
- Revenue Growth expectations have increased slightly from 35.21% to 35.54%.
- Net Profit Margin projections have edged up from 12.38% to 12.47%.
- Future P/E ratio has declined from 45.72x to 44.20x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.