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SUZLON: Upcoming CFO Transition And Major Order Will Drive Future Momentum

Update shared on 10 Nov 2025

Fair value Decreased 1.20%
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1Y
-15.5%
7D
-4.5%

Analysts have slightly lowered their price target for Suzlon Energy from ₹74.8 to ₹73.9, citing a more cautious outlook on revenue growth and profit margins. They also noted an expectation of higher future valuations.

What's in the News

  • Suzlon Energy's board will meet on October 29, 2025, to consider the appointment of Mr. Rahul Jain as Chief Financial Officer (Board Meeting announcement).
  • The board confirmed on October 29, 2025, the appointment of Mr. Rahul Jain as Group CFO, effective December 15, 2025. Mr. Jain brings over two decades of experience in corporate finance, including significant roles at SRF Limited and Jubilant Organosys Limited (Executive Changes: CFO).
  • A board meeting is scheduled for November 4, 2025, to consider and approve unaudited financial results for the quarter and half year ending September 30, 2025 (Board Meeting agenda).
  • Suzlon announced its fiscal 2026 largest order of 838 MW with Tata Power Renewable Energy Limited, its second-largest ever, to support India's clean energy transition. The order includes 266 turbines across Karnataka, Maharashtra, and Tamil Nadu (Client Announcements).
  • Mr. Himanshu Mody, former Group CFO and key managerial personnel, resigned effective August 31, 2025 (Executive Changes: CFO).

Valuation Changes

  • The consensus analyst price target has decreased slightly, from ₹74.8 to ₹73.9.
  • The discount rate has risen marginally, from 16.20% to 16.26%.
  • The revenue growth projection has declined notably, from 35.54% to 30.82%.
  • The net profit margin expectation has dropped, from 12.47% to 10.64%.
  • The future P/E (Price/Earnings) multiple has increased significantly, from 44.37x to 53.50x.

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.