Suzlon Share Price: Q1 Profit Rises, CFO Resigns & Market Sentiment Turns Cautious
Every quarterly results in the stock market bring a new story for investors. This time the spotlight is on Suzlon share price and the company’s Q1 FY26 performance. Along with its results, this giant of the renewable energy sector also announced some corporate changes which are quite significant for the market. In this article, we are going to explain to you in simple and human language the latest financial results of Suzlon, share price movement, order book updates and the reason behind Nuvama’s target price cut.
Suzlon Share Price Q1 Results – Huge Jump in Revenue
Suzlon Energy released its June quarter results and said that its consolidated net profit grew by 7.3% to Rs 324.3 crore from Rs 302.3 crore in the previous year. The biggest thing is that revenue saw a huge jump of 55%, from Rs 2,021 crore to Rs 3,132 crore. Total income also grew from Rs 2,044.35 crore to Rs 3,165.19 crore.
This growth is mainly due to higher revenues and strong order book. The company received orders of 1 GW during the quarter, taking the total order book to 5.7 GW. This is the 10th consecutive quarter when Suzlon has recorded growth in its order book.
Highest-Ever Deliveries & Strong EBITDA Margin
This quarter Suzlon achieved the highest-ever delivery of 444 MW in its history. EBITDA grew by 62.4% to ₹598.2 crore, while margins increased from 18.2% to 19.1%. Benefits of operating leverage and efficient execution boosted margins.
Vice Chairman Girish Tanti said, “The rising demand from C&I and PSU customers and the strong base of repeat orders reflect the trust in Suzlon’s technology leadership and execution capabilities.”
Impact of CFO Resignation on Suzlon Share Price
In an unexpected update, Suzlon announced that Group CFO Himanshu Mody is resigning from his position with effect from 31 August 2025. Mody had played a crucial role in the financial restructuring of the company. The management has said that the appointment of the new CFO is in the final stage.
After this resignation, selling pressure was seen on Suzlon share price in the short-term and the stock closed at ₹ 63.22 per share on NSE, a fall of 0.16%. According to market experts, when a key managerial personnel resigns, investors become short-term cautious.
Nuvama’s Target Price Cut and Reason
Suzlon’s Q1 performance was slightly below Nuvama’s expectations, especially due to low EPC mix, realizations were soft. Nuvama cut its target price from ₹68 to ₹67.
The company’s revenue was 6% lower than estimate despite 55% YoY growth, but EBITDA margin was 19.1% which was much better than estimate of 17.4%. Nuvama has cut its FY26/FY27 EPS estimates by 4% and 1% to factor in ongoing challenges of EPC mix.
Strategic Positioning & Long-Term Prospects
Despite short-term challenges, Suzlon’s long-term outlook is positive. The company’s 30% market share reflects its strong positioning in EPC+WTG capabilities. The rising mix of FDRE/RTC/Hybrid in Government tenders is a big opportunity for Suzlon. Its dual approach in C&I and PSU markets also supports its growth.
Management has a bullish outlook that 60% YoY growth can be achieved in FY26. But installation challenges such as transmission and land issues need to be overcome.
Suzlon Share Price – Market Sentiment And Future Outlook
For now, the upside in Suzlon share price appears limited, but if the company improves its execution speed and realisations, strong returns are possible in the long-term. Order book size, margin expansion and overall growth story of renewable energy sector give the company a stable footing.
Key watch points for investors will be – appointment of new CFO, resolution of installation issues, and aggressive participation in government tenders. If these factors move in a positive direction, Suzlon can easily achieve its long-term growth plans.
With the global demand boom in renewable energy, Suzlon has a golden opportunity to take its leadership to the next level. Bas execution discipline and market confidence have to be maintained, so that Suzlon share price can again see a strong bullish rally.
Disclaimer:
This article is for informational purpose only. The financial data and market views given in it are based on publicly available sources. This is not an investment advice of any kind. Consult your financial advisor before investing in the stock market.
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