Suzlon Energy Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Suzlon Energy delivered a strong Q1 FY26, with revenue at ₹3,117 Cr and EBITDA at ₹599 Cr, both up 62% YoY. EBITDA margin expanded to 19.2%. The company reported a net cash position of ₹1,620 Cr. Suzlon achieved record Q1 deliveries of 444 MW, and its order book surpassed 5.7 GW, marking 10 consecutive quarters of growth. Management reaffirms its 60% YoY growth guidance for FY26. While some commissioning delays persist due to land and evacuation, the company is prioritizing projects with land readiness. The new ALMM regulations are seen as beneficial, creating a level playing field.