Suzlon Energy Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Suzlon reported strong Q3 FY26 results with INR4,228 Cr revenue and INR445 Cr PAT. Nine-month revenue reached INR11,211 Cr and PAT INR2,049 Cr, demonstrating significant growth. The company announced a record 6.4 GW order book with a 1.9x book-to-bill ratio, including over 3 GW in new wins this fiscal year. Management firmly reiterated its FY26 guidance of 60% year-on-year growth and 2.5 GW deliveries. Execution remains a sector challenge due to land acquisition and grid connectivity issues, which Suzlon is addressing through an advanced development vertical (DevCo) to boost its EPC share. The company targets a substantial jump in execution for Q4. Focus remains on C&I orders and expanding exports.