Suzlon Energy Underperforms Stock Market In 2025: B&k Securities Shares Company Prospects

Domestic brokerage patient B&K Securities has shared its views connected Suzlon Energy. However, it has not rated nan banal but believes that Suzlon is well-positioned for a turnaround, backed by beardown execution, regulatory support, and upwind energy’s grid reliability amid India’s power demand, which is group to turn 7 per cent CAGR till FY30, reaching 708 GW by 2047.

A important boost is expected to beryllium fixed to nan home proviso concatenation done nan RLMM draught notification mandating section manufacturing of blades, towers, gearboxes and generators for upwind energy, noted B&K Securities. "The RLMM draught notification incorporates mandates astir cyber information and section R&D, enabling turbine designs tailored to Indian climatic conditions," it said.

The OEM manufacturing capacity successful India has been estimated astatine 20 GW, pinch gearbox capacity astatine 29 GW, leaf manufacturing astatine 28 GW and generator manufacturing astatine astir 14.5 GW. India’s power request is projected to turn astatine a CAGR of 7 per cent from FY24 to FY30, surpassing nan humanities mean of 5 per cent. Electricity request is expected to scope 708 GW by 2047.

"Suzlon Energy stands astatine nan cusp of a structural turnaround aft astir a decade of financial distress and manufacture headwinds. The institution is primed for sustainable growth. Continued execution spot successful its halfway WTG segment, on pinch resilient OMS operations and expanding foundry capabilities, positions Suzlon good to execute nan expected 60 per cent YoY maturation successful FY26," said B&K.

"While star tariffs stay competitive, upwind energy’s grid stableness during highest non-solar hours ensures a complementary request landscape. Regulatory tailwinds specified arsenic nan RLMM instruction connected localisation and R&D further bolster Suzlon’s prospects. The banal is trading astatine 43.2x its FY25 earnings. We do not person a standing connected nan stock," it added.

Echoing nan akin view, SBI Securities said that powerfulness capacity is expected to summation by 4 times to 2,100 GW by 2047. The upwind capacity summation is expected to beryllium astatine 400 GW frankincense benefitting Suzlon. "The capacity additions successful powerfulness will boost nan request for instrumentality for illustration Transformers, Turbines, Motors, Generators, switches," it said.

Shares of Suzlon Energy remained range-bound during nan trading convention connected Wednesday arsenic nan banal managed to clasp supra Rs 66 mark. The institution commands a full marketplace capitalization of much than 90,000 crore. The banal is still down 23 per cent from its 52-week precocious astatine Rs 86.04 deed successful September 2024.

Recently, Anand Rathi Shares & Stock Brokers has re-initiated its sum connected Suzlon Energy pinch a bargain rating. Backed by financial restructuring, resulting successful a nett rate position of Rs 830 crore, marketplace leader Suzlon has powerfully turned around. Its record-high 5.6GW bid book—3.6 times FY25 execution— ensures robust assurance, it said.

"With India targeting 10GW yearly upwind additions done 2030 and supportive policies, nan sector’s tailwinds are strong. Suzlon Energy is group to capitalize connected this, pinch expected deliveries of 2.5GW successful FY26 and 3.2GW successful FY27. We re-initiate sum connected nan banal pinch a 'buy' recommendation, valuing it at40 times FY27e PE and a target value of Rs 81," Anand Rathi added.

Among different brokerage firms, Motilal Oswal Financial Services has besides maintained its 'buy' tag connected nan banal pinch a target value of Rs 85. JM Financial besides has a 'buy' standing connected Suzlon pinch a target value of Rs 81, while Geojit BNP Paribas has an 'accumulate' standing connected it pinch a target value of Rs 77.