Suzlon Energy Earnings Call Transcripts
Fiscal Year 2026
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Record quarterly deliveries and robust financial growth were achieved, with revenue up 48% YoY and EBITDA up 77% for the nine months. Execution challenges persist, but guidance for 60% annual growth is reaffirmed, supported by a strong order book and expanding export focus.
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Record Q2 execution and robust financials, with 565 MW delivered and 84% revenue growth year-over-year. Order book exceeds 6 GW, margins improved, and guidance for 60% annual growth reaffirmed. Strong industry tailwinds and regulatory support drive outlook.
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Record Q1 performance with 62% revenue and EBITDA growth, a robust 5.7 GW order book, and strong guidance for 60% year-on-year growth. CFO transition underway, and industry policy changes are expected to support continued momentum.
Fiscal Year 2025
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Achieved record revenue, EBITDA, and PAT in FY 2025, with a robust order book and strong cash position. Guidance for FY 2026 targets 60% growth across key metrics, supported by manufacturing expansion and sector tailwinds.
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Record Q3 FY25 results with 91% revenue growth and a 5.5 GW order book provide strong revenue visibility for the next two years. Margins improved, capacity expanded, and industry headwinds are being addressed, positioning the business for sustained growth.
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Q1 FY25 saw record financial performance with revenue up 50% and PAT up 200% year-over-year, supported by a robust 3.8 GW order book and strong sector outlook. Execution challenges remain, but manufacturing capacity is set to expand, and the company maintains a strong balance sheet.
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Q1 FY25 saw record financial performance with revenue up 50% and PAT up 200% year-over-year, driven by strong deliveries and a robust 3.8 GW order book. Execution challenges remain, but sector growth and manufacturing capacity expansion are on track.
Fiscal Year 2024
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The meeting addressed the resignation of a long-serving independent director, focusing on his call for enhanced governance and transparency. Management confirmed no financial or legal irregularities, outlined ongoing improvements, and reassured investors about board stability and future plans.