India · Delayed Price · Currency is INR Suzlon Energy Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and deliveries in FY 2026, with EBITDA up 63% YoY and a robust order book of 5.9 GW. Margins remain strong, supported by cost controls and a shift to EPC contracts, while industry growth and new export initiatives drive a positive outlook.
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Record quarterly deliveries and strong financial growth were achieved, with revenue up 48% year-on-year and a robust order book. Execution challenges persist, but management reaffirmed 60% growth guidance and highlighted expanding export and EPC opportunities.
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Record Q2 FY 2026 performance with 121% year-on-year MW delivery growth and robust financials, including a 145% EBITDA increase. Order book exceeded 6 GW, with strong execution pipeline and strategic land development to boost future EPC share and market leadership.
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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, driven by strong order book and operational execution. Guidance for FY 2026 targets 60% growth across key metrics, with robust segment performance and improved financial strength.
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Record quarterly deliveries and a robust 5.5 GW order book have driven strong revenue and profit growth, with improved margins and operational scale. Manufacturing capacity has been expanded, and guidance for contribution margin is raised to 20%. Industry growth is expected to accelerate, with execution risks being actively managed.
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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 persist, but sector growth and manufacturing capacity expansion support a positive outlook.
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Q1 FY 2025 saw record financial performance with revenue up 50% and PAT up 200% year-over-year, supported by a 3.8 GW order book and strong operational execution. 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 an independent director, emphasizing that no financial or legal irregularities were involved. Management committed to implementing procedural and governance improvements, reassured investors about transparency, and discussed ongoing board composition and future governance enhancements.