Suzlon Energy Shares Can Gain Nearly 50%, Says Systematix; 4 Reasons Why

We’ve seen huge interest in Suzlon Energy shares over the past few months. In fact, Systematix Institutional Equities has just initiated coverage with a Buy rating. The broker set a target price of ₹67 per share, implying nearly 50% upside from current levels, a bold projection in the renewable energy space.

Suzlon Energy Share Price Performance: Quick Overview

• Recent Price Trend: Suzlon Energy Share has traded mostly in the ₹55–₹60 range in recent sessions after a strong rally over the past year.
• 52-Week Context: The stock is still below its 52-week high of ~₹86, leaving room for upside if fundamentals stay strong.
• Institutional Interest: FIIs raised their stake to 23.73% in the December 2025 quarter, the highest level in one year.
• Volatility Factor: Suzlon Energy Share remains volatile, with phases of consolidation expected even within a broader uptrend.

Systematix on Suzlon Energy: What the Brokerage Says

• Broker Rating: Systematix initiated coverage on Suzlon Energy Share with a Buy rating.
• Target Price: The brokerage set a ₹67 target, implying ~46–47% upside from current levels.
• Market Leadership: Suzlon holds around 35% share of India’s wind turbine installation market, a key competitive edge.
• Scale Advantage: A pan-India footprint and nearly 17 GW domestic installed base support execution strength.
• Technology Edge: Leadership in hybrid and dispatchable wind tenders improves relevance in new projects.
• Growth Outlook: Systematix expects revenue and earnings growth through FY28, driven by execution and margin gains.

Reason 1: Strong Order Book Visibility

• Order Book Strength: Suzlon Energy Share is supported by a record-high order pipeline, improving revenue visibility.
• Repeat Orders: Oyster Renewable repeat orders lifted Suzlon’s pipeline to 5.7 GW, the highest ever.
• New Business: Suzlon secured a 100.8 MW wind order from Sunsure Energy in Maharashtra.
• Customer Mix: Orders include utilities as well as Commercial & Industrial (C&I) clients, which is a fast-expanding segment.
• Revenue Visibility: The order book offers 2–3 years of earnings visibility, reducing short-term demand risk.

Reason 2: Balance Sheet Strength and Debt Reduction

• Debt Improvement: Suzlon has moved close to a net-cash position after years of heavy leverage.
• Interest Savings: Lower debt means reduced interest costs and stronger cash flows.
• Financial Stability: A cleaner balance sheet improves business resilience during market cycles.
• Broker Confidence: Axis Securities and Motilal Oswal highlight balance sheet strength as a key positive.

Reason 3: Tailwinds from India’s Renewable Energy Push

• National Target: India aims for 500 GW of non-fossil fuel capacity by 2030, boosting wind demand.
• Policy Support: Government backing continues to support new wind and hybrid projects.
• Local Advantage: High local content in Suzlon’s S144 turbines benefits from domestic sourcing norms.
• Client Diversity: Exposure to utilities, IPPs, and C&I buyers spreads demand risk across segments.
• Sector Growth: Renewable expansion remains a core reason analysts stay positive on Suzlon Energy Share.

Reason 4: Operating Leverage and Margin Expansion Potential

• Margin Trend: Suzlon’s EBITDA margins have improved and are expected to rise further with scale.
• Execution Gains: Faster delivery timelines support better project profitability.
•  Service Revenue: A larger portion of revenue from O&M services boosts margin stability.

• Cost Efficiency: Local manufacturing helps control input and logistics costs.
• Earnings Impact: Better margins directly support medium-term stock price growth.

Valuation and Technical Setup: What the Charts Indicate

• Broker Targets: Some estimates suggest ₹72 in the near term based on order momentum.
• Bullish Scenarios: Longer-term projections go up to ₹83 if execution remains strong.
• Technical Position: Suzlon Energy Share trades below past peaks, allowing room for upside.
• Price Behavior: Short-term swings are common, even within a positive long-term trend.

Conclusion

 Systematix sees nearly 50% upside in Suzlon Energy Share, supported by improving fundamentals and multiple growth drivers, as reported by The Economic Times. A record order book, a much cleaner balance sheet, supportive renewable energy policies, and rising operating leverage together strengthen the bullish case. At the same time, increasing institutional participation adds another layer of confidence to the stock’s long-term outlook. We from the market view believe Suzlon Energy Share has clear potential, but investors should remember that stock prices can move up and down. This makes the stock more suitable for those who understand the renewable energy space and are comfortable with some volatility in exchange for long-term growth opportunities.

FAQS

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.