Suzlon Energy Ltd · NSE:SUZLON
Suzlon Energy — Q4 FY25 Earnings Presentation
29 slides from Suzlon Energy's earnings presentation, May 29, 2025
Slide 1: Investor Presentation Q4 FY25
Investor Presentation Q4, FY25 29th May 2025 Suzlon Wind Farm, Gondal, Gujarat, India
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), has been prepared by Suzlon Energy Limited (the “Company”), solely for information purposes and DOES not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form t
Slide 3: Industry Outlook
Industry Outlook Suzlon Strengths Financial Performance 3
Slide 4: India energy transition to boost wind & solar installations
India energy transition to boost wind & solar installations Others Fossil, Hydro and 30 (4%) Wind Others Wind 100 (13%) 500 (24%) 400 (19%) Others Wind 50 (11%) Fossil Fuel 20(4%) 277 (35%) Solar 108 (22%) Mar’25 By 2030 By 2047 475 GW Wind run-rate: 5- 777 GW Wind run-rate: 2,100 GW 10 GWPA 20-50 G
Slide 5: Accelerating indigenization in Wind: MNRE policy push
Accelerating indigenization in Wind: MNRE policy push Domestic sourcing of Mandatorily locating Prohibit transferring real- Mandatorily locating R&D Blade, Tower, Gearbox data centers and/or time operational data centers in India within six and Generator which servers in India ensures outside India;
Slide 6: Industry in an upcycle with long term structural tailwinds
Industry in an upcycle with long term structural tailwinds Strong domestic demand outlook Key demand drivers for wind India’s $10 trillion vision by 2032 01 India to scale its power capacity to 2,100 GW by 2047, including 400 GW from wind Urbanization, data centers, and electric vehicle adoption are
Slide 7: Suzlon Strengths
Industry Outlook Suzlon Strengths Financial Performance 7
Slide 8: Suzlon strengths
Suzlon strengths Competitive edge No. 1 OEM in Indian wind sector End-to-end service 21 GW Global installed Strong customer Pan India presence with 30%+ Cumulative provider Wind energy capacity relationship 15+ GW of installations market share in India Technology Leadership Best-in-class service 30
Slide 9: Key clientele among marquee customers globally
Key clientele among marquee customers globally And many more customers….. 9
Slide 10: Footprint across India: Augmented manufacturing capabilities
Footprint across India: Augmented manufacturing capabilities Manufacturing locations Map not to scale Domestic manufacturing capacity 4,500 MW India’s windy states Other Indian states Rajasthan Gujarat Madhya Pradesh Nacelle and Hub Blade Tubular Tower Control Panel Maharashtra Andhra Pradesh Tamil
Slide 11: S144: Made in India, made for India
S144: Made in India, made for India Key Update Technological Edge Compatibility with Tailored to Indian High performance and Economical supply Effective operations hybrid/FDRE projects meteorological site light weight design chain environment and maintenance and grid requirements conditions service
Slide 12: Overview of India OMS Capabilities
Overview of India OMS Capabilities Key Metrics Presence in all windy states in India Installed base as on 31st Mar 2025 of 15+ GW 15+ GW 9,950+ USD 10 Bn Map not to scale Installed Turbines Assets under India’s windy states base management Other Indian states Rajasthan 1,900+ 94 4,000+ 2.3 GW Custom
Slide 13: Renom: The ultimate multi-brand O&M solution
Renom: The ultimate multi-brand O&M solution Assets spread across states Competence of handling multi-technology under one roof Map not to scale 3,048 MW 1,937 MW 148 MW 963 MW Asset Under Wind Solar BOP Management India’s windy states Other Indian states 15 37 865+ 200+ Different OEM Models being M
Slide 14: Wind order book
Wind order book Wind order book (in MW) WTG model mix Project segment mix 7x S144 91% Auctions 19% C&I/Captive 55% PSU S120 26% 9% 5,555 5,025 Scope mix State mix 2,929 KA 29% AP 788 652 Non-EPC 12% 76% Mar'22 Mar'23 Mar'24 Mar'25 May'25^ Orders received in Apr’25 & May’25 RJ 10% GJ • Sunsure Energy
Slide 15: Pioneering the Future: Leaders at the Helm
Pioneering the Future: Leaders at the Helm Vinod Tanti Girish Tanti JP Chalasani Himanshu Mody Rajendra Mehta Sandeep Chairman & Vice Chairman Group CEO Group CFO Group CHRO Chowdhury Managing Director Group General Counsel Tulsi Tanti Founder, Late Chairman and Managing Director Bernhard Vivek Sriv
Slide 16: Awards & Recognition
Awards & Recognition Pioneering the use of Suzlon Group's Girish 'Best Contribution in Suzlon signs MoU with Suzlon wins the Azure OpenAI in wind Tanti elected as the Vice- Wind Energy 2024' award APSSDC to launch 'Sustainable Supply Chain energy operations, Suzlon's Chairman, Board of from the Cent
Slide 17: ESG Landscape: Making meaningful impact & earning recognition
ESG Landscape: Making meaningful impact & earning recognition Ratings ESG Rating Core ESG Rating as 64 79/100 in Medium category Rated Medium Risk upgraded by 22 “Very Good” ESG Ratings in ESG Ratings in 2024 points Awards Organisation with Excellence in Global Award Sustainability Gold Award for Gr
Slide 18: Financial Performance
Industry Outlook Suzlon Strengths Financial Performance 18 Suzlon Wind Farm, Hallett, Australia
Slide 19: Key Highlights
Key Highlights Achieved record quarterly EBITDA surged to ₹693Cr FY25 contribution margin Unmatched in the deliveries of 573 MW, in Q4 FY25, driving the for WTG business industry, highest-ever firm with consolidated full-year EBITDA to expanded to 23% an order book of 5.6 GW revenue soaring to ₹1,85
Slide 20: Exceptional Q4 FY25 performance, marked by impressive growth
Exceptional Q4 FY25 performance, marked by impressive growth Deliveries (MW) 28% QoQ 110% YoY Revenue (₹ Cr.) 27% QoQ 73% YoY 573 3,774 447 2,969 273 2,179 Q4FY24 Q3FY25 Q4FY25 Q4FY24 Q3FY25 Q4FY25 EBITDA (₹ Cr.) 39% QoQ 94% YoY PAT (₹ Cr.) 205 % QoQ 320% YoY 693 1,181 500 357 281 388 Q4FY24 Q3FY25
Slide 21: Strong operational performance for FY25 aided by higher deliveries
Strong operational performance for FY25 aided by higher deliveries Deliveries (MW) 118% YoY Revenue (₹ Cr.) 67% YoY 1,550 10,851 5,947 6,497 664 710 FY23 FY24 FY25 FY23 FY24 FY25 EBITDA (₹ Cr.) 80% YoY PAT (₹ Cr.) 190% YoY 1,857 2,072 832 1,029 167 714 FY23 FY24 FY25 FY23 FY24 FY25^ 21 Note: Based o
Slide 22: WTG Business: Operating leverage began to materialize
WTG Business: Operating leverage began to materialize Wind capacity additions in India (in GW) Deliveries & Installations by Suzlon (in MW) 1,550 707* Deliveries (MW) 4.2 808 882 3.3 664 710 2.3 459 495 336 1.1 Installation (MW) FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Source: MNRE Website Suzlon has
Slide 23: India OMS: Consistent and profitable growth continues
India OMS: Consistent and profitable growth continues Revenue Installed&Capacity EBITDA Base trend(GW) (₹ Cr.) Revenue (₹ Cr.) 14.7 15.1 1,928 1,668 1,798 13.4 13.9 1,566 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Key Strengths EBITDA trend (₹ Cr.) Over 2 decades of Diversified supplier network 1 4 bes
Slide 24: SE Forge: Capacity unlocking plans underway
SE Forge: Capacity unlocking plans underway Operating Revenue & EBITDA trend (₹ Cr.) Revenue mix (₹ Cr.) 16% 18% 36% 49% Op. Revenue Suzlon 77 86 175 241 477 472 483 489 15.1% EBITDA 400 Others 16.6% 15.7% 386 8.8% 307 249 79 41 76 74 (%) EBITDA % Suzlon Share FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25
Slide 25: Consolidated income statement
Consolidated income statement (₹ Cr.) Q4 FY25 Q3 FY25 Q4 FY24 FY25 FY24 Particulars Unaudited Unaudited Unaudited Audited Audited Net Volumes (MW) 573 447 273 1,550 710 Net Revenue 3,774 2,969 2,179 10,,851 6,497 Contribution 1,212 998 732 3,656 2,348 Contribution Margin 32.1% 33.6% 33.6% 33.7% 36.1
Slide 26: Consolidated balance sheet
Consolidated balance sheet (₹ Cr.) Mar-25 Mar-24 Mar-23 Particulars Audited Audited Audited Equity & Liabilities Net Worth 6,106 3,920 1,099 Borrowings (non-current and current) 283 110 1,905 Non-current Liabilities 810 200 206 Current Liabilities 5,761 2,948 2,313 Total equity and liabilities 12,96
Slide 27: Glossary
Glossary 1. AEP – Annual Energy Production 17. LCoE – Levelized Cost of Energy 2. BOP – Balance of Plant 18. MNRE – Ministry of New And Renewable Energy 3. BESS – Battery Energy Storage System 19. MT – Metric Ton 4. C&I – Commercial and Industrial 20. MW – Megawatt 5. CEA - Central Electricity Autho
Slide 28: References
References https://www.seci.co.in/ • https://www.seci.co.in/ • https://cea.nic.in/ https://www.mercomindia.com/ • https://www.mercomindia.com/ https://powermin.gov.in/ • https://powermin.gov.in/ • https://niwe.res.in/ https://mnre.gov.in/ • https://mnre.gov.in/ https://gwec.net/globalwindreport2023/
Slide 29: Thank You
Thank You Email contact for queries investorrelations@suzlon.com 29