Suzlon Energy Ltd · NSE:SUZLON
Suzlon Energy — Q1 FY27 Earnings Presentation
30 slides from Suzlon Energy's earnings presentation, Jul 28, 2026
Slide 1: Investor Presentation Q1 FY27
Investor Presentation Q1 FY27 28th July 2026 1
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 3
Slide 4: Renewables to Power India's Energy Transition; Suzlon poised for Leadership
Renewables to Power India’s Energy Transition; Suzlon poised for Leadership Power Renewables Wind India’s Power Demand Set to Renewable Energy Capacity to Wind growth to outpace power; Nearly Triple by 2047 Grow Multi-Fold by 2047 Strong 10% CAGR projected against 5% growth in power India Power Dema
Slide 5: Global Electricity Demand Growth Creates a Multi-Decade Renewable Energy Opportunity
Global Electricity Demand Growth Creates a Multi- Decade Renewable Energy Opportunity Projected annual electricity growth by driver, 2025–2030 (TWh)^ Global split by driver (TWh) 225 80 +110-170 Data Centers 70 ~3X jump in DC power demand by 2030 +120-140 Transport 50 50% of new vehicle sales electr
Slide 6: Industry upcycle with structural tailwinds
Industry upcycle with structural tailwinds Key demand drivers Energy security now cited Export opportunity amplifies wind 1 6 as #1 transition driver across US, EU, momentum, with augmented domestic China, and India policy frameworks supply chain Global electricity generation has Repowering potentia
Slide 7: Wind already on track to become 100GW+ by 2030
Wind already on track to become 100GW+ by 2030 Coal Gas Nuclear Hydro Wind Solar Storage Others 49 63 19 330 0 2 307 103 293 220 131 121 57 142 100 76 164 60 62 59 64 45 25 25 14 290 252 252 229 225 NREL Base case IEA India Vision Case LBNL Least cost Teri scenario CEA Base case All scenarios requir
Slide 8: Suzlon Strengths
Suzlon Strengths 8
Slide 9: Suzlon Strengths: Proven Indian Wind Leadership
Suzlon Strengths: Suzlon Strengths: Proven Indian Wind Leadership Competitive edge Strong In-House R&D Industry’s largest Pan-India presence with Best-in-Class Multi-Brand Dev-Co: Maintains a India’s Wind Energy Capabilities Across customer base with sizeable fleet across all Renewable Energy portfo
Slide 10: Turbine Portfolio: Proven Technology for Future-Ready Growth
Turbine Portfolio: Proven Technology for Future- Ready Growth 175 m 144 m 163 m 120 m Our next generation product Our established in 5-6 MW class products in 2-3 MW class S120 S144 S175 S163 MW Rating 2.10 MW 3.15 – 3.30 MW 5.x MW 6.x MW Hub Height 105-140 m 105-160 m 120-160 m 119-149 m We repower
Slide 11: World Class Technology - Made in India
World Class Technology- Made in India Developed in High efficiency High performance Local sourcing Engineered to Engineered for Europe – Detailed, balanced with rotor blades and a robust minimize CO₂ grid compliance and manufactured competitive costs supply chain emissions in India High lift profile
Slide 12: Key clientele among marquee customers globally
Key clientele among marquee customers globally © SUZLON, GOOD ENERGIES THAT WORK 12
Slide 13: Footprint across India: Augmented manufacturing capabilities
Footprint across India: Augmented manufacturing capabilities India’s windy states Domestic manufacturing capacity 4,500 MW Other Indian states Rajasthan Madhya Pradesh Gujarat Nacelle and Hub Blade Tubular Tower Control Panel Maharashtra Nacelle & Hub Andhra Pradesh Blade Tower Tamil Nadu SE Forge E
Slide 14: Overview: RE AMS (India) Capabilities
Overview: RE AMS (India) Capabilities India’s windy states Other Indian states Key Metrics 16+ GW 10,000+ Installed base Turbines Rajasthan 2.5 GW Madhya Pradesh 0.6 GW Gujarat 4.5 GW 1,900+ USD 10+ Bn Customers Assets under management Maharashtra 2.2 GW Telangana 0.1 GW 110+ 3,600+ Sites Team Karna
Slide 15: Renom: Multi-brand O&M Platform with Growing AUM
Renom: Multi-brand O&M Platform with Growing AUM Capability to manage multiple technologies under a single platform 3,585 MW 2,319 MW 147 MW 1,119 MW Asset Under Management Wind Solar BOP 15 37 900+ 200+ Different OEM Make Models being serviced Workforce Satisfied Customers 3.6 3.5 Diverse MBOMS Fle
Slide 16: Strong order book momentum continues
Strong order book momentum continues…. WTG model mix Project segment mix S120, 10% PSU, 6,135 14% 5,933 S175, 2% Central & State 5,697 Auctions, 16% S144, Captive/ 88% C&I/Retail, 70% 5,025 Scope mix State mix AP, 20% EPC, KA, 32% 29% RJ, 7% MH, 10% Non-EPC, 68% Mar'25 Mar'26 Jun'26 Jul'26^ TN, 7% G
Slide 17: Awards & Recognition
Awards & Recognition Suzlon ranked among Vice Chairman Girish Recognised at Davos, Suzlon Energy Australia Recognised among the top five gainers in Tanti named Wind Suzlon India’s only (SEA) wins Best Wind India's Best Workplaces ET500 2025, rising 81 Energy Leader of the entrant in Corporate Energy
Slide 18: ESG Landscape: Making meaningful impact & earning recognition
ESG Landscape: Making meaningful impact & earning recognition Ratings Sustainability Yearbook, Rating upgraded to “Low Upgraded from 79 to 88 Awarded Prime Status – Inclusion of Suzlon under ESG Rating upgraded to 2025 (Top 15% in Risk” (Score: 19.49); in – reaffirmed as “High” surpassed industry Em
Slide 19: Financial Performance
Financial Performance Css ae es .
Slide 20: Key Highlights
Key Highlights Highest-ever Q1 deliveries of 506 Consolidated Revenue of ₹3,819 Cr ~1 GW orders announced YTD Cumulative orderbook of 6.1+ GW MW (14% up YoY); Commissioned in Q1 FY27 a 23% year-on-year FY27; robust pipeline provides with 84% orders from PSU and C&I 269 MW during the quarter (2.3x gr
Slide 21: Q1 FY27 Stellar growth continues
Q1 FY27 Stellar growth continues Deliveries (MW) Revenue (₹ Cr.) 506 444 3,819 3,117 274 2,016 Q1 FY25 Q1 FY26 Q1 FY27 Q1 FY25 Q1 FY26 Q1 FY27 EBITDA (₹ Cr.) PAT (₹ Cr.) 324 599 595 302 305 370 Q1 FY25 Q1 FY26 Q1 FY27 Q1 FY25 Q1 FY26 Q1 FY27 Note: Based on Consolidated Financials | DTA charge recogn
Slide 22: RE Solutions: Robust growth with operating leverage
RE Solutions: Robust growth with operating leverage Wind capacity additions in India (GW) Deliveries & Installations by Suzlon (MW) Deliveries Installation 6.1 2,456 4.2 3.3 1,550 1.6 1.3 710 882 744 336 444 506 117 269 FY24 FY25 FY26 Q1 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY26 Q1 FY27 Strong Q1 India de
Slide 23: RE AMS (India): Consistent and profitable growth continues
RE AMS (India): Consistent and profitable growth continues Installed Capacity Base (GW) Revenue (₹ Cr.) 16.1 15.7 2,073 1,928 1,798 15.1 14.7 478 526 FY24 FY25 FY26 Q1 27 FY24 FY25 FY26 Q1 FY26 Q1 FY27 Key Strengths EBITDA (₹ Cr.) Over 3 decades of best-in-class Diversified supplier network practice
Slide 24: Foundry & Forging: Capacity unlocking plans underway
Foundry & Forging: Capacity unlocking plans underway Operating Revenue & EBITDA trend (₹ Cr.) Revenue mix (₹ Cr.) 597 61% Suzlon 49% Others 483 489 36% Suzlon Share (%) 175 365 241 146 126 62% 119 307 71% 76 74 249 232 28 22 91 89 55 37 FY24 FY25 FY26 Q1 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY26 Q1 FY27 C
Slide 25: Consolidated Income Statement
Consolidated Income Statement (₹ Cr.) Q1 FY27 Q1 FY26 Q4 FY26 FY26 FY25 Particulars Unaudited Unaudited Unaudited Audited Audited Net Deliveries (MW) 506 444 830 2,456 1,550 Net Revenue 3,819 3,117 5,468 16,679 10,851 Contribution 1,225 1,094 1,623 5,378 3,656 Contribution Margin 32.1% 35.1% 29.7% 3
Slide 26: Consolidated Balance Sheet
Consolidated Balance Sheet (₹ Cr.) Jun-26 Mar-26 Mar-25 Equity & Liabilities Unaudited Audited Audited Equity & Liabilities Net Worth 9,869 9,464 6,106 Borrowings (non-current and current) 277 264 283 Non-current Liabilities 1,107 1,115 810 Current Liabilities 7,635 8,026 5,761 Total equity and liab
Slide 27: Glossary
Glossary COD ISTS AEP GH2 Commercial Inter-State Transmission Annual Energy Production Green Hydrogen Operations Date System IWTMA AMS CUF GW Indian Wind Turbine Asset Management Services Capacity Utilization Factor Gigawatt Manufacturers Association EBITDA BESS GWEC Earnings before Interest, Tax, B
Slide 28: Glossary
Glossary NIWE KPI RE WTG National Institute of Key Performance Indicators Renewable Energy Wind Turbine Generator Wind Energy OEM RGO LCoE Y-o-Y Original Equipment Renewable Generation Levelized Cost of Energy Year on Year Manufacturer Obligation MNRE OMS RPO Ministry of New And Operations and Renew
Slide 29: References
References https://www.seci.co.in/ https://mnre.gov.in/ https://cea.nic.in/ https://gwec.net/globalwindreport2023/ https://www.mercomindia.com/ http://www.cercind.gov.in/ https://powermin.gov.in/ https://gwec.net/india-wind-energy-market-outlook-2023-2027-report/ https://niwe.res.in/ https://www.cri
Slide 30: Thank you
Thank you Email contact for queries investorrelations@suzlon.com