Brokerages turn super bullish on Suzlon Energy, stock returns to rally with upside target of 50%

 Suzlon Energy is once again on investors' radar. Several major brokerages have adopted a bullish view on this renewable energy stock, citing the company's rapidly growing order book , strong Q2 performance , and production capacity expansion . On Friday, Suzlon shares closed at ₹54.30, up nearly 4% .

Suzlon Energy's order book reaches record high   

 Suzlon Energy's order book has reached over 6 GW by the end of 2025, a record level in the company's history. This order book includes projects from major companies such as NTPC Green Energy and Tata Power .

Recently, Suzlon, in collaboration with Syriance , secured a 306 MW wind power project in Rajasthan . Suzlon has a 44% market share of Rajasthan's total 5.2 GW wind capacity , demonstrating its strong market leadership.

Such a large order book will support the company's revenue and profit growth in the coming quarters .

Production Capacity Expansion Or Strong Q2 Performance

Suzlon Energy is rapidly expanding its manufacturing capacity . The company aims to reach an annual production capacity of 4.5 GW . To achieve this, new production lines are being added.

Record Deliveries in Q2 FY26

• Major improvement in execution efficiency
• Higher capacity will enable the production of more turbines in the future.

This capacity expansion gives positive indications for margin improvement and long-term growth in the coming times .

Bullish Target of Brokerages: 35% to 50% Upside Possible

Suzlon Energy has been given a Buy Rating by several brokerage houses :

• Anand Rathi – ₹82 Target
• ICICI Securities – ₹76 Target
• Motilal Oswal – ₹74 Target

These targets represent a 35% to 50% upside from the current price of ₹54.30 . The stock has begun to recover from its 52-week low of ₹46.15 . After a 20% decline in the last six months, it is now seeing fresh buying interest .

Long-Term Growth Opportunity in Wind Energy Sector

India has set a target of 500 GW Renewable Energy Capacity by 2030 , in which wind energy will play an important role.

• Both government and corporate focus on renewable projects
• Strong support for green energy in the Union Budget
• Increase in demand for wind energy globally

Suzlon is the wind turbine market leader in India and has global experience. The company is expected to receive steady orders for the next 3–4 years.

Conclusion

Suzlon Energy's strong order book, growing production capacity, and brokerage's bullish outlook make this stock attractive to long-term investors . While short-term volatility may persist, the renewable energy sector's growth story could benefit Suzlon going forward.

Disclaimer:

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