'Buy' Suzlon Energy Shares To Get An Upside Of 24% Says Motilal Oswal — Here's Why

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Motilal Oswal Report

We reiterate our Buy rating on Suzlon Energy Ltd. with a target price of Rs 82. Our positive outlook is driven by-

1. expected adoption of the RLMM local content draft notification by Q2 FY26,

2. healthy order prospects, including ~1.5GW NTPC orders, where Suzlon Energy is a strong contender;

3. estimated ~4GW of new orders in FY26, taking the closing order book to ~6.5GW;

4. gradual phase-out of the ISTS waiver over the next four years, which should help to reduce congestion in certain states, supporting smoother project execution; and

5. an increase in EPC share in the order book to ~50%, thus improving execution visibility.

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