Suzlon Energy stands to benefit from regulatory tailwinds mandating local content, a robust order book providing strong revenue visibility, and execution improvements through proactive land acquisition and EPC expansion initiatives.
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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-
expected adoption of the RLMM local content draft notification by Q2 FY26,
healthy order prospects, including ~1.5GW NTPC orders, where Suzlon Energy is a strong contender;
estimated ~4GW of new orders in FY26, taking the closing order book to ~6.5GW;
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
an increase in EPC share in the order book to ~50%, thus improving execution visibility.
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