Green Energy Stock Jumps After Securing 400 MW Project from Tata Group Company

Synopsis: The shares of this company gained attention after securing a 400 MW wind energy project from a Tata Group company, strengthening its order book and renewable energy pipeline.

The shares of this company, which is one of the leading global renewable energy solutions providers. It is a vertically integrated WTG manufacturer. It also undertakes installation and O&M of all WTG sales gained focus after an order from Tata.

With a market capitalization of Rs 78,414 crore, Suzlon Energy Ltd’s shares on Thursday made a day high of Rs 58.45 per share, up by 1 percent from its previous day’s close price of Rs 57.91 per share. The share of the company gave a negative return of 10 percent over the last year.

Significant Order

With the recent 400 MW wind energy project awarded to Suzlon by Tata Power Renewable Energy Limited (TPREL), the company’s growth strategy, which is known as Suzlon 2.0, gets a boost. The company received its second project from the same client in just one year, bringing the total capacity of the deal between the two organizations to more than 1 GW in Karnataka, Maharashtra, Tamil Nadu, and Andhra Pradesh.

In Anantapur District of Andhra Pradesh, Suzlon is developing this new project; thus, its backlog in that region has gone past 1 GW. As per the terms of the agreement, Suzlon will provide and install 127 S144 wind turbines, which will each have a capacity of 3.15 MW. It will also be responsible for project execution, which will cover land acquisition, wind turbine generator supply, balance of plant works, pooling substations, transmission, commissioning, and O&M services.

The order also strengthens Suzlon’s order book which as of Q4 FY26 stood at 5.9 GW. The Commercial & Industrial (C&I) and Public Sector Undertaking (PSU) segments contribute about 66 percent to the order book, reflecting strong demand from these fast-growing categories. The company is also focusing on increasing its EPC business, with the EPC share rising from 20 percent to 28 percent in the second half of FY26.

Management commentary Girish Tanti, Vice Chairman, Suzlon Group, stated that they have crossed 1 GW cumulative orders with Tata Power Renewable Energy across four states, which is a testimony to company’s long-standing partnership. Ajay Kapur, Chief Executive Officer, Suzlon Group, added, Suzlon’s EPC-led approach gives execution certainty and helps customers scale renewable energy projects efficiently.

About the Company

Suzlon is one of the leading global renewable energy solutions providers. It is a vertically integrated WTG manufacturer. It also undertakes installation and O&M of all WTG sales. Operations include design development and manufacturing of all major components, including rotor blades, tubular towers, generators, control equipment, gears and nacelles.

Financial Highlights: The revenue from operations grew by 45 percent to Rs 5,493 crore in Q4 FY26 from Rs 3,790 crore in Q4 FY25, and EBIDTA grew by 39 percent to Rs 964 crore in Q4 FY26 from Rs 693 crore in Q4 FY25. This was accompanied by a net profit decrease of 6 percent to Rs 1,114 crore in Q4 FY26 from Rs 1,181 crore in Q4 FY25, resulting in an EPS decrease of 6 percent to Rs 0.82 per share in Q4 FY26 from Rs 0.87 per share in Q4 FY25.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Green Energy Stock Jumps After Securing 400 MW Project from Tata Group Company appeared first on Trade Brains.