Suzlon Energy Rises Over 2% As Motilal Oswal Reiterates Buy, Predicts 43% Upside | Markets News

Last Updated:December 08, 2025, 13:00 IST

Suzlon Share Price: Shares of Suzlon Energy rose 2.5% in early trade on Monday, December 8, hitting an intraday high; Key points

Suzlon Share Price: Shares of Suzlon Energy rose 2.5% in early trade on Monday, December 8, hitting an intraday high of Rs 53, after Motilal Oswal reaffirmed its Buy rating on the stock with a target price of Rs 74, implying an upside of around 40% from the previous close.

The stock has been under pressure in recent months, weighed down by concerns such as a slowdown in installations, which have lagged deliveries, and a muted FY26 year-to-date order inflow. These headwinds dragged Suzlon shares 29% below their August peak.

However, during its Manufacturing Day held on December 4–5, the company indicated that the slowdown in central renewable auctions is likely to have limited impact on near-term order flows. Suzlon highlighted that nearly 15 GW of wind orders remain in the bidding or awarding pipeline.

Management reiterated confidence that India can scale up to 10 GW of annual wind installations by FY28 (compared to the current 6.5–7 GW pace in FY26). Rising demand from AI/data centres and an expanding C&I load also present upside to India’s 100 GW wind capacity target by 2030.

To meet the expected demand, Suzlon plans to expand its manufacturing footprint with three new Smartblade factories—two already planned in Gujarat and Karnataka, and a third site expected to be finalised in the next 2–3 months. The expansion aims to shorten turnaround times, improve proximity to customer sites and enhance logistics efficiency.

Brokerages remain broadly positive on the stock. Geojit Financial Services recently upgraded Suzlon to Buy, though it trimmed its target to Rs 75, while ICICI Securities maintained its Buy call with a Rs 76 target, expecting a robust order pipeline over the next 2–3 years.

Suzlon Energy: Share Price Trend

Despite recent volatility, Suzlon’s long-term performance remains strong. The stock has delivered 440% returns over the past two years and a massive 1,400% gain over five years. Between April 2023 and September 2024 alone, Suzlon rallied 912%, reaching Rs 86, its highest level since 2010.

As of the September quarter, retail investors held the largest stake at 55.4%, followed by FIIs (22.7%), promoters (11.7%), and DIIs (10.1%).

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