Q4 2025 Suzlon Energy Ltd Earnings Call Transcript
Key Points
- Suzlon Energy Ltd (BOM:532667) reported a record-breaking quarter with an all-time high order book exceeding 5.5 gigawatts.
- The company secured 1.5 gigawatts as the sole winner of NTPC's PSU tenders, highlighting its strong market position.
- Suzlon's S144 model, a made-in-India product, has an order book exceeding 5 gigawatts, showcasing strong customer confidence.
- The company achieved the highest-ever quarterly PAT of INR1,181 crores, including deferred tax asset recognition.
- Suzlon's OMS business continues to perform well with more than 15 gigawatts capacity in India, maintaining mission availability above 95%.
- The industry commissioned around 4.2 gigawatts in FY25, which, despite a 28% growth, fell short of expectations due to transmission and land acquisition challenges.
- Less than 30% of Suzlon's order book comprises non-EPC projects, where client-side delays have impacted commissioning timelines.
- The company's consolidated contribution margin decreased due to the growing share of the WTG division, which has a lower margin compared to the OMS business.
- Suzlon's interest and depreciation costs increased sharply in the quarter, impacting financial performance.
- The company faces challenges in maintaining consistent demand to fully utilize its 4.5 gigawatt manufacturing capacity, which can deliver up to 5.5 gigawatts with improved productivity.
Ladies and gentlemen, good day, and welcome to the Suzlon Energy Limited Q4FY25 earnings conference call. During this call, the company management may make certain statements that reflect the outlook for the future, which could be constructed as forward-looking statements. These statements are based on the management's current expectations and are associated with uncertainties and risks as detailed in the annual report. Actual results may differ, so these statements should be reviewed in conjunction with the risk the company faces. (Operator instructions)
Please note this conference is being recorded. We will begin the opening remarks followed by the Q&A session. (Operator instructions) From the management, we have with us Mr. J.P. Chalasani, Group CEO; and Mr. Himanshu Mody, Group CFO.
Over to you, J.P Chalasani, sir.
Thank you. Good evening, everyone, and thank you for joining us for Suzlon's annual earnings conference call. This year marks a significant milestone for us.
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