Q1 2027 Suzlon Energy Ltd Earnings Call Transcript
Key Points
- Suzlon Energy Ltd (BOM:532667) delivered 506 megawatts in Q1 FY27, marking their highest ever first quarter deliveries.
- The company reported a 23% year-on-year growth in consolidated revenue, reaching INR3,892 crore.
- Suzlon's order book remains strong at 6.1 gigawatts, reaffirming their market leadership.
- The company has secured 1 gigawatt of orders in the first four months of FY27, with a strong pipeline ahead.
- Suzlon is expanding its technology portfolio with high-capacity turbines, enhancing yields, reliability, and lowering LCOE.
- Temporary supply chain disruptions due to geopolitical tensions in the Middle East deferred approximately 10% to 20% of deliveries.
- EBITDA was impacted by higher fixed costs due to investments in new facilities and strategic initiatives.
- The EBIT margin showed weakness, with a decline in per megawatt basis despite an increase in average selling price.
- The company faces challenges in the working capital cycle, particularly with the increase in EPC business.
- Interest expenses increased by 30% year-on-year, attributed to higher working capital utilization.
Ladies and gentlemen, good day, and welcome to Suzlon Energy Limited Q1 and FY27 Earnings Conference Call. During this call, the company management may take certain statements that reflect their outlook for the future. This could be construed as forward-looking statements. These statements are based on management's current expectations and are associated with uncertainties and risks as detailed in annual report. Actual results may differ. So please statements should be reviewed in conjunction with the risk of the company faces. (Operator Instructions) Please note that this conference is being recorded. (Operator Instructions)
We have with us Mr. Ajay Kapur Group CEO; and Mr. Rahul Jain, Group CFO and senior members of the finance team. I now hand the conference over to Mr. Ajay Kapur sir. Thank you, and over to you, sir.
Thank you. Good evening, everyone, and thank you for joining Suzlon's Quarter 1 FY27 Earnings Call. FY27 has started strongly for Susan and the Indian wind industry -- even
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