Suzlon Q4 FY25 Results : Net Profit Soars 365%, Revenue Jumps 73% | Stock Rallies
📝 Introduction
Suzlon Energy, a leading renewable energy solutions provider in India, delivered an outstanding performance in Q4 FY25. Backed by robust revenue growth, strong order book, and margin expansion, the company reported a sharp rise in profitability. The stock surged over 13% post-results, hitting a six-month high, reflecting investor confidence.
📊 Financial Highlights
- Revenue (Q4 FY25): ₹3,790 Cr, up 73% YoY from ₹2,196 Cr in Q4 FY24.
- Operating Profit (EBIT): ₹693 Cr, up 94% YoY from ₹357 Cr in Q4 FY24.
- EBITDA: ₹693 Cr for Q4 FY25.
- Net Profit: ₹1,181 Cr, surged 365% YoY from ₹254 Cr in Q4 FY24.
- Order Book: Record 5.6 GW, with Q4 orders at 573 MW.
- Full-Year Revenue (FY25): ₹10,851 Cr, up from ₹6,497 Cr in FY24.
- Full-Year Net Profit (FY25): ₹2,072 Cr vs ₹660 Cr in FY24.
- Deferred Tax Gain: ₹601 Cr in Q4 boosted bottom line significantly.
💰 Dividend Announcement
As of the latest filings and public sources, no dividend has been announced by Suzlon Energy for Q4 FY25.
📉 Key Financial Metrics
| Metric | Q4 FY25 | Q4 FY24 | Q3 FY25 | YoY Change | QoQ Change |
|---|---|---|---|---|---|
| Revenue (₹ Cr) | 3,790 | 2,196 | 2,975 | 73% | 27% |
| Expenses (₹ Cr) | 3,096 | 1,839 | 2,475 | 68% | 25% |
| Operating Profit (₹ Cr) | 693 | 357 | 500 | 94% | 39% |
| PBT (₹ Cr) | 551 | 253 | 391 | 118% | 41% |
| Net Profit (₹ Cr) | 1,181 | 254 | 388 | 365% | 204% |
📈 Key Financial Ratios
| Ratio | Q4 FY25 | Q4 FY24 | Q3 FY25 | YoY Trend | QoQ Trend |
|---|---|---|---|---|---|
| Operating Margin (%) | 18% | 16% | 17% | +200 bps | +100 bps |
| Net Profit Margin (%) | 31% | 12% | 13% | +1,900 bps | +1,800 bps |
| EPS (₹) | 0.87 | 0.19 | 0.29 | ↑ YoY 358% | ↑ QoQ 200% |
🏢 Peer Comparison
| Company | CMP (₹) | Market Cap (Cr) | P/E | P/B | ROE (%) | ROCE (%) | 52W High | 52W Low |
|---|---|---|---|---|---|---|---|---|
| Suzlon Energy | 71.48 | 96,774.52 | 46.71 | 15.85 | 41.33 | 32.41 | 86.04 | 45.13 |
| A B B | 5,971 | 1,26,530.49 | 66.98 | 17.88 | 28.82 | 38.65 | 9,200 | 4,590.05 |
| Siemens | 3,265.60 | 1,16,294.71 | 61.88 | 9.43 | 17.65 | 23.61 | 4,662.04 | 2,450.00 |
| CG Power | 686.7 | 1,04,998.16 | 107.91 | 27.31 | 28.36 | 38.09 | 874.7 | 517.7 |
| BHEL | 259.83 | 90,474.45 | 169.46 | 3.66 | 2.17 | 4.46 | 335.4 | 176 |
🚀 Strategic Developments
- Record Order Book: FY25 ended with a 5.6 GW order book, driven by demand for the S144 – 3.X MW series, now the top product in India.
- Production Expansion: 10 new lines added for S144; nacelle assembly expanded in Daman and Pondicherry.
- Delivery Growth: FY25 deliveries hit 1.55 GW, with Q4 at 573 MW.
- Segmental Revenue: WTG business contributed 78% to FY25 revenue; OMS made up the remaining 22%.
✅ Positives & ❌ Negatives
✅ Positives This Quarter
- Net Profit surged 365% YoY.
- Revenue growth of 73% YoY.
- Operating margin expanded by 200 bps.
- Strong deferred tax gain enhanced bottom line.
- Record order book and successful product rollout (S144 platform).
- Positive investor sentiment – stock surged 13% post-results.
❌ Negatives / Challenges
- No dividend declared despite strong profits.
- High dependence on a single product line (S144) may lead to concentration risk.
- Valuation concerns: P/E at 46.71x higher than sector average.
📉 Market Reaction & Street View
- Stock Movement: Suzlon Energy surged over 13%, hitting a six-month high post results.
- Investor Sentiment: Strongly positive, driven by robust earnings and guidance.
- Analyst Commentary: As per market watchers, the growth momentum and record orders signal sustainable profitability.
🔮 Final Outlook
Suzlon Energy has delivered a remarkable turnaround with consistent profitability, robust revenue growth, and a record order book. Its strategic expansion in manufacturing and dominance in wind energy solutions via the S144 platform signal long-term growth sustainability. While valuation is rich, operational momentum and India’s renewable push support a positive long-term outlook.
🔗 External Links
For detailed financials and official updates, visit: Suzlon Energy Official Site
⚠️ Disclaimer
This summary is based on publicly available information from official filings, press releases, and financial news sources. It is provided for informational purposes only and does not constitute financial advice, investment recommendation, or an offer to buy or sell any securities. Readers are advised to conduct their own research or consult with a qualified financial advisor before making any investment decisions. Read the Disclaimer page for more details.