Mumbai, 25 February 2026: Suzlon Energy Limited’s shares saw a sharp decline today on NSE and BSE. At 11:10 AM, the share was steady around ₹43.97 on BSE, while at 1:10 PM IST it closed at ₹42.90 on NSE – a drop of ₹1.23 (2.79%) compared to the previous closing price of ₹44.13. The day’s high was ₹44.74 and the low ₹42.76, marking a new 52-week low for the company (52-week high ₹74.30). Volume was huge – around 4.25 crore shares traded on NSE, VWAP ₹43.65.
NSE live update (25 February 2026, 1:10 PM IST):
- Price: ₹42.90 (-1.23, -2.79%)
- Open: ₹44.34 | High: ₹44.74 | Low: ₹42.76
- Previous close: ₹44.13 | Volume: 4.2485 million shares
BSE update: Similar trend, market cap down by around ₹60,000 crore with volumes. The share fell 4-5% throughout the day.
Shares fell to a low with the appointment of the new CEO:
Suzlon announced a major leadership change yesterday (24 February 2026) under its ‘Suzlon 2.0’ vision. Former MD of Ambuja Cements, Ajay Kapoor, has been appointed as the Group CEO (effective from 24 February). The company has also set up a Group Executive Council (GEC), with the current Group CEO J.P. Chalasani made a member. These changes are aimed at helping the company expand beyond wind energy into solar, battery energy storage systems (BESS), and other emerging technologies.
The appointment of Ajay Kapoor (36+ years of experience in wind, power, and heavy metals) caused mixed reactions in the market. While some analysts saw this positively, investors sold due to short-term uncertainty, pushing the share to a new 52-week low. Girish Tanti (Executive Vice Chairman) said, “Suzlon is at a critical stage of growth. The new structure and Ajay Kapoor’s appointment are crucial for becoming a full-stack renewable energy company.”
Dalal Street analysts and brokers’ opinion: What is the target price?
Despite the stock decline, Dalal Street majority of brokers are maintaining ‘buy’ ratings. Average target price ₹72.50 (65%+ upside from current price). Opinions of major brokers:
- JM Financial: ‘Buy’, target ₹64 (confidence in strong order book and capacity expansion).
- Nuvama Institutional: ‘Buy’, target ₹55 (was ₹60 earlier, but long-term outlook is positive).
- Anand Rathi: Most optimistic, target ₹82 (55%+ upside).
- ICICI Securities: ‘Buy’, target ₹76.
- Motilal Oswal: ‘Buy’, target ₹74.
According to 16 Trendline reports, the average target is ₹72.50, 64% upside. Analysts say that with a record order book of 6.4 GW, a production capacity of 4.5 GW and a 60% growth expected in FY26, long-term investment looks attractive.
Suzlon energy policies, financing and challenges in the sector:
Suzlon is a leading wind turbine manufacturing company in India. Its ‘Suzlon 2.0’ strategy focuses on full-stack renewable solutions – wind, solar, BESS and export expansion. The company supports MSMEs, connects with over 2,500 small businesses, and promotes ‘Make in India’.
Financing: The company is now almost debt-free. In Q3 FY26, net cash position is ₹1,556 crore, ROCE 32.5% and ROE 41.4%. In FY25, revenue was ₹10,889 crore (66% growth) and profit ₹2,071 crore. CRISIL gave an ‘A’ rating (Positive Outlook). This strong balance sheet is ready for long-term growth.
Challenges in the area:
India’s renewable sector is growing rapidly (₹12.2 lakh crore infra capex in NEP 2026 and Budget 2026), but the wind sector faces some challenges:
- Land acquisition issues for a big 5 MW turbine (multiple farmers for a single footprint).
- Need for grid integration and storage
- Solar competition (solar is cheap and fast).
- Debtor days increased (130 days) due to post-sale PPA and payments.
- Competition in export and supply chain
Still, India is aiming for 1,600 TWh of renewable generation by 2047 and Suzlon’s 15.1 GW domestic portfolio (the country’s #1) provides a strong base.
Conclusion:
With the new CEO and 2.0 vision, Suzlon is ready for long-term growth, but looking at short-term market sentiment and sector challenges, investors should stay cautious. Majority of Wall Street confidence is positive – ‘buy’ calls are coming with ₹70+ targets. Do your own research and understand the risks before investing.
Disclaimer:
(NiftySharePrice.com stock market news are based on publicly available sources like NSE – BSE and SEBI authorized brokers & analyst only. Investing in the stock market involves risk. So, do your own research and consult your authorized advisors before investing.)
