Suzlon Energy earnings calls.

Suzlon Energy delivered Q1 FY27 revenue of Rs 3,819 croreCurrent reported value: Rs 3,819 crore. No comparable prior figure is available in the source record. (+23Current reported value: 23. No comparable prior figure is available in the source record.% YoY), but EBITDA margin compressed to 15.6Current 15.6 crore vs previous available quarter 17.5 crore.% (-370bps YoY) as flat EBITDA of Rs 595Current 595 crore vs previous available quarter 739 crore. crore was impacted by upfront investments in Suzlon 2.0 strategy, temporary supply chain disruptions from Middle East geopolitical tensions, and lower operating leverage due to deferred deliveries. PAT came in at Rs 305Current reported value: 305. No comparable prior figure is available in the source record. crore. Management attributed margin pressure to one-time costs of Rs 40-50 crore and higher fixed costs from new facility setup, leadership hiring, and technology investments. Despite near-term headwinds, the company maintained its 6.1 GW order bookCurrent 6.1 GW order book. Reported change: +1 GW added in 4 months. with strong pricing (ASP up from Rs 5.6 crore to Rs 6.3 crore/MW), and expects H2 recovery given 1,257 MWCurrent 1,257 MW. Reported change: Ready for commissioning. of erected-but-not-commissioned turbines. Guidance remains intact: 17-18% EBITDA margin range, Rs 700 crore capex, and 25% revenue CAGR through FY31. Key risks include execution delays in converting erected inventory, margin dilution from higher EPC mix, and geopolitical supply vulnerabilities.