The share is falling. People are asking what happens next. Suzlon Energy is back in the news.
The company said it will spend ₹550 crore on three new AI-based factories. The order book is around 6 GW. But the stock has been under pressure through 2026.
Where the new factories will come
Three plants will be set up in Gujarat, Karnataka and Tamil Nadu. ₹200 crore will go to the Tamil Nadu unit and ₹350 crore to the other two.
These are AI-based wind blade factories. The plan is to have them ready by 2027. Around 3000 direct and 12000 indirect jobs are expected.
How big is the order book
The company has an order book of about 6 GW. Orders have come from NTPC Green, Torrent and others.
The book looks strong. The question is how fast and with what margins the work gets done.
Why the share fell
In 2026 the stock has dropped roughly 29-36%. It is trading around ₹37-38 now. The 52-week high was near ₹61.5.
People are worried about execution, margins and cash flow. In Q1 revenue rose but margins stayed under pressure.
What the company is saying
People like Girish Tanti have said the sector has tailwinds and the company is focusing on the order book and reducing debt.
The new factories should raise production capacity and help finish orders faster.
What to watch
Whether margins recover in the next few quarters. How quickly orders turn into revenue. Whether the new factories start on time.
Advice:
The order book is good but the stock is still under pressure. Do not decide only on the news. Look at the numbers.
If you are holding, keep an eye on margins and cash flow. If you are thinking of buying, you can wait for the next results.
FAQ
How much is Suzlon investing?
₹550 crore in three new AI factories.
How big is the order book?
Around 6 GW.
Why did the share fall?
Concerns over execution and margins. It has dropped a lot in 2026.
When will the factories be ready?
The plan is by 2027.
