Suzlon Energy , a prominent player in the wind energy sector, has recently announced significant changes to its order book, potentially impacting its future revenue projections. The company has disclosed cancellations and reductions in wind turbine orders, which could have substantial financial implications.

Order Cancellations and Reductions

Suzlon Energy reported the following changes to its order book:

• A 99 MW order from Vibrant Energy has been cancelled.
• A 100 MW order from an unnamed global utility firm has been cancelled.
• An order from O2 Power has been reduced by 50%, now standing at 100.80 MW.

These adjustments total to a reduction of 300 MW in Suzlon's order book.

Impact on Order Book and Potential Revenue

Following these changes, Suzlon Energy's order book now stands at 5,622 MW. The company estimates that these cancellations and reductions could potentially impact its revenue by approximately Rs 1,800.00 crore. This figure is based on an average revenue of Rs 6.00 crore per MW, which is the standard metric used by the company for such calculations.

Financial Implications

The potential revenue impact of Rs 1,800.00 crore is significant for Suzlon Energy. While this doesn't represent an immediate loss of actual revenue, it does indicate a reduction in the company's expected future earnings. This development may affect investor sentiment and the company's financial projections for the coming quarters.

Industry Context

These order cancellations and reductions come at a time when the renewable energy sector, particularly wind energy, is facing various challenges globally. Factors such as supply chain disruptions, changing government policies, and economic uncertainties could be contributing to these order book changes.

Looking Ahead

As Suzlon Energy navigates these challenges, investors and industry observers will be keenly watching how the company adapts its strategies to mitigate the impact of these order cancellations and maintains its position in the competitive wind energy market. The company's ability to secure new orders and efficiently execute existing projects will be crucial in the coming months.

Suzlon Energy has not provided specific reasons for the cancellations or reductions in its order book. Shareholders and market analysts will likely look forward to more detailed explanations and future guidance from the company's management in upcoming financial reports or investor communications.

Suzlon Energy , a prominent player in the renewable energy sector, has reported a robust order book of 5,622 MW as of March 28, 2025, despite facing project modifications and a regulatory penalty. This update provides insights into the company's market position and future revenue potential in the dynamic wind energy industry.

Order Book Update

Suzlon Energy's latest disclosure to the stock exchanges reveals that its order book has grown from 5,523 MW on January 28, 2025, to 5,622 MW as of March 28, 2025. This figure includes dispatches made during the fourth quarter of the fiscal year 2025, which will be fully disclosed during the upcoming financial results announcement.

Note: The current order book figure includes Q4 FY25 dispatches, which will be detailed in the upcoming financial results.

Project Modifications

The company's LODR (Listing Obligations and Disclosure Requirements) filing details several changes to its previously announced projects:

• A 99 MW order from Vibrant Energy, announced on May 17, 2023, has been cancelled.
• An order of 201.6 MW from O2 Power Private Limited, announced on August 25, 2023, has been reduced to 100.80 MW. The project will now be executed under Solalite Power Private Limited instead of Teq Green Power XI Private Limited.
• A 100.8 MW order for the 3 MW series from a leading Global Utility, announced on December 15, 2023, has also been cancelled.

Despite these changes, Suzlon Energy maintains that these modifications will not materially impact the company's overall order book position.

Regulatory Penalty

In a separate disclosure, Suzlon Energy reported a regulatory penalty imposed by the Central Ground Water Board, Western Region, Jaipur, Rajasthan. The company has been fined Rs. 100,000.00 for delays in obtaining permission for using water from a borewell. Suzlon Energy stated that this penalty does not have a material impact on its financial operations or other activities.

Market Implications

The maintenance of a substantial order book, even in the face of project modifications, suggests Suzlon Energy's resilience in the competitive renewable energy market. However, the company faces challenges, including project volatility and regulatory compliance issues, which investors and industry observers will likely monitor closely.

As the renewable energy sector continues to evolve, Suzlon Energy's ability to execute its order book efficiently while navigating regulatory requirements will be crucial for its future performance and market position.