Suzlon Energy , a leading renewable energy solutions provider, has been experiencing significant downward pressure on its stock price, raising concerns among investors about the company's near-term prospects. The renewable energy sector player has seen its shares decline substantially over recent months, prompting market participants to reassess their investment strategies.

Stock Performance Analysis

The company's stock performance has been notably weak across multiple timeframes, reflecting broader market sentiment and company-specific challenges:

Current Market Challenges

Suzlon Energy is currently grappling with mounting losses, which have contributed to the negative investor sentiment surrounding the stock. The company's financial performance has been under pressure, with losses accumulating over the recent period. Additionally, technical analysis of the stock charts reveals weakness in the underlying price action, suggesting continued bearish momentum in the near term.

Technical Outlook

The technical charts for Suzlon Energy are displaying signs of weakness, indicating that the stock may continue to face headwinds in the immediate future. The combination of fundamental challenges and technical weakness has created a challenging environment for the stock, with investors closely monitoring key support and resistance levels.

Investment Considerations

Given the current market conditions and the company's performance metrics, investors are faced with critical decisions regarding their positions in Suzlon Energy. The renewable energy solutions provider's stock decline of 27% over six months represents a significant erosion of shareholder value, while the year-over-year decline of 17% indicates sustained pressure on the stock price. Market participants are evaluating whether the current price levels present an opportunity for long-term investors or if further weakness may be expected.

Suzlon Energy Executive Vice Chairman Girish Tanti has projected significant growth for India's wind energy sector, forecasting the country will achieve 10 gigawatt (GW) annual installations within two years and reach 13-15 GW by 2030. Speaking exclusively to CNBC-TV18 at the World Economic Forum in Davos, Tanti outlined the company's expansion strategy amid a global renewable energy transition.

India's Wind Energy Milestone Achievements

India has already crossed 54 GW of installed wind capacity, marking the halfway point toward the 100 GW target set for 2030 by Prime Minister Narendra Modi. The country achieved 6 GW of new wind installations in 2025, with approximately 80% of India's new energy construction coming from renewable sources.

Global Renewable Energy Transition

Tanti highlighted the accelerating global shift toward renewable energy, noting that 92% of new energy installations worldwide in 2025 came from renewable sources. The convergence of wind, solar, and battery technologies has created cost-competitive energy solutions, driving increased adoption across sectors including electric vehicles and artificial intelligence applications.

International Expansion Strategy

Suzlon announced the appointment of a new CEO for European operations as part of its international expansion strategy. The company is targeting multiple markets for export opportunities:

• Europe: New CEO appointed for market development
• Southeast Asia: Rapid renewable energy adoption across the region
• Australia: Significant market potential identified
• Middle East: Strategic expansion target
• United States: Historical largest market outside India

Tanti indicated that India has the potential to meet 10% of global wind energy demand through exports, leveraging the country's substantial manufacturing capacity that exceeds domestic installation requirements.

Manufacturing Capacity and Policy Outlook

With annual manufacturing capacity of nearly 20 GW, India's wind and solar sectors have built capabilities that exceed domestic installation needs by more than double. This positions the country as effectively self-reliant (Atmanirbhar) in renewable energy manufacturing.

Tanti expressed confidence that potential policy changes regarding Chinese company participation in government tenders would not significantly impact the renewable energy sector, given India's robust domestic manufacturing capabilities.

Market Performance and Future Outlook

Despite Suzlon's current market capitalisation of ₹65,780.47 crore, the company's shares have declined more than 17% over the past year. However, Tanti remains optimistic about the sector's prospects, citing favorable wind generation patterns that align with India's electricity demand curves.

The company's strategy focuses on hybrid projects combining wind, solar, and battery technologies to create an integrated energy mix. With visibility of approximately 85 GW for wind projects and strong state-level demand, Suzlon is positioning itself to capitalize on India's renewable energy transition and global export opportunities.

Source: https://www.cnbctv18.com/business/companies/wef-davos-2026-suzlon-expects-to-cross-10-gigawatt-capacity-in-two-years-13-gigawatts-by-2030-19823820.htm