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Suzlon Draws Fresh Buy Calls as US Court Lifts Wind Sentiment

Broker optimism reflects Suzlon's order book strength plus capacity buildout, with execution risks still in view.

Overview

  • Motilal Oswal reiterated a Buy on Suzlon with a Rs 74 target after Manufacturing Day meetings, citing a 6.2 GW order book and 4.5 GW annual capacity.
  • JM Financial maintained Buy with a Rs 70 target, and Nuvama upgraded to Buy while cutting its target to Rs 60 following the recent price correction.
  • Management detailed plans for three new smart‑blade plants and said current turbine platforms are nearing export‑ready status.
  • A US federal court struck down President Trump's ban on federal wind projects, nudging Suzlon shares higher despite the company lacking direct US operations.
  • Technical signals point to near‑term weakness with resistance around the 200‑day SMA and support near Rs 50, and the stock is down roughly 19% in 2025.