Mutual funds boost holding in Suzlon Energy to an all-time high in June quarter
As of the end of June 2025, 30 mutual funds collectively held a 5.24% stake in Suzlon Energy, equivalent to 7.18 crore shares. This marks a notable increase from 4.17% at the end of the March quarter and 3.82% in Q1FY25, according to BSE shareholding data.
The data also shows that Motilal Oswal Midcap Fund now holds a 1.03% stake in the company—a new addition, as the fund had no holdings in Suzlon at the end of March.
Meanwhile, the Life Insurance Corporation of India (LIC) continues to hold a 1.02% stake. Retail investors also slightly increased their holdings by 0.1% to 55.1%, while promoters trimmed their stake to 11.7% from 13.3% in Q1FY25.
Suzlon has remained on investors' radar in recent months due to positive brokerage views and multiple orders. Motilal Oswal, for instance, recently issued a 'buy' rating with a target price of ₹ 82 per share.
The brokerage's optimism is driven by the expected adoption of the Revised List of Models and Manufacturers (RLMM) local content draft notification by Q2FY26, strong order prospects, the gradual phase-out of the ISTS waiver over the next four years, and an increasing share of EPC projects in the order book.
Discussions with industry participants suggest that the RLMM notification—mandating local content in key wind turbine components—is likely to be formally implemented in Q2FY26.
Motilal Oswal believes that Suzlon is well-positioned to benefit from favorable regulatory developments, a growing order book offering strong revenue visibility, and operational gains through proactive land acquisition and EPC expansion.
Earlier, Anand Rathi also noted that Suzlon's 5.6 GW order book, which is 3.6x its FY25 execution volume, provides long-term growth visibility and ensures a steady pipeline of projects. It also reinitiated coverage with a 'buy' rating and a target price of ₹ 81 apiece.
Despite these positive projections, the stock has come under pressure in recent months due to broader market weakness, declining 12% from its recent highs. However, Suzlon remains a strong long-term performer, with shares rising 277% over the past two years and over 1,200% in the last five years.
Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before taking any investment decisions.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Economic Times
a day ago
- Economic Times
Want to invest Rs 1 lakh when you are young? Here is Raamdeo Agrawal's Warren Buffett-style blueprint to compound wealth
Raamdeo Agrawal urges young investors to avoid rushing into markets without understanding value. Learning to identify price-value gaps and mastering patience are key, he says, citing Buffett's wisdom and his own early investing lessons. Tired of too many ads? Remove Ads At 30, pick a lane: Professional or Passive? Tired of too many ads? Remove Ads Everybody knows the price, nobody knows the value India and the U.S. Tired of too many ads? Remove Ads If you're 20 years old and sitting on Rs 1 lakh, Motilal Oswal co-founder Raamdeo Agrawal has one piece of advice: don't do anything till you understand it. That, he says, is among the best lessons he's learned from Warren Buffett, and it applies to both investing and a conversation on Groww's investor podcast released on YouTube, the Motilal Oswal Financial Services co-founder urged young investors to resist the pressure to act without clarity. Agrawal said most 20-year-olds underestimate how little they know about the market. 'At the age of 20, what you don't know is a lot of things… So when you see value–price gap, you will have a, what do you call, limited understanding of it.'He recalled his own investing debut, a hostel tip-off that turned into a three-bagger. 'I bought it 15 bucks, and in a year, two years' time, it became 45 bucks,' he said, noting he was around 22 at the time. 'Those kinds of breaks will happen.'Asked where Rs 1 lakh should go at 30, Agrawal said it depends on whether you want to master the game or outsource it.'If I want to make a career in investing… then you should go to the stock market and figure out what is the value, what is the price, what is the earnings growth, what is the RoE, what is the momentum. I mean, it's a full-time job, and it has become very competitive.'Otherwise, 'go and give your money to one of the fund managers and be happy with it.'Agrawal didn't hold back on what he sees as the pitfalls of post-COVID market behaviour. 'Out of 200 million demat accounts, 160 million is less than 5 years… they have no clue what they are buying and selling... (post COVID)… market is very impatient,' he stressed that understanding intrinsic value is the core skill. 'Everybody knows the price. Nobody knows the value. Once you master the formula to discover value, investing becomes simple.'And the real reward, he added, lies in spotting mispriced opportunity. 'Is the return gap between price and value… is it asymmetric? We are looking for asymmetric... Asymmetricity in the return — that's the excitement in the market.'Agrawal dismissed market timing as a flawed strategy. 'Not buying at the bottom is a crime if at all you are trying to time the market,' he said. 'By the time you muster the courage to enter, you've already missed 40% of the upmove.'He advised investors to look beyond narrative and into balance sheets. 'I go straight to 23 financial ratios,' he said. 'If two companies are equally profitable, but one collects its dues in 10 days while the other takes 90 days, the difference is huge.'Despite growing global uncertainty, Agrawal believes India is one of the only two countries in the world, alongside the United States, where macroeconomic growth consistently flows into long-term equity returns. 'There are 170 markets, but only these two allow for extrapolation of economic growth into stock performance,' he said.'India,' he said, 'is more predictable than the U.S.': Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
a day ago
- Time of India
Want to invest Rs 1 lakh when you are young? Here is Raamdeo Agrawal's Warren Buffett-style blueprint to compound wealth
At 30, pick a lane: Professional or Passive? Live Events Everybody knows the price, nobody knows the value India and the U.S. (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel If you're 20 years old and sitting on Rs 1 lakh, Motilal Oswal co-founder Raamdeo Agrawal has one piece of advice: don't do anything till you understand it. That, he says, is among the best lessons he's learned from Warren Buffett, and it applies to both investing and a conversation on Groww's investor podcast released on YouTube, the Motilal Oswal Financial Services co-founder urged young investors to resist the pressure to act without clarity. Agrawal said most 20-year-olds underestimate how little they know about the market. 'At the age of 20, what you don't know is a lot of things… So when you see value–price gap, you will have a, what do you call, limited understanding of it.'He recalled his own investing debut, a hostel tip-off that turned into a three-bagger. 'I bought it 15 bucks, and in a year, two years' time, it became 45 bucks,' he said, noting he was around 22 at the time. 'Those kinds of breaks will happen.'Asked where Rs 1 lakh should go at 30, Agrawal said it depends on whether you want to master the game or outsource it.'If I want to make a career in investing… then you should go to the stock market and figure out what is the value, what is the price, what is the earnings growth, what is the RoE, what is the momentum. I mean, it's a full-time job, and it has become very competitive.'Otherwise, 'go and give your money to one of the fund managers and be happy with it.'Agrawal didn't hold back on what he sees as the pitfalls of post-COVID market behaviour. 'Out of 200 million demat accounts, 160 million is less than 5 years… they have no clue what they are buying and selling... (post COVID)… market is very impatient,' he stressed that understanding intrinsic value is the core skill. 'Everybody knows the price. Nobody knows the value. Once you master the formula to discover value, investing becomes simple.'And the real reward, he added, lies in spotting mispriced opportunity. 'Is the return gap between price and value… is it asymmetric? We are looking for asymmetric... Asymmetricity in the return — that's the excitement in the market.'Agrawal dismissed market timing as a flawed strategy. 'Not buying at the bottom is a crime if at all you are trying to time the market,' he said. 'By the time you muster the courage to enter, you've already missed 40% of the upmove.'He advised investors to look beyond narrative and into balance sheets. 'I go straight to 23 financial ratios,' he said. 'If two companies are equally profitable, but one collects its dues in 10 days while the other takes 90 days, the difference is huge.'Despite growing global uncertainty, Agrawal believes India is one of the only two countries in the world, alongside the United States, where macroeconomic growth consistently flows into long-term equity returns. 'There are 170 markets, but only these two allow for extrapolation of economic growth into stock performance,' he said.'India,' he said, 'is more predictable than the U.S.': Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
2 days ago
- Time of India
Delhivery delivers in Q1; Google open to ‘real money'
Delhivery delivers in Q1; Google open to 'real money' Also in the letter: Delhivery Q1 profit jumps 68.5% ahead of festive season Details: Net profit up 68.5% year-on-year at Rs 91 crore. Operating revenue at Rs 2,294 crore, up 6% over the same period last year. Express parcel volumes hit 208 million in Q1FY26, up from 183 million in Q1FY25 and 177 million in Q4FY25. The company has also wrapped up the acquisition of its rival Ecom Express. Quick update: Quick update: Currently, the company operates 20 dark stores across Bengaluru, Hyderabad, and Chennai. By year-end, it plans to enter three new cities and add 30–40 more dark stores. What's coming: Board rejig: Google to allow real-money games on Play if self-declared Backstory: Details: Developers must prove their apps are in good standing with a recognised body such as the All India Gaming Federation (AIGF) or the EGF, which will confirm their legality under Indian law. These apps will still need to comply with Google's broader developer policies and local regulations. What's next: GenAI puts up to 15% of IT services revenue at risk: Motilal Oswal The details: What IT leaders are saying: Margins take a hit: Why it matters: Also Read: Apple hits 3 billion iPhones sold as Q3 sales rise 13% Q3 snapshot: Tailwinds and concerns: Why it matters: EU eyes Big Tech's acquihires for potential antitrust violations What's new: Context: Why it matters: What's next: Delhivery posted a 68.5% rise in net profit in April-June quarter on the back of operational efficiency. This and more in today's ETtech Top 5.■ GenAI impact on IT revenue■ Apple has sold 3 billion iPhones■ Big Tech 'acquihires' under EU lensDelhivery CEO Sahil BaruaLogistics services provider Delhivery delivered a strong first-quarter performance , driven by tighter operations and steady revenue, as it gears up for India's festive the rapid delivery front, Delhivery is scaling its intracity service , Rapid Commerce, which it launched in January . The service caters to businesses needing time-sensitive fulfilment.'This base network of dark stores and in-city delivery will allow us to build Rapid B2B fulfilment for time-sensitive categories such as automotive spare parts, electronics spares, tyres, critical industrial components, lubricants, specialty chemicals and certain FMCG products,' the company Sahil Barua said Delhivery is primed for the festive period. The company noted that while ecommerce volumes have grown 12–15% annually over the past three years, it expects long-term growth to top 15%, with a sharper focus on direct-to-consumer (D2C) brands and small and medium enterprises (SME).Srivatsan Rajan, its longest-serving independent director, will step down effective from September 30, the company said in a filing. Joining as non-executive members are PB Fintech chairman and CEO Yashish Dahiya and IIM Bangalore professor Padmini is set to open up its India Play Store to all real-money games (RMG) legally allowed in the country, provided developers self-declare their compliance and secure backing from a recognised industry move follows a probe by the Competition Commission of India (CCI) last year , triggered by a complaint from gaming platform Winzo. The watchdog had raised concerns that Google's tightly controlled pilot for select RMGs could amount to exclusionary the proposal, Google will scrap the closed pilot and introduce an open policy for RMG proposal is open for public comment until August 20. If the CCI approves it, Google will roll out the changes within 120 days. The shift could unlock fresh monetisation avenues for RMG developers and give Google a smoother regulatory ride in India's fast-growing gaming AI (GenAI) could shave 10–15% off Indian IT firms' revenue , brokerage firm Motilal Oswal has warned, as automation of software development eats into billable biggest hit is likely in Application development and maintenance (ADM), which contributes more than a third of the industry's topline. GenAI can handle up to 45% of coding, testing, and debugging, allowing clients to demand more output without incurring higher leaders acknowledge the shift. TCS, for instance, says clients are moving from pilots to production-grade GenAI projects. Yet full-scale deployments remain rare, and unlike previous tech waves, budgets are not pressure is already visible in Q1 FY26. Firms reported softer margins as pricing tightens, deal cycles stretch, and GenAI-led productivity accelerates deflation in legacy IT may be staring at a messy realignment. GenAI promises long-term efficiency, but without a new growth engine, the sector's old formula of linear scaling looks increasingly has crossed a milestone that few companies can dream of. CEO Tim Cook revealed during the Q3 earnings call that the tech giant has now sold over 3 billion iPhones since the device first hit shelves in iPhone remains Apple's undisputed cash cow. Sales jumped 13% year-on-year to $44.6 billion in the quarter, helping total revenue climb to $94.04 billion. Net profit rose 12% to $23.4 billion, a sign that the company can still find growth in a mature provided a lift, with revenue ticking from $14.7 billion to $15.3 billion, while India delivered record sales. Apple is now leaning on emerging markets for its next wave of growth, even as looming import tariffs threaten to squeeze demand in the months billion iPhones sold underlines Apple's enduring dominance and its bet that the next billion users may come from outside its traditional European Union is preparing to cast a sharper eye on Big Tech's 'acquihire' deals, where tech giants snap up key talent from startups without buying the entire company. Regulators fear these moves could be a backdoor to skirt antitrust Guersent, the outgoing head of the European Commission's antitrust unit, told Reuters that such transactions should qualify as mergers because 'staff are part of a company's assets.' He highlighted that national watchdogs in Ireland, Denmark, and Sweden already have 'call-in powers' that allow them to flag even small, below-threshold deals to scrutiny follows a string of headline-making acquihires:The Commission is increasingly focused on preserving competition in emerging sectors such as AI. Guersent, a key architect of the Digital Markets Act, warned that acquihires risk undermining the spirit of EU merger more national authorities expected to use their call-in powers, tech firms should brace for a tougher, wider net on talent-driven deals.
