Renewables build-out
In focusWaaree's Q1 FY27 print rose to 8.1 on an FY27 EBITDA guide of Rs 7,000-7,700 cr and a cell ramp to 1.5 GW a quarter by Q3; Suzlon's fell to 5.4 as 10-20% of Q1 deliveries slipped, with the 17-18% margin guide held and the street still at 73% upside (Motilal, 12 Oct 2026). Bondada guides 60-70% growth off a Rs 7,147 cr book (a Rs 1,154 cr October order = 38% of mcap). Demand is not the question here; execution and margins are.
Avg read 7.34 covered · scores as of Q2 FY27
Renewables build-out
Waaree's Q1 FY27 print rose to 8.1 on an FY27 EBITDA guide of Rs 7,000-7,700 cr and a cell ramp to 1.5 GW a quarter by Q3; Suzlon's fell to 5.4 as 10-20% of Q1 deliveries slipped, with the 17-18% margin guide held and the street still at 73% upside (Motilal, 12 Oct 2026). Bondada guides 60-70% growth off a Rs 7,147 cr book (a Rs 1,154 cr October order = 38% of mcap). Demand is not the question here; execution and margins are.
Riding it · 4Waaree Energies, Advait Energy Transitions, Bondada Engineering, Suzlon Energy
The board · every name on the leaderboard's four scores
4 coveredScores as of Q2 FY27