Morgan Stanley: Suzlon Energy stock could jump 40% on wind energy boom

• Morgan Stanley predicts Suzlon Energy stock could rise by 40% with a target price of ₹78, giving an "overweight" recommendation.
• India's wind energy sector is projected for rapid growth, with installations reaching 6 GW in FY26, 8-9 GW in FY27, and 12 GW in FY28.
• This growth, potentially exceeding the 2030 target, is driven by a large project pipeline and increasing demand from the Commercial & Industrial (C&I) segment.
• The C&I segment alone could add 20-30 GW, as industries seek to reduce costs, adopt green energy, and decarbonize.
• Suzlon, a major wind turbine OEM, is expected to benefit significantly from this sector expansion and strong order flow, increasing its market share and revenue.

Why It Matters: Suzlon Energy stock could offer 40% returns amid India's rapid wind energy expansion.