New Delhi: As much as 253 MW of wind capacity is fully erected and pre-commissioned but awaiting grid connectivity, while execution bottlenecks continue to limit deliveries despite a strong order pipeline, Suzlon Energy’s management said during a post-earnings conference call. “253 megawatts are already pre-commissioned, and they can generate as soon as grid connectivity is provided,” said Chief Executive Officer (CEO) JP Chalasani, adding that regulatory and procedural delays are holding back project commissioning.
The company indicated that execution constraints — not order inflow or manufacturing capacity — are currently the primary limiting factor.
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Suzlon maintained that demand visibility remains strong, with a healthy order book and non-bidding pipeline. “We could have delivered 750 megawatts instead of 617 megawatts,” Chalasani said, indicating that the company’s manufacturing capability is not the bottleneck. He further noted that Suzlon can scale deliveries significantly if projects are ready for evacuation. “If the projects are ready, we can even do 1.1 gigawatt in a quarter,” he said.
The management stressed that the issue lies in land acquisition, right of way (ROW) clearances and grid connectivity rather than order intake. “Order intake is not an issue,” Chalasani said.
In a significant policy development, Suzlon revealed that a Ministry of New and Renewable Energy (MNRE)-led task force has been constituted to address systemic delays. “There is a task force which has been formed… It includes MNRE, Ministry of Power and state nodal agencies,” Chalasani said, adding that the objective is to resolve land and ROW challenges that have slowed project execution.
The move signals formal Central intervention to ease structural bottlenecks in the wind sector.
Apart from land and evacuation challenges, the company pointed to regulatory ambiguities impacting commissioning timelines. Referring to a portion of stalled capacity, Chalasani said around 80 MW was affected due to confusion between MNRE and the Ministry of Power regarding temperature norms. This regulatory overlap has delayed grid connectivity for part of the stranded 253 MW capacity.
To mitigate execution risks, Suzlon is strengthening its development arm (DevCo), which will identify and secure wind sites three to five years in advance. “Our DevCo model is to identify sites three to five years ahead, acquire land and secure connectivity before execution,” the management said.
The company plans to secure state transmission utility (STU) connectivity and long-term offtake arrangements before initiating EPC execution, reducing dependency on last-mile clearances.
While central bidding has slowed due to PPA backlogs, Suzlon noted increasing traction in state-level tenders. Management highlighted that a recent standalone wind tender saw strong participation, with tariffs discovered in the range of Rs 3.67–3.69 per unit and oversubscription of three times. This suggests pricing stability and demand resilience despite execution challenges.
Suzlon also confirmed progress on its next-generation turbine platform. “Our 5 MW platform is entering the prototype stage,” Chalasani said, while acknowledging land footprint constraints associated with higher-capacity turbines.
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The management reiterated that wind manufacturing capacity is available, but project-side readiness remains the gating factor.
