ReNew Energy Global Performance degli utili passati
Criteri Il passato verificati 5/6
ReNew Energy Global ha registrato una crescita degli utili a un tasso medio annuo di 68.7%, mentre il settore Renewable Energy ha registrato utili in crescita a un tasso medio annuo di 17.5%. I ricavi sono stati in crescita a un tasso medio annuo di 18.7%. Il ritorno sul capitale proprio di ReNew Energy Global è 7.2% e ha margini netti di 7.9%.
Informazioni chiave
68.68%
Tasso di crescita degli utili
68.27%
Tasso di crescita dell'EPS
| Renewable Energy Crescita del settore | -5.84% |
| Tasso di crescita dei ricavi | 18.70% |
| Rendimento del capitale proprio | 7.19% |
| Margine netto | 7.86% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 23
ReNew Energy: FY 2026 Improved, Capital Productivity Still An Issue
Summary ReNew Energy delivered record FY26 EBITDA, improved cash flow, and expanded commissioned capacity to 12.8GW, yet remains a capital-heavy, low-turnover utility. Despite margin strength and cash conversion gains, RNW's returns on capital remain average, limiting its investment appeal versus opportunity cost. I maintain a hold rating, requiring sustained DSO below 50 days, leverage toward 5.5x, and ROIC near 9–10% to consider an upgrade. RNW's pivot toward solar+BESS improves capital efficiency, but value creation hinges on further CapEx reduction, capital recycling, and faster receivables conversion. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 23
RNW: Capacity Expansion And Asset Sale Will Drive Future Upside
Analysts have trimmed their price target on ReNew Energy Global from about $8.81 to $8.46, citing updated assumptions for slightly faster revenue growth, higher profit margins and a lower forward P/E multiple. What's in the News ReNew Energy Global commissioned about 2.4 GW of assets in Fiscal year 2026, bringing total operating capacity to roughly 12.6 GW.Aggiornamento della narrazione • May 07
RNW: New Capital Raise And Capacity Expansion Will Support Future Upside
Analysts have trimmed their price target for ReNew Energy Global to around $8.81 from about $8.98, citing updated assumptions for the discount rate, revenue growth, profit margin, and expected future P/E. What's in the News Commissioning of approximately 2.4 GW of assets in Fiscal year 2026 takes ReNew Energy Global's operating capacity to about 12.6 GW, with gross capacity at roughly 20 GW as of March 31, 2026 (Key Developments).
Aggiornamento della narrazione • Apr 20
RNW: Solar Manufacturing Expansion And Asset Recycling Will Support Future Upside Potential
Analysts have trimmed their price target on ReNew Energy Global by about $0.11, reflecting slightly lower fair value and future P/E assumptions while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Commissioned approximately 2.4 GW of assets in Fiscal year 2026, taking total operating capacity to about 12.6 GW, with gross capacity at roughly 20 GW and a nationwide footprint of more than 150 renewable sites and 3 solar manufacturing facilities across 10 Indian states (Key Developments) Operating commercial and industrial portfolio includes 2.5 GW of committed capacity, with over 2.0 GW already commissioned, alongside a workforce of about 4,500 people across India (Key Developments) Solar manufacturing business includes 6.5 GW of operating solar module capacity and 2.5 GW of operating cell capacity, with an additional 4 GW of cell capacity under expansion targeted by December 2026, and production in Fiscal year 2026 of more than 4.1 GW of modules and almost 1.86 GW of cells (Key Developments) Received a US$100 million equity investment in the solar manufacturing business from British International Investments, focused on supporting the manufacturing platform (Key Developments) Agreed to sell a 100 MW / 117.5 MWp solar project in Tamil Nadu to Technique Solaire Group at an enterprise value of US$49 million.Aggiornamento della narrazione • Apr 06
RNW: Long Term Contracts And Asset Recycling Will Support Future Upside Potential
Analysts have maintained their price target for ReNew Energy Global at $7.98 per share, citing unchanged assumptions around fair value, discount rate, revenue growth of about 18.23% and profit margin near 9.59%, along with a modest adjustment in the expected future P/E to roughly 19.36x. What's in the News ReNew agreed to sell its 100 MW / 117.5 MWp solar project in Tamil Nadu to Technique Solaire Group at an enterprise value of US$49 million.Aggiornamento della narrazione • Mar 23
RNW: New Private Placement Will Support Future Clean Energy Upside
Analysts have raised their price target for ReNew Energy Global from about $8.00 to about $8.98, citing updated expectations for revenue growth, profit margins, and future P/E assumptions. What's in the News ReNew Energy Global Plc announced a private placement of common shares for gross proceeds of US$95,000,000 on March 16, 2026.Aggiornamento della narrazione • Mar 09
RNW: Long Term Clean Energy Contracts Will Support Future Upside Potential
Analysts have nudged their price target for ReNew Energy Global slightly higher to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. This has resulted in a modestly higher implied equity value in dollar terms.Aggiornamento della narrazione • Feb 22
RNW: Long Term Google Agreement Will Support Future Clean Energy Upside
Analysts have trimmed their price target on ReNew Energy Global to about $8.00 from roughly $8.02, citing updated assumptions that combine slightly softer revenue growth with a higher profit margin outlook and a lower projected future P/E multiple. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).Aggiornamento della narrazione • Feb 07
RNW: Long Term Google Deal Will Support Future Clean Energy Upside
Analysts have nudged their price target on ReNew Energy Global slightly lower to reflect updated fair value estimates, along with small adjustments to revenue growth, profit margin expectations and future P/E assumptions. What's in the News ReNew Energy Global Plc signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).Aggiornamento della narrazione • Jan 24
RNW: New Google Agreement Will Support Long Run Clean Energy Upside
Analysts have nudged their price target on ReNew Energy Global slightly higher to reflect updated assumptions around revenue growth and future P/E, while modestly trimming profit margin expectations and keeping both fair value and the discount rate effectively unchanged. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).Aggiornamento della narrazione • Jan 09
RNW: New Google Contract Will Support Stronger Long Term Clean Energy Upside
Analysts have nudged their price target on ReNew Energy Global slightly higher to US$8.08 from US$8.03, citing updated assumptions around revenue growth, profit margins and future P/E multiples as the key drivers of this change. What's in the News ReNew Energy Global signed a long term agreement with Google to support a new 150 MW solar project in Rajasthan, with Google set to procure the project's energy attributes from ReNew (Key Developments).Aggiornamento della narrazione • Dec 26
RNW: New Google Partnership Will Support Stronger Long Term Clean Energy Upside
Analysts have modestly reduced their price target on ReNew Energy Global, citing lower projected fair value to about $8.03 from roughly $9.99 as they factor in slower expected revenue growth, a steeper discount rate, and compressed profit margins that offset a higher anticipated future P/E multiple. What's in the News Signed a long-term agreement with Google to develop a new 150 MW solar project in Rajasthan, with Google procuring the project's energy attributes to support its value chain emissions reduction (company announcement).Aggiornamento della narrazione • Dec 11
RNW: Steady Profit Outlook Will Support Modestly Lower Long Term Expectations
Analysts have modestly reduced their price target on ReNew Energy Global by approximately 1 percent, reflecting slightly softer long term revenue growth assumptions that are only partially offset by a marginally improved profit margin outlook. Valuation Changes Fair Value: edged down slightly from 8.00 to 7.95, indicating a modest reduction in the intrinsic value estimate.Aggiornamento della narrazione • Nov 27
RNW: Stable Metrics And Outlook Will Support Fair Value Assessment
Analysts have maintained their price target for ReNew Energy Global at $8.00, citing stable expectations for the company's revenue growth and profit margin outlook, even though there have been minor adjustments in future earnings estimates. Valuation Changes Fair Value estimate remains unchanged at $8.00.Aggiornamento della narrazione • Nov 13
RNW: Future Profit Margins And Discount Rate Will Influence Fair Value
Analysts have raised their price target for ReNew Energy Global slightly, from $7.96 to $8.00. They attribute this change to revised estimates for key financial metrics and updated valuation assumptions.Aggiornamento della narrazione • Oct 30
Improved Margins And Steady Discount Rate Will Sustain Balanced Long-Term Outcome
Analysts have lowered their price target for ReNew Energy Global from $8.48 to $7.96, citing slightly reduced revenue growth expectations. This adjustment comes despite modest improvement in profit margins.Seeking Alpha • Feb 20
ReNew Energy Global Continues To Grow Influence In India But An Attempt To Take It Private
Summary ReNew Energy Global remains optimistic about its Indian renewables business, notwithstanding the US retreat from climate action and the switch to renewables. Major shareholders Canada Pension Plan, two Abu Dhabi investment groups, and Sumant Sinha, Chairman & CEO of RNW, have made a nonbinding takeover offer to acquire all shares for $7.07 cash/share. Redwheel, an active investor group and RNW shareholder based in London, has prepared a critical statement concerning the proposed acquisition of ReNew Energy Global. If the takeover offer fails, ReNew Energy Global is worth the attention of renewable energy investors interested in the emerging Indian market. Read the full article on Seeking Alpha
Nuova narrazione • Nov 21
Expanding Renewable Horizons Powering Exceptional Growth And Profitability
Significant capacity growth and new PPAs could drive future revenue increases by expanding ReNew's renewable energy portfolio.Articolo di analisi • Oct 23
It's A Story Of Risk Vs Reward With ReNew Energy Global Plc (NASDAQ:RNW)
With a median price-to-sales (or "P/S") ratio of close to 2.2x in the Renewable Energy industry in the United States...Articolo di analisi • Sep 27
Is ReNew Energy Global (NASDAQ:RNW) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Aug 28
ReNew Energy's Q1 Snapshot: Strong Winds, Stronger Challenges
Summary ReNew Energy Global Plc, a UK-based firm, focuses on wind and solar power in India, with ancillary services in engineering, procurement, and construction. Despite strong growth potential from India's renewable energy push, high debt, weather risks, and overvaluation pose significant concerns for ReNew Energy. ReNew's recent performance shows steady financial growth and strategic expansion, but execution risks and market-specific challenges warrant a “Hold” rating. The company's aggressive growth plans and India's renewable energy investments offer long-term promise, but substantial leveraging and reliance on weather remain critical risks. Read the full article on Seeking AlphaArticolo di analisi • Jul 25
ReNew Energy Global (NASDAQ:RNW) Will Want To Turn Around Its Return Trends
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Seeking Alpha • Jun 18
ReNew Energy Global Emerging As Leader In India's Renewable Transition
Summary ReNew Energy Global is now India’s premier large renewables project company. ReNew’s focus is on big complex projects; solar/wind/battery projects produce the cheapest power, notwithstanding that they require special skills to execute. ReNew’s digital platform is going to be increasingly important for costing, execution and profitability. Although significantly ignored by the market, ReNew Energy Global is worth energy investor attention. Read the full article on Seeking AlphaArticolo di analisi • May 23
Should You Think About Buying ReNew Energy Global Plc (NASDAQ:RNW) Now?
ReNew Energy Global Plc ( NASDAQ:RNW ), is not the largest company out there, but it saw a decent share price growth of...Seeking Alpha • May 14
ReNew Energy Global: Structural Growth Opportunities Clouded By Debt
Summary ReNew is one of the leading IPPs in India, with 8.7GW of renewable installed capacity. The company is vertically integrated in the industry and is involved in the development, ECP and O&M of its facilities. India's 500GW renewable development plan by 2030 represents an excellent opportunity for growth. RNW faces risks due to its high debt levels and may need to raise additional funds through stock issuance. Read the full article on Seeking AlphaArticolo di analisi • May 01
Fewer Investors Than Expected Jumping On ReNew Energy Global Plc (NASDAQ:RNW)
There wouldn't be many who think ReNew Energy Global Plc's ( NASDAQ:RNW ) price-to-sales (or "P/S") ratio of 1.9x is...Articolo di analisi • Apr 09
Some Investors May Be Worried About ReNew Energy Global's (NASDAQ:RNW) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Articolo di analisi • Mar 19
These 4 Measures Indicate That ReNew Energy Global (NASDAQ:RNW) Is Using Debt In A Risky Way
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Feb 21
ReNew Energy Global: The Indian Renewables Opportunity Is Opening Up
Summary India is the world’s fourth biggest renewables market and plans are to treble renewable development. Nasdaq-listed ReNew Energy Global is a major player in the Indian renewables market and it's growing its influence substantially. India is poised for major uplift in solar/wind development by 2030 (and beyond). Renewables auctions are up from 11.3 GW in FY23 to 40.2 GW in FY24 (more to come). Solar PV costs are dramatically reduced and ReNew Energy benefits from its own solar PV manufacture. ReNew Energy has a strong position in wind projects and it's also heavily invested in grid improvements. Investors with a global view might find India interesting and ReNew Energy Global a vehicle to participate. Read the full article on Seeking AlphaArticolo di analisi • Jan 28
Market Still Lacking Some Conviction On ReNew Energy Global Plc (NASDAQ:RNW)
With a median price-to-sales (or "P/S") ratio of close to 2.1x in the Renewable Energy industry in the United States...Articolo di analisi • Jan 06
Is Now An Opportune Moment To Examine ReNew Energy Global Plc (NASDAQ:RNW)?
ReNew Energy Global Plc ( NASDAQ:RNW ), might not be a large cap stock, but it received a lot of attention from a...Articolo di analisi • Dec 14
The Returns At ReNew Energy Global (NASDAQ:RNW) Aren't Growing
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Sep 08
Returns On Capital At ReNew Energy Global (NASDAQ:RNW) Have Hit The Brakes
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • May 27
The Returns At ReNew Energy Global (NASDAQ:RNW) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come ReNew Energy Global guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 132,196 | 10,385 | 6,586 | 0 |
| 31 Dec 25 | 129,449 | 12,113 | 5,667 | 0 |
| 30 Sep 25 | 122,781 | 8,432 | 5,180 | 0 |
| 30 Jun 25 | 113,250 | 8,696 | 4,916 | 0 |
| 31 Mar 25 | 97,063 | 3,959 | 4,735 | 0 |
| 31 Dec 24 | 86,138 | 1,320 | 4,405 | 0 |
| 30 Sep 24 | 83,659 | 1,983 | 4,912 | 0 |
| 30 Jun 24 | 82,100 | 815 | 4,905 | 0 |
| 31 Mar 24 | 81,319 | 3,634 | 4,615 | 0 |
| 31 Dec 23 | 86,518 | 3,824 | 4,961 | 0 |
| 30 Sep 23 | 83,695 | 3,027 | 4,881 | 0 |
| 30 Jun 23 | 77,299 | -1,730 | 4,633 | 0 |
| 31 Mar 23 | 78,223 | -4,717 | 4,577 | 0 |
| 31 Dec 22 | 69,850 | -8,607 | 4,371 | 0 |
| 30 Sep 22 | 68,576 | -10,978 | 4,269 | 0 |
| 30 Jun 22 | 66,006 | -16,606 | 5,057 | 0 |
| 31 Mar 22 | 59,349 | -16,077 | 4,559 | 0 |
| 31 Dec 21 | 55,303 | -16,298 | 3,803 | 0 |
| 30 Sep 21 | 53,292 | -13,614 | 2,992 | 0 |
| 30 Jun 21 | 50,003 | -7,078 | 1,604 | 0 |
| 31 Mar 21 | 48,187 | -7,818 | 1,311 | 0 |
| 31 Dec 20 | 47,489 | -9,223 | 1,229 | 0 |
| 30 Sep 20 | 45,920 | -7,150 | 985 | 0 |
| 30 Jun 20 | 47,166 | -4,923 | 991 | 0 |
| 31 Mar 20 | 48,412 | -2,696 | 997 | 0 |
| 31 Dec 19 | 46,288 | -2,283 | 968 | 0 |
| 30 Sep 19 | 46,043 | -1,746 | 1,150 | 0 |
| 30 Jun 19 | 44,594 | -473 | 1,136 | 0 |
| 31 Mar 19 | 43,144 | 2,646 | 1,039 | 0 |
| 31 Dec 18 | 40,761 | 2,663 | 1,072 | 0 |
| 30 Sep 18 | 37,269 | 3,671 | 1,161 | 0 |
| 30 Jun 18 | 30,943 | 1,986 | 1,050 | 0 |
| 31 Mar 18 | 24,617 | 300 | 938 | 0 |
| 31 Dec 17 | 21,600 | 240 | 920 | 0 |
| 30 Sep 17 | 19,692 | 1,031 | 762 | 0 |
| 30 Jun 17 | 16,383 | 683 | 655 | 0 |
| 31 Mar 17 | 13,073 | 338 | 549 | 0 |
| 31 Mar 16 | 6,136 | 816 | 187 | 0 |
Guadagni di qualità: RNW ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di RNW (7.9%) RNW sono più alti rispetto allo scorso anno (4.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: RNW è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 68.7% all'anno.
Accelerare la crescita: La crescita degli utili di RNW nell'ultimo anno ( 162.3% ) supera la media quinquennale ( 68.7% all'anno).
Guadagni vs Settore: La crescita degli utili RNW nell'ultimo anno ( 162.3% ) ha superato la percentuale del settore Renewable Energy -3.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 7.2% ) di RNW è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/27 07:56 |
| Prezzo dell'azione a fine giornata | 2026/05/27 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ReNew Energy Global Plc è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nikhil Nigania | Bernstein |
| Julien Dumoulin-Smith | BofA Global Research |
| Nikhil Bhandari | Goldman Sachs |