ReNew Energy Global Plc

NasdaqGS:RNW 株式レポート

時価総額：US$2.5b

ReNew Energy Global 将来の成長

Future 基準チェック /46

ReNew Energy Global利益と収益がそれぞれ年間29.9%と17.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 42.1%なると予測されています。

主要情報

29.9%

収益成長率

42.10%

EPS成長率

Renewable Energy 収益成長24.7%
収益成長率17.1%
将来の株主資本利益率14.68%
アナリストカバレッジ

Low

最終更新日26 Aug 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Aug 18

ReNew Energy: The Buy Paid Off, But Now It's Time To Hold (Rating Downgrade)

Summary ReNew Energy Global Plc is one of India's largest renewable power producers, expanding vertically into solar manufacturing and horizontally into batteries and decarbonization services. I rated RNW stock a Buy in February, citing strong revenue and EBITDA growth, a booming project pipeline, and sector-relative undervaluation. RNW's heavy debt and execution risks were outweighed by long-term upside potential and a significant EV/EBITDA discount to peers. Since the Buy call, RNW shares have outperformed clean energy and India ETF benchmarks, rising 23.77%, but I'm now neutral. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 22

RNW: Earnings Momentum And Improving Fundamentals Will Drive Future Upside

Analysts have raised their price target for ReNew Energy Global to $8.56 from $8.46, citing updated assumptions for fair value, revenue growth, profit margins and future P/E. What's in the News for ReNew Energy Global Analysts have moved ReNew Energy Global to higher Zacks ranks, recently assigning it a Rank #1 (Strong Buy) and #2 (Buy), based on a consistent upward trend in earnings estimates over the last 60 days.
ナラティブ更新 • Jun 06

RNW: Earnings Momentum And Buyout Proposal Will Support Future Upside Potential

Analysts have trimmed their price target for ReNew Energy Global to about $7.87 from roughly $7.87, reflecting updated assumptions around revenue growth, profitability, and future price-to-earnings (P/E) expectations. What's in the News Zacks upgraded ReNew Energy Global to a Rank #1 (Strong Buy), citing an upward trend in earnings estimates and what it views as improved underlying business conditions that could influence the stock price over time.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NasdaqGS:RNW - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2029237,840N/AN/AN/A1
3/31/2028185,44016,869-15,42571,5325
3/31/2027165,1398,361-1,66865,5901
6/30/2026137,77910,859-17,47791,132N/A
3/31/2026132,19610,037-12,52881,438N/A
12/31/2025129,44912,113-9,70282,347N/A
9/30/2025122,7818,432-3,08478,183N/A
6/30/2025113,2508,6967,07269,528N/A
3/31/202597,0633,959-26,09467,565N/A
12/31/202486,1381,320-44,47566,239N/A
9/30/202483,6591,983-68,45466,603N/A
6/30/202482,032815-89,85765,371N/A
3/31/202481,3193,634-84,90768,931N/A
12/31/202386,5183,824-75,62467,290N/A
9/30/202383,6953,027-49,65869,841N/A
6/30/202377,299-1,730-25,56071,478N/A
3/31/202378,223-4,717-20,79265,572N/A
12/31/202269,850-8,607-10,97169,204N/A
9/30/202268,576-10,978-24,70659,533N/A
6/30/202266,006-16,606-50,57443,327N/A
3/31/202259,349-16,077-47,44042,390N/A
12/31/202155,303-16,298-49,90231,689N/A
9/30/202153,292-13,614-34,87830,358N/A
6/30/202150,003-7,078-8,59932,356N/A
3/31/202148,187-7,8187,59932,081N/A
12/31/202047,489-9,22313,84333,041N/A
9/30/202045,920-7,15014,31135,983N/A
6/30/202047,166-4,9235,16035,536N/A
3/31/202048,412-2,696N/A35,088N/A
12/31/201946,288-2,283N/A32,495N/A
9/30/201946,043-1,746N/A29,155N/A
6/30/201944,594-473N/A28,702N/A
3/31/201943,1442,646N/A30,000N/A
12/31/201840,7612,663N/A26,772N/A
9/30/201837,2693,671N/A26,487N/A
6/30/201830,9431,986N/A23,199N/A
3/31/201824,617300N/A19,911N/A
12/31/201721,600240N/A15,424N/A
9/30/201719,6921,031N/A6,010N/A
6/30/201716,383683N/A5,657N/A
3/31/201713,073338N/A8,994N/A
3/31/20166,136816N/A3,556N/A

アナリストによる今後の成長予測

収入対貯蓄率: RNWの予測収益成長率 (年間29.9% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: RNWの収益 ( 29.9% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: RNWの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: RNWの収益 ( 17.1% ) US市場 ( 13.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: RNWの収益 ( 17.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: RNWの 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/14 15:06
終値2026/09/11 00:00
収益2026/06/30
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ReNew Energy Global Plc 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Nikhil NiganiaBernstein
Julien Dumoulin-SmithBofA Global Research
Nikhil BhandariGoldman Sachs