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U.K. (FTSE) Renewable Energy Industry Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies4
  • 7D3.0%
  • 3M10.4%
  • 1Y50.1%
  • YTD6.3%

Over the last 7 days, the Renewable Energy industry has risen 2.8%, driven by gains from Drax Group of 4.4%. Meanwhile, Cindrigo Holdings actually underperformed within the industry, shrinking 19% in the last week. This takes the industry's 12 month performance to a gain of 51%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

Has the U.K. Renewable Energy Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Mar 2026UK£3.3bUK£6.1bUK£99.9m24.8x33.5x0.5x
Sat, 14 Feb 2026UK£3.2bUK£6.3bUK£435.2m8.1x7.4x0.5x
Mon, 12 Jan 2026UK£3.3bUK£6.3bUK£435.2m7.6x7.7x0.5x
Wed, 10 Dec 2025UK£2.9bUK£6.3bUK£435.2m6.8x6.7x0.5x
Fri, 07 Nov 2025UK£2.8bUK£6.3bUK£435.2m6.7x6.4x0.4x
Sun, 05 Oct 2025UK£2.7bUK£6.3bUK£443.0m6.6x6.1x0.4x
Tue, 02 Sep 2025UK£2.5bUK£6.3bUK£439.3m6.8x5.7x0.4x
Thu, 31 Jul 2025UK£2.6bUK£6.8bUK£558.2m6x4.7x0.4x
Sat, 28 Jun 2025UK£2.6bUK£6.8bUK£558.2m6.4x4.7x0.4x
Mon, 26 May 2025UK£2.5bUK£6.8bUK£555.6m6.2x4.6x0.4x
Wed, 23 Apr 2025UK£2.3bUK£6.8bUK£555.6m5.8x4.2x0.3x
Fri, 21 Mar 2025UK£2.5bUK£7.0bUK£549.0m6x4.5x0.4x
Sun, 16 Feb 2025UK£2.7bUK£8.2bUK£680.8m5.2x3.9x0.3x
Tue, 14 Jan 2025UK£2.6bUK£8.2bUK£680.6m5.8x3.9x0.3x
Thu, 12 Dec 2024UK£2.7bUK£8.2bUK£680.8m5.8x4x0.3x
Sat, 09 Nov 2024UK£2.8bUK£8.2bUK£680.9m5.7x4.1x0.3x
Mon, 07 Oct 2024UK£2.8bUK£8.2bUK£685.6m5.1x4x0.3x
Wed, 04 Sep 2024UK£2.8bUK£8.1bUK£677.9m7.9x4.1x0.3x
Fri, 02 Aug 2024UK£2.8bUK£8.1bUK£677.9m8.3x4.1x0.3x
Sun, 30 Jun 2024UK£2.2bUK£8.8bUK£585.1m9.1x3.8x0.3x
Tue, 28 May 2024UK£2.3bUK£8.8bUK£585.1m9.9x3.9x0.3x
Thu, 25 Apr 2024UK£2.4bUK£8.8bUK£585.0m10.2x4x0.3x
Sat, 23 Mar 2024UK£2.2bUK£8.9bUK£602.6m3.3x3.6x0.2x
Mon, 19 Feb 2024UK£1.9bUK£9.0bUK£198.1m9x9.6x0.2x
Wed, 17 Jan 2024UK£4.1bUK£11.1bUK£336.8m11x12.2x0.4x
Fri, 15 Dec 2023UK£3.9bUK£11.1bUK£336.8m10.5x11.7x0.4x
Sun, 12 Nov 2023UK£3.7bUK£11.1bUK£336.7m9.9x10.9x0.3x
Tue, 10 Oct 2023UK£3.6bUK£11.1bUK£336.7m9.8x10.8x0.3x
Thu, 07 Sep 2023UK£4.1bUK£11.0bUK£323.6m11.2x12.7x0.4x
Sat, 05 Aug 2023UK£4.2bUK£11.0bUK£323.6m11.6x13x0.4x
Mon, 03 Jul 2023UK£4.2bUK£10.4bUK£205.3m16.2x20.5x0.4x
Wed, 31 May 2023UK£4.3bUK£10.4bUK£192.1m13.5x22.4x0.4x
Fri, 28 Apr 2023UK£4.5bUK£10.4bUK£192.0m16.3x23.5x0.4x
Sun, 26 Mar 2023UK£4.3bUK£10.4bUK£180.8m17.1x23.5x0.4x
Price to Earnings Ratio

23.5x


Total Market Cap: UK£4.3bTotal Earnings: UK£180.8mTotal Revenue: UK£10.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Renewable Energy Industry Price to Earnings3Y Average 8.8x202420252026
Current Industry PE
  • Investors are optimistic on the British Renewable Energy industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.2x which is higher than its 3-year average PE of 8.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 18% per year over the last three years,
  • Revenues have also declined 16% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Utilities industry?

GB Market-0.77%
Utilities0.62%
Renewable Energy2.99%
Independent Power Producers and Energy Traders3.61%
Renewable Energy2.93%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 6.9x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 86.1% per year.
  • Investors are most pessimistic about the Independent Power Producers and Energy Traders industry, which is trading below its 3-year average of 12.4x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings decline of 86% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 6.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
DRX Drax GroupUK£8.993.1%
+UK£88.5m		55.0%PE41.5x
YU. Yü GroupUK£17.353.6%
+UK£10.1m		13.4%PE8.2x
BCE Beacon EnergyUK£0.0385.5%
+UK£249.6k		28.3%PE-4x

Latest News

YU.
UK£17.35
Yü Group
7D
3.6%
1Y
13.4%
DRX
UK£8.99
Drax Group
7D
3.1%
1Y
55.0%

DRX: Future Returns Will Rely On Execution Risks At Rich P/E

Analysts have nudged their fair value estimate for Drax Group modestly higher, alongside a raised price target to £9.50. This reflects updated assumptions on discount rates, revenue trends, margins and future P/E after recent downgrades that frame the shares as more fairly priced on current information.
BCE
UK£0.038
Beacon Energy
7D
5.5%
1Y
28.3%
CINH
UK£0.063
Cindrigo Holdings
7D
-16.7%
1Y
n/a