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ReNew Energy Global PlcNasdaqGS:RNW Aktierapport

Marknadsvärde US$2.0b
Aktiekurs
US$5.62
US$7.87
28.6% undervärderad intrinsisk rabatt
1Y-16.1%
7D0.4%
Portföljens värde
Utsikt

ReNew Energy Global Plc

NasdaqGS:RNW Aktierapport

Börsvärde: US$2.0b

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ReNew Energy Global Plc Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för ReNew Energy Global
Historiska aktiekurser
Aktuell aktiekursUS$5.40
52 veckors högstaUS$8.24
52 veckors lägstaUS$4.39
Beta1.07
1 månads förändring13.68%
3 månaders förändring3.85%
1 års förändring-16.15%
3 års förändring3.25%
5 års förändring-45.29%
Förändring sedan börsintroduktionenn/a

Senaste nyheter och uppdateringar

Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.

Recent updates

Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Seeking Alpha Feb 17

ReNew Energy Global: Volatile, Leveraged, And Worth The Risk

Summary ReNew Energy Global remains a Buy, driven by robust revenue growth, manufacturing momentum, and supportive regulatory tailwinds despite elevated debt and execution risks. RNW's Q3 revenue surged 48% YoY, with manufacturing EBITDA up sharply; asset recycling and domestic content rules enhance revenue visibility and competitive positioning. Valuation appears attractive: RNW trades at a 22% EV/EBITDA discount to sector peers and a price-to-cash-flow ratio 76% below the sector average. High net debt and execution risks persist, but RNW's long-term growth trajectory and pipeline execution could unlock substantial upside for patient, risk-tolerant investors. Read the full article on Seeking Alpha
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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
User avatar
Ny analys 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.
Analysartikel 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...
Analysartikel 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
Analysartikel 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
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel Feb 07

ReNew Energy Global (NASDAQ:RNW) Has More To Do To Multiply In Value Going Forward

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

Aktieägarnas avkastning

RNWUS Renewable EnergyUS Marknad
7D0.4%-1.0%2.1%
1Y-16.1%23.0%30.6%

Avkastning vs industri: RNW presterade sämre än US Renewable Energy branschen som gav 23 % under det senaste året.

Avkastning vs Marknaden: RNW presterade sämre än US marknaden som gav 30.6 % under det senaste året.

Prisvolatilitet

Is RNW's price volatile compared to industry and market?
RNW volatility
RNW Average Weekly Movement4.2%
Renewable Energy Industry Average Movement7.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: RNW har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: RNW s veckovolatilitet ( 4% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20114,336Sumant Sinhawww.renew.com

ReNew Energy Global Plc, tillsammans med sina dotterbolag, bedriver kraftproduktion genom icke-konventionella och förnybara energikällor i Indien. Verksamheten bedrivs genom fem segment: Vindkraft, Solkraft, Vattenkraft, Transmission Line och Tillverkningssegment. Företaget utvecklar och äger vindkrafts- och solenergiprojekt i stor skala, vindkrafts- och solenergiprojekt för företag och kraftverksprojekt i stor skala.

ReNew Energy Global Plc Sammanfattning av grunderna

Hur förhåller sig ReNew Energy Global:s resultat och omsättning till dess börsvärde?
RNW grundläggande statistik
BörsvärdeUS$1.98b
Vinst(TTM)US$128.19m
Intäkter(TTM)US$1.37b
15.3x
P/E-förhållande
1.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
RNW resultaträkning (TTM)
Intäkter₹129.45b
Kostnad för intäkter₹21.01b
Bruttovinst₹108.44b
Övriga kostnader₹96.33b
Intäkter₹12.11b

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)33.26
Bruttomarginal83.77%
Nettovinstmarginal9.36%
Skuld/egenkapitalförhållande538.5%

Hur har RNW utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 20:49
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

ReNew Energy Global Plc bevakas av 7 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Nikhil NiganiaBernstein
Julien Dumoulin-SmithBofA Global Research
Nikhil BhandariGoldman Sachs